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Found 18 results
...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
...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
...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
...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
..."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",
...
..."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":...
..."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...
..."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...
...to a nationally-shared database of checking and savings accounts with data from thousands of trusted financial institutions.
Workflow
Example use cases
Scenario one:
George is a customer service representative for the local cable company. He’s speaking with Joanne, a customer that wants to set...
Tags: account validation, fraud prevention, payments, risk mitigation
.....
Tags: corporate accounts, treasury reporting, cash positioning