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

...GET /account/{accountId}/tax/{taxDocumentId} ACCOUNT GET /account-list Get account summary of all accounts of a customer using the current token Request URL GET /v3/account-list Sample Response { "accountDescriptorList": [ { "accountId":...

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

..."1098B" } ], GET/account/{accountId}/tax/{taxDocumentId} Retrieve tax document in PDF format Parameters Parameter Parameter Type Data Type Description accountId path string Account Identifier (GUID) taxDcoumentId path string Tax Document Identifier Request...

Developer guide
/api-library/data-toolbox/ver-1.1/documents/developer-guide

..."1098B" } ], GET/account/{accountId}/tax/{taxDocumentId} Retrieve tax document in PDF format. Parameters Parameter Parameter Type Data type Description accountId path string Account Identifier (GUID) taxDcoumentId path string Tax Document Identifier Request...

User guide
/api-library/account-validation/ver-1.3/documents/user-guide

...personal) mismatch - Or, partial name match and Tax ID or Social Security Number mismatch Research further Ownership information is not available Ownership data was not returned from the Early Warning National Shared Database Resource. Research further Identity questionable - Partial name match,...

User guide
/api-library/account-validation/ver-1.1/documents/user-guide

...personal) mismatch - Or, partial name match and Tax ID or Social Security Number mismatch Research further Ownership information is not available Ownership data was not returned from the National Shared Database. Research further Identity questionable - Partial name match, any address match,...

User guide
/api-library/account-validation/ver-1.2/documents/user-guide

...personal) mismatch - Or, partial name match and Tax ID or Social Security Number mismatch Research further Ownership information is not available Ownership data was not returned from the National Shared Database. Research further Identity questionable - Partial name match, any address match,...

Data Toolbox
/api-library/data-toolbox/ver-1.1

...Tax API, you can: Once you have access to the Tax API, you can: View historical tax information. Get loan origination date or mortgage loan details from 1098 forms. Confirm and pre-fill customer address information. Calculate loan payoffs and notify payment activity Enrich the customer...

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

...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 products to enrich financial...

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

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

...help it go faster. Once you have access to the Tax API, 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...

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

Developer guide
/api-library/voyager-transactions/ver-2.0/documents/developer-guide

...0, "federalGasTaxName": "FED GAS TAX", "federalGasTaxRate": 0.183, "localSalesTaxAmount": 0, "localSalesTaxAmountAssessed": 0, "localSalesTaxName": null, "localSalesTaxRate": 0, "miscellaneousAmount": 0, "miscellaneousAmountAssessed": 0, "productCode": "01", ...

Product notes
/api-library/data-toolbox/ver-1.1/documents/changelog

...access to accounts, transactions, statements and tax information. Data Toolbox is U.S. Bank the flagship product in the Data Toolbox line. Revision history Version Path Highlights Release date 1.1 Added new optional request header “requestType” to the API December 2022 1.0 /accounts/...

Product notes
/api-library/data-toolbox/ver-1.0/documents/changelog

...access to Accounts, Transactions, Statements and Tax information. Data Toolbox is U.S. Bank flag ship product in the Data Toolbox line. Revision History Version Path Highlights Release Date 1.0 /accounts//account/customer/account/statements/account/tax/account/transactions Initial release July 31,...

Developer guide
/api-library/access-online-transactions/ver-1.1/documents/developer-guide

..."7276", "merchantCategoryCodeDescription": "TAX PREPARATION SERVICES", "merchantName": "Test Industries", "merchantCity": "Chicago", "merchantState": "Illinois", "merchantOrderNumber": "988776501", ... }, "fleetInformation": { "vehicleNumber": 87658765, "driverNumber": 12345, ...

Security guide
/api-library/data-toolbox/ver-1.0/documents/security-guide

...to such as Statements, Accounts, Transactions or Tax resources. Future releases may include additional scopes and claims. The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...

Akoya case study
/api-library/data-toolbox/ver-1.0/documents/use-case-akoya

...amounts and dates, account statements and tax documents are also available. Interested in learning more about Akoya? Akoya is transforming the way consumers provide access to their data with increased security, privacy and control over their information. Data aggregators, fintechs and...

Security guide
/api-library/data-toolbox/ver-1.1/documents/security-guide

...to such as Statements, Accounts, Transactions or Tax resources. Future releases may include additional scopes and claims. The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...

Akoya case study
/api-library/data-toolbox/ver-1.1/documents/use-case-akoya

...amounts and dates, account statements and tax documents are also available. Interested in learning more about Akoya? Akoya is transforming the way consumers provide access to their data with increased security, privacy and control over their information. Data aggregators, fintechs and...

Security guide
/api-library/data-toolbox-accounts/ver-1.0/documents/security-guide

...to such as Statements, Accounts, Transactions or Tax resources. Future releases may include additional scopes and claims. The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...

Security guide
/api-library/data-toolbox-documents/ver-1.0/documents/security-guide

...to such as Statements, Accounts, Transactions or Tax resources. Future releases may include additional scopes and claims. The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...

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

...value Symbol Markup Commission Taxes Workflow Example use cases Interact with authorized consumer data through our Transactions API to provide value-added services and products to enrich financial services experiences. Get a list of authorized accounts Retrieve a list of...

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

Security guide
/api-library/data-toolbox-transactions/ver-1.0/documents/security-guide

...to such as Statements, Accounts, Transactions or Tax resources. Future releases may include additional scopes and claims. The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...

U.S. Bank Flexible Capital Platform®
/api-library/flexible-capital-platform/ver-1.0

...because it’s inconvenient and may present tax implications. The Flexible Capital Platform® API lets you evaluate the client’s borrowing power of their assets and calculate an estimate for a Flexible Capital Line of Credit® that can be used to make the purchase. You can also initiate the...

Tags: Flexible Capital Line of Credit, liquid asset secured, apply

Developer guide
/api-library/flexible-capital-platform/ver-1.0/documents/developer-guide

..."agreementInvolvedPartyRole": "Pledgor"], "taxReportCode": "SSN", "taxReportId": "265396504", "dateOfBirth": "1/1/1961", "prefix": "Dr", "lastName": "AQUINO", "middleName": "BRC", "firstName": "LUIS", "suffix": "Smith", "formatCode": "DO" }] }], "custodianName": "CUSTODIAN" } Sample...

Akoya utilizes U.S. Bank APIs, Developer Portal and strong collaboration for easy integration
/case-studies-library/akoya

...amounts and dates, account statements and tax documents are also available. Interested in learning more about Akoya? Akoya is transforming the way consumers provide access to their data with increased security, privacy and control over their information. Data aggregators, fintechs and...

Tags: Innovation, Data toolbox