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Financial Data Overview

Query users' linked bank accounts to verify account holder information and to retrieve real-time, and up to three months' historical, transaction and balance data.

In this section, we'll walk you through a few queries that illustrate some common use cases for our financial data product.

Accounts

This query retrieves all bank accounts belonging to the user, including the account names, numbers and types.

Identity

This query retrieves the account holders for all bank accounts belonging to the user.

Balances

This query retrieves balances for all accounts belonging to the user.

Transactions

This query retrieves transactions for a given bank account, and includes paging to return 10 records per page.

Debit Order Payments

This query retrieves debit order payments for a given bank account, and includes paging to return 10 records per page.