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