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Overview

  • Introduction
  • Authentication
  • Headers
  • Versioning
  • Postman collection
  • Status codes and errors
    • Error types
    • Error codes
    • Error code dictionary
    • Error statuses
    • Error examples
  • Sandbox vs. Production

Customer

  • Customers
    • Retrieve all customersget
    • Create a customerpost
    • Retrieve a customerget
    • Update a customerpatch
    • Delete a customerdelete
    • Add an address to a customerpost
    • Delete a customer's addressdelete
  • KYC
    • Start KYC (Know-Your-Customer)post
    • Retrieve KYC Statusget
    • Submit KYC Supporting Documentspost

Business

  • Businesses
    • Retrieve all businessesget
    • Create a businesspost
    • Retrieve a businessget
    • Delete a businessdelete
    • Update a businesspatch
  • Business address
    • Retrieve all business addressesget
    • Create a business addresspost
    • Retrieve a business addressget
    • Delete a business addressdelete
    • Update a business addresspatch
  • Beneficial owners
    • Retrieve all beneficial ownersget
    • Create a beneficial ownerpost
    • Retrieve a beneficial ownerget
    • Delete a beneficial ownerdelete
    • Update a beneficial ownerpatch
    • Retrieve KYC Statusget
    • Start KYC (Know-Your-Customer)post
  • Beneficial owners address
    • Retrieve all beneficial owner addressesget
    • Create a beneficial owner addresspost
    • Retrieve a beneficial owner addressget
    • Delete a beneficial owner addressdelete
    • Update a beneficial owner addresspatch
  • KYB
    • Retrieve KYB Statusget
    • Start KYB (Know-Your-Business)post

Core

  • Accounts
    • Link Account without Verificationpost
    • Rotate Plaid Access Tokenpost
    • Exchange Plaid Tokenspost
    • Update Accountpatch
    • Deletes an Accountdelete
    • Exchange Plaid Tokenspost
    • Generate Plaid Link Tokenget
    • Update Plaid Linkpatch
    • Delete External Accountdelete
    • Update External Accountpatch
    • List External Accountsget
    • Get External Account Historyget
  • Cards
    • Create a cardpost
    • Retrieve all cardsget
    • Retrieve a cardget
    • Update Cardpatch
    • Change Card Statuspatch
    • Close Cardpatch
    • Reissue a cardpost
    • Activate a physical cardpatch
  • Transfers
    • Create a transferpost
  • Card restrictions
    • Retrieve card restrictionsget
    • Create card restrictionpost
    • Retrieve card restriction by idget
    • Update card restrictionpatch
    • Delete card restrictiondelete

Ledger

  • Transactions
    • Get transactionsget
    • Get a transaction by idget
    • Get transaction historyget
  • Balances
    • Get all balancesget
    • Get account balance by idget

webhooks

  • Webhooks
    • Create webhook subscriptionpost
    • Get all webhook subscriptionsget
    • Update a webhook subscriptionpatch
    • Remove a webhook subscriptiondelete

Simulation

  • Simulate
    • Simulate Authorizationpost
    • Simulate Settlementpost
    • Simulate KYC Passedpost
    • Simulate KYC Failedpost

Credit

  • Credit
    • Create credit applicationpost
    • Get credit applicationsget
    • Get credit applicationget
    • Patch credit applicationpatch
    • Submit credit applicationpost
    • Get adverse actionsget
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Beneficial owners address

Doc References
Creating beneficial owners
Managing beneficial owner addresses