Banking Introduction

Use our banking aggregation product to access account, balance, owner, bank statement, as well as transaction data from banking institutions.

API EndpointDescriptionSupported institutions
api/accounts/Get information about your customer's bank accounts.Banking
api/balances/Get the balance at the end of each day for your customer's bank accounts.Banking
api/owners/Get the details of an account owner.Banking
api/transactions/Get a list of bank transactions with metadata.Banking
investments/portfolios/Get information about your customer's investment portfolios.Banking
receivables/transactions/Get information about your customer's receivable accounts and transactions.Banking