Search results
Found 5 results
.....
Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth
...as:
Checking
Savings
Credit card
Line of credit
Loans
Brokerage/IRA
Retrieve tax documents and receive PDF versions of tax forms including:
1098
1099-INT
1099-DIV
Workflow
Example use cases
Interact with authorized consumer data through our Documents API to provide value-added services and...
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
.....
Tags: domestic, international, wire, transfers