Balances
Balances and rates of bank accounts, credit cards, loans, investments, and more
Use cases:
Customers
Verified contact information on file, including name, email, address, and phone number
Use cases:
Investments
Detailed information on underlying holdings and positions of investment accounts
Use cases:
Payments
Identifiers necessary to make Automated Clearing House (ACH) payments and Real-Time Payments (RTP)
Use cases:
Transactions
Up to two years of transaction data across account types, including amounts, dates, and descriptions
Use cases:
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