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Found 4 results
...you can:
View historical tax information.
Get loan origination date or mortgage loan details from 1098 forms.
Confirm and pre-fill customer address information.
Loan payoff calculator and payment alerts
Enrich the customer experience with suggestions and alerts to help them make financial...
Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth
...information.
Interrogate the 1098 PDF form for:
Loan origination date
Loan balance
Address
How to get a list of all authorized account or individual documents
Call the Statement resource using accounts/{accountId}/statement to get a list of all statement documents, saving the {statementId} for...
Tags: tax document, tax, loan, mortgage, PDF, credit, checking, savings, data toolbox
...email or SMS-based alerts to introduce new loan opportunities like refinancing a mortgage or getting a new car loan.
Restrictions
The developer will not sell, exploit, commercialize, or otherwise reveal, account information (or its derivatives) except as explicitly authorized by the customer.
Tags: account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, IRA, retirement, investments
...use our Transactions API.
Savings
Line of credit
Loans
Investments
For checking and savings accounts, transaction details include:
Amount
Type
Time stamp
Category
Check number
Description
Payee
For brokerage and investment accounts, transaction details include:
Type
Shares
Price
Face...
Tags: transactions, accounts, checking, savings, aggregator, account aggregation, data toolbox