transactions product connection gives access to account balances, transaction history, and liability details.
Institution coverage API
Query institution coverage and success rates using the Data Providers API.Supported account types
| Type | Subtypes |
|---|---|
CHECKING | Standard checking, money market |
SAVINGS | Standard savings, high-yield savings |
CREDIT_CARD | Rewards, cashback, secured |
LOAN | Auto, personal, student, small business |
LINE_OF_CREDIT | HELOC, home equity |
MORTGAGE | Fixed-rate, adjustable-rate |
INVESTMENT | Brokerage, retirement (IRA, 401k) |
CD | Certificates of deposit |
Implementation
Create an order with thetransactions or assets product to connect a user’s financial accounts. See the Embedded Orders guide for a complete walkthrough.
Financial accounts products
Assets (VOA)
Bank account balances and asset reports
Accounts
Account balances and auth data
Transactions
Transaction history and categorization
Liabilities
Credit cards, loans, and mortgage data
Scoring Attributes
Risk scores derived from transaction data