General What kinds of data can I aggregate? What can I do with this data? Do you provide data from financial institutions outside the United States? Am I paying for raw data access? View More Data Aggregation, Refresh, and Retrieval What data aggregation styles are supported? What happens if a user changes or forgets their password for a bank account? Can you send push notifications for data update notifications? Can I get real-time data? Linking Accounts and Yodlee FastLink What is Yodlee FastLink? Why do I need it? Should I use Yodlee FastLink or use the APIs to build my own add account experience? Can I customize Yodlee FastLink? How do webhooks fit in with linking accounts? If a user has multiple accounts at one bank, does he/she have to enter credentials for each account they want to link? View More Security How does Envestnet | Yodlee ensure the security of users’ data? How do I assure my customers that their credentials are safe? Why do I need 2 authentication tokens to access the Yodlee API? Transaction Data Enrichment (TDE) What is transaction data enrichment? What are some of the benefits of TDE? How does Yodlee categorize transactions using TDE? What is a TDE simple description? Does TDE provide the merchant and geo-location? US Open Banking What are the steps to get onboarded with open banking (OB)? Do all US providers support OB? Are all existing accounts/account types supported with OB? Will the existing account IDs or providerAccountIds change once we start using OB? How does the migration happen for existing user accounts? View More Data and Documents How many days of transactions can you provide? Why does data vary across institutions and account types? Do you collect and return personally identifiable information (PII) or other sensitive data? What does permissioned data mean? Can I get account documents? View More User & Account Management What happens to user information if he/she unsubscribes from my application or stops using it? What happens when an account is deleted versus marked inactive? How can I ensure that a user’s bank access credentials are no longer stored by Envestnet | Yodlee? Can I mark a user as inactive? What is an inactive account? Can the status of an inactive account be updated to active? Building, Testing, and Deploying What can I do with the Developer Portal sandbox environment? How do I build, test and release my application? What kinds of API capabilities are configurable in production? I want to sign up for a live environment right away. Where do I start? Do I have to test with my personal bank account? View More