Yodlee provides the following environments to registered developers. If not already registered, please go here to create a developer account.
- Sandbox – available to all registered developers for access to the APIs using preconfigured test users and test data only.
- Development – available to registered developers with a 90-day free trial via the Launch plan. Continued access is available via the Grow plan for a small monthly fee. This is a live environment with access to all supported sites for up to 100 activities using aggregation and account verification.
- Production – available to registered developers with a 90-day free trial via the Launch plan. Continued access is available via the Grow plan for a small monthly fee. This a live environment with access to all supported sites for up to 100 activities using aggregation and account verification. Server-to-server integration with the Yodlee API production environment requires whitelisting your server IP address.
Development and production environment access are both granted at the time when the Launch plan is approved. For more information about available pricing plans, please go to Pricing.
Authentication and Authorization
Each environment requires dedicated keys for authentication and authorization. You can read more about authentication and authorization with Yodlee APIs here.
Sandbox Environment
The sandbox environment is available by default as you register at the Developer Portal. In the sandbox, Yodlee provides a preconfigured issuer ID with an RSA Private Key.
Sandbox users registered before January 7, 2019
If you registered for the sandbox before January 7, 2019, you are using our deprecated cobrand and user credential-based authentication mechanism. Learn more about how to use cobrand and user credential based authentication.
Development and Productions Environments
Please request live environment access from the API Dashboard of your Yodlee developer account.
Yodlee provides two distinct environments to support your product. The development environment, as the name suggests, allows you to work through all the product life cycles before deployment. The production environment comprises higher-performance servers with stricter security. The two environments are distinguished by the API endpoint host portion of the URL.
RSA Private and Public Keys
You will need to generate separate RSA public/private key pairs for your development and production environments. The public keys must be uploaded in unencrypted 2048 bit PKCS#8 encoded format. Your private keys should never be revealed outside your own systems. It is critical they are stored safely and securely.
Generate Issuer ID
Once you have been granted access to live environments, you will be able to manage your Issuer ID from the API Dashboard. To generate your Issuer ID, upload your RSA Public Key to the Yodlee servers via the Manage Auth Keys on the API Dashboard. It will take about 2-3 minutes for your Issuer ID to be generated. Refresh the page and your Issuer ID will be displayed next to your uploaded Public Key.
Once you have your Issuer ID, you can begin making API calls in your live environment. Refer to this page to understand authentication and authorization of Yodlee API calls.