Aggregation APIs

Account Aggregation

Getting Started
Examples
API Reference
Account Lifecycle
Additional Resources

Accounts
- Evaluate Address post
- Get Account Details get
- Update Account put
- Delete Account del
- Get Historical Balances get
- Get Accounts get
- Add Manual Account post
Auth
- Delete API Key del
- Get API Keys get
- Generate API Key post
- Generate Access Token post
- Delete Token del
Configs
Consents
- Get Consents Preferences get
- Renew Consent put
- Get Consent History Count get
- Get Consent History get
- Get Authorization Details get
- Put Consent put
- Get Consents get
- Post Consent post
DataExtracts
- Get userData get
- Get Events get
Derived
- Get Transaction Summary get
- Get Networth Summary get
- Get Holding Summary get
Documents
- Get Documents get
- Download a Document get
- Delete Document del
Holdings
- Get Security Details get
- Get Holdings get
- Add Holding post
- Get Holding Type List get
- Get Asset Classification List get
ProviderAccounts
- Get Provider Accounts get
- Update Account put
- Refresh Provider Account put
- Update Preferences put
- Get Provider Account Details get
- Delete Provider Account del
Providers
- Get Providers get
- Get Provider Details get
- Get Providers Count get
Statements
- Get Statements get
Transactions
- Get Transactions get
- Get Transactions Count get
- Get Transaction Categorization Rules get
- Delete Category del
- Update Transaction Categorization Rule put
- Run Transaction Categorization Rule post
- Delete Transaction Categorization Rule del
- Get Transaction Category List get
- Update Category put
- Create Category post
- Get Transaction Categorization Rules get
- Create or Run Transaction Categorization Rule post
- Update Transaction put
User
- Saml Login post
- Register User post
- Get Access Tokens get
- Get User Details get
- Update User Details put
- User Logout post
- Delete User del

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