Access to Financial Data

Our Aggregation product allows 3rd party developers user-permissioned and secure access to their users’ financial accounts, including checking, savings, investments, loans, and rewards accounts.

Accounts Data

Type of Account
Balance Information (current, running balance)
Holdings
Statements
and more...

Transactions Data

Type
Date
Amount
Merchant Name
Credit/Debit
Category
and more...

Request
Response

url: /ysl/accounts
methodType: GET
Header:
  Authorization: {cobSession=<cob_session_token>,userSession=<userToken>}
  Api-version: 1.1
  Cobrand-Name: <customerName>

{											
    "account": [
        {
            "CONTAINER": "bank",
            "isManual": false,
            "isAsset": true,
            "lastUpdated": "2017-09-21T06:08:29Z",
            "currentBalance": {
                "amount": 20000,
                "currency": "USD"
            },
            "availableBalance": {
                "amount": 20000,
                "currency": "USD"
            },
            "displayedName": "Timothy",
            "id": 2251053,
            "balance": {
                "amount": 20000,
                "currency": "USD"
            },
            "accountName": "Savings Account",
            "accountNumber": "xxxx8823",
            "aggregationSource": "USER",
            "dataset": [
                {
                    "lastUpdateAttempt": "2017-09-21T06:08:51Z",
                    "updateEligibility": "ALLOW_UPDATE",
                    "name": "BASIC_AGG_DATA",
                    "lastUpdated": "2017-09-21T06:08:51Z",
                    "additionalStatus": "AVAILABLE_DATA_RETRIEVED"
                }
            ],
            "providerName": "Wells Fargo",
            "accountStatus": "ACTIVE",
            "accountType": "SAVINGS",
            "providerId": "5",
            "includeInNetWorth": true,
            "createdDate": "2017-09-21T06:08:26Z",
            "providerAccountId": 2204099
        }
    ]
}

Get started with Yodlee Account Aggregation

Start developing in minutes

Read the Documentation Sign-up for Free Account

Data Enrichment

The Yodlee Platform employs a 15 step process to clean, normalize, secure, store, and enrich your data so that it’s reliable and actionable.

Full year's worth of data - Yodlee API typically provides at least one year of data.

Enriched Transaction Data - Merchant recognition, address and geo-location information, included with transaction data.

Transaction Categorization - Accurate algorithms to categorize transactions using an expansive list of categories.

PDFs - Ability to return PDF’s across various categories

Simple Integration

3-Steps to Integrate

Register (or log in)

Enroll new user with Yodlee or obtain token for existing user
Add a user’s financial account(s)

Yodlee FastLink, an easy to use add account wizard, seamlessly handles the end to end user experience for adding accounts. You can build your own flow but we recommend using Yodlee FastLink to save time and energy.
API access to accounts and transaction data

Our RESTful API will help you access data in minutes.

Header :
Authorization : {cobSession=<cobrandToken>}
Api-Version : 1.1
Cobrand-Name : <customerName>

{
	"user": {
		"loginName": "testUser",
		"password": "TEST@123",
		"locale": "en_US"
	}
}

{
	"user": {
		"id": 37440620,
		"loginName": "testUser",
		"name": {
			"first": "FIRSTNAME",
			"last": "LASTNAME"
		},
		"roleType": "INDIVIDUAL",
		"session": {
			"userSession": "09142017_0:f982df6df793264fc1328d074c1d93e6465160c74eb99a8a18b5e184e24c6f4a7a29f329c81d49abe01c47815168fa94936db9b41afe085ce5f284a6add82bd3"
		},
		"preferences": {
			"currency": "USD",
			"timeZone": "PST",
			"dateFormat": "MM/dd/yyyy"
		}
	}
}