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...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
...card
Line of credit
Loans
Brokerage/IRA
Details include items such as:
Account type
Account description
Balances
Interest rate
Loan details
Holdings
Workflow
Example use cases
Interact with authorized consumer data through our Accounts API to provide value-added...
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
...large deposits.
Dan processes mortgage loan originations for a title and escrow company and manages homeowner deposits. On closing dates, Dan needs to wire deposits to the respective mortgage lender/seller for mortgage settlements through the title companies' treasury management...
Tags: domestic, international, wire, transfers