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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 customers
get
Create a customer
post
Retrieve a customer
get
Update a customer
patch
Delete a customer
delete
Add an address to a customer
post
Delete a customer's address
delete
KYC
Start KYC (Know-Your-Customer)
post
Retrieve KYC Status
get
Submit KYC Supporting Documents
post
Business
Businesses
Retrieve all businesses
get
Create a business
post
Retrieve a business
get
Delete a business
delete
Update a business
patch
Business address
Retrieve all business addresses
get
Create a business address
post
Retrieve a business address
get
Delete a business address
delete
Update a business address
patch
Beneficial owners
Retrieve all beneficial owners
get
Create a beneficial owner
post
Retrieve a beneficial owner
get
Delete a beneficial owner
delete
Update a beneficial owner
patch
Retrieve KYC Status
get
Start KYC (Know-Your-Customer)
post
Beneficial owners address
Retrieve all beneficial owner addresses
get
Create a beneficial owner address
post
Retrieve a beneficial owner address
get
Delete a beneficial owner address
delete
Update a beneficial owner address
patch
KYB
Retrieve KYB Status
get
Start KYB (Know-Your-Business)
post
Core
Accounts
Link Account without Verification
post
Rotate Plaid Access Token
post
Exchange Plaid Tokens
post
Update Account
patch
Deletes an Account
delete
Exchange Plaid Tokens
post
Generate Plaid Link Token
get
Update Plaid Link
patch
Delete External Account
delete
Update External Account
patch
List External Accounts
get
Get External Account History
get
Cards
Create a card
post
Retrieve all cards
get
Retrieve a card
get
Update Card
patch
Change Card Status
patch
Close Card
patch
Reissue a card
post
Activate a physical card
patch
Transfers
Create a transfer
post
Card restrictions
Retrieve card restrictions
get
Create card restriction
post
Retrieve card restriction by id
get
Update card restriction
patch
Delete card restriction
delete
Ledger
Transactions
Get transactions
get
Get a transaction by id
get
Get transaction history
get
Balances
Get all balances
get
Get account balance by id
get
webhooks
Webhooks
Create webhook subscription
post
Get all webhook subscriptions
get
Update a webhook subscription
patch
Remove a webhook subscription
delete
Simulation
Simulate
Simulate Authorization
post
Simulate Settlement
post
Simulate KYC Passed
post
Simulate KYC Failed
post
Credit
Credit
Create credit application
post
Get credit applications
get
Get credit application
get
Patch credit application
patch
Submit credit application
post
Get adverse actions
get
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Businesses
Doc References
Businesses
Creating a business resource
