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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 payload examples
    • Creating a webhook subscription
    • Managing subscriptions
    • Accepting webhook requests
    • Testing webhooks
  • Glossary
  • FAQ

Credit builder cards

  • Credit builder card overview
  • CBC Quickstart
    • Prerequisites
    • Building a secured deposit card
    • Funding a security deposit account
    • 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 resource
    • 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 resource
    • Managing Businesses
    • Managing business addresses
  • Creating Beneficial Owners
    • Managing Beneficial Owners
    • Managing beneficial owner (BO) addresses
  • Verifying Beneficial Owners
    • Uploading Beneficial Owner documentation

Linking external bank accounts

  • Linking an external account with Plaid
  • Managing external accounts

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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Operations

How do you get started with planning your implementation.

Suggest Edits

This section covers the Operations information of the timeline chart. At the beginning of your implementation, each brand goes through a simple and easy process to:

  • Finalize their due diligence
  • Design their flow of funds
  • Design their card

Updated about 3 years ago


Next Steps
  • Initial due diligence