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Getting Started

  • Introduction
  • Quickstart
    • 1. Signing into Bond Portal
    • 2. Getting your API key
    • 3. Postman collection
  • Postman Collection
  • Sandbox vs Production
  • Webhooks
    • Webhook events and subscriptions
    • Webhook payloads
    • Creating a webhook subscription
    • Managing subscriptions
    • Accepting webhook requests
    • Testing webhooks
  • Glossary
  • FAQ

Credit builder cards

  • Credit builder card overview
  • Quickstart
    • 1. Prerequisites
    • 2. Building the secured card
    • 3. Funding the security deposit account
    • 4. Making a payment
  • Onboarding for secured charge cards
  • Creating a secured charge card
  • Instant funding for Credit Builder Cards
  • Managing cards
    • Retrieving card information
    • Activating a card
    • Changing a cards status
    • Reissuing a card
    • Card reissue FAQ
    • Setting card restrictions
    • Closing a card
  • PCI data rendering
    • Instructions: Retrieving & displaying card details
    • Instructions: Setting a PIN
    • Instructions: Copy data
  • Building with the Embedded CBC App
    • Integrating the Embedded Bond App

Accounts

  • Accounts Overview
  • Account types
  • Account states
  • Managing accounts
  • Opening a credit account
  • Showing credit account data
  • Building consumer banking
  • Building commercial banking
  • Statements
    • Building Statements
    • Retrieving deposit account statement data

KYC

  • KYC State Machine
  • Customer onboarding overview
    • Creating a customer
    • Managing customers
    • Managing customer addresses
  • Triggering KYC Scenarios
  • How KYC works
  • Uploading KYC documentation

KYB

  • How KYB works
  • Business onboarding overview
  • Triggering KYB Scenarios
  • Creating a business
    • Managing Businesses
    • Managing business addresses
  • Creating Beneficial Owners
    • Managing Beneficial Owners
    • Managing Beneficial Owner Addresses
  • Verifying Beneficial Owners
    • Uploading Beneficial Owner documentation

Linking external bank accounts

  • Guide to linking external accounts
  • Linking external accounts SDK
    • SDK Documentation
    • Managing external accounts
  • Retrieving external account history
  • Linking an external account without the Bond SDK

Transfers

  • Transfers overview
  • What is ACH
    • ACH return codes
  • Creating a transfer

Transactions

  • Transactions overview
  • Transaction lifecycle
  • Transaction states
  • Retrieving transactions
  • Payment types
    • Transaction types
    • Transaction payloads
  • MCC codes

Developers

  • What's new in v0.1?
  • Bond Portal
    • Developers
    • Get started
    • API keys
    • Webhooks
    • Logs
    • Transactions
  • API Headers
  • Errors
    • Error types
    • Error codes
    • Error code dictionary
    • Error statuses
    • Error examples
  • Web SDK Documentation
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Customer onboarding overview

Overview of the process of adding and verifying a customer.

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To bring a customer on board, you need to create a customer resource using the customer's information.

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Updated over 1 year ago

Next Steps
  • Creating a customer resource