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Data Toolbox - Transactions
/api-library/data-toolbox-transactions/ver-1.0

...is present. Get the current balance of the savings account. Compare the savings balance against consumer income to see if it meets the average three-month benchmark for healthy liquid assets. Make a recommendation to increase the balance if the consumer has less than three months of income...

Tags: transactions, accounts, checking, savings, aggregator, account aggregation, data toolbox

Data Toolbox
/api-library/data-toolbox/ver-1.0

...is present. Get the current balance of the savings account. Compare the savings balance against consumer income to see if it meets the average three-month benchmark for healthy liquid assets. Make a recommendation to increase the balance if the consumer has less than three months of income...

Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth

Data Toolbox - Accounts
/api-library/data-toolbox-accounts/ver-1.0

...is present. Get the current balance of the savings account. Compare the savings balance against consumer income to see if it meets the average three-month benchmark for healthy liquid assets. Make a recommendation to increase the balance if the consumer has less than three months of income...

Tags: account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, IRA, retirement, investments

Data Toolbox - Documents
/api-library/data-toolbox-documents/ver-1.0

...for various account types such 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...

Tags: tax document, tax, loan, mortgage, PDF, credit, checking, savings, data toolbox

Developer guide
/api-library/data-toolbox/ver-1.0/documents/developer-guide

..."accountType": "SAVINGS", "displayName": "Savings - 7163", "status": "OPEN", "description": "Savings", "fiAttributes": null, "error": null }, { "accountId": "41d94eba-8634-5b1f-1fe8-b174b280da9c", "accountType": "CREDITCARD", "displayName": "Credit Card - 0812", "status": "OPEN", ...

Developer guide
/api-library/data-toolbox-accounts/ver-1.0/documents/developer-guide

..."accountType": "SAVINGS", "displayName": "Savings - 7163", "status": "OPEN", "description": "Savings", "fiAttributes": null, "error": null }, { "accountId": "12afe446-0751-5dfb-f5e3-18c164e831cf", "accountType": "IRA", "displayName": "IRA - 3798", "status": "OPEN", "description":...

Developer guide
/api-library/data-toolbox-documents/ver-1.0/documents/developer-guide

..."accountType": "SAVINGS", "displayName": "Savings - 7163", "status": "OPEN", "description": "Savings", "fiAttributes": null, "error": null }, ] } GET /accounts/{accountId} Get Account Details for a customer account using the accountId as a path parameter Parameters Parameter Type Data...

Developer guide
/api-library/data-toolbox-transactions/ver-1.0/documents/developer-guide

..."accountType": "SAVINGS", "displayName": "Savings - 7163", "status": "OPEN", "description": "Savings", "fiAttributes": null, "error": null }, ] } GET /account/{accountId} Get account details for a customer account using the accountId as a path parameter. Parameters Parameter Type Data...