Account Aggregation

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.

Features

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Many Account types         


We support importing data from accounts of many types: savings, checking, credit card, loan, investment, insurance, etc.

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Users have control of access


Data access is controlled by user permission at all times.

Security and privacy protocols


Data access uses the same security and privacy protocols that commercial banks use.

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.

Features

Full year's worth of data


Yodlee API typically can provide up to one year of data.

Transaction Categorization


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

Enriched Transaction Data


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

Getting Started

Register user                                          


Register your new user with the POST /user/register API

Use FastLink to bring in accounts


Use the FastLink GUI from a browser, to handle the end-user experience for adding accounts.

Use APIs to build your app


Our RESTful API will quickly provide access to your users' current data. Issue a GET /accounts to get a list of accounts held by the user