Data Aggregation Services
APIs are transforming the way data consumers engage investment and financial services through innovation and technology. Contact us today to be an early adopter of the program.
Data Aggregation Services
Our Account Aggregation DDA API leverages the FDX DDA specification to get balances, positions, and transactions for client accounts. Learn more.
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Easy to Implement
API Products are functionally organized, allowing applications to make focused calls within a logically grouped dataset.
Single Interface to Data
No need to integrate with multiple systems, enterprises, or manage held-away credentials.
Real-Time Access
API products enable developers software with real time data.
Privacy
Hashed inputs allow applications to match and receive data without sending sensitive Non-Public Information.
Security
Using OAuth 2.0, clients never have to provide credentials for third party app access.
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Simple Registration
Getting your application to market and creating power financial management tools has never been easier or more secure.
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Follow steps under Docs > Get Started to:
- Create a User Account
- Register a Company
- Request Access to Product Docs
- Create Sandbox Apps
- and More...
Our API Developer Program makes it easy to integrate. Get started today.
Support
Focused Content
Self-service support is provided with knowledgebase articles and FAQs. Support content is broken down into product specific topics along with answers to frequently asked questions asked from other developers.
Expert Knowledge
In addition to the detailed and full-featured FAQ system, customized support requests may be submitted to API product experts that can address your specific challenge with individualized support.