Welcome to Yodlee Docs

The APIs and tools to make Yodlee products come to life.

APIs

Software tools to help you bring your app to life

APIs Documentation

User-permitted and secure access to your users’ financial accounts, including checking, savings, investments, loans, and rewards accounts.

 

Core APIs

Instantly verify the bank account, balance, and ownership to mitigate risk and enable frictionless onboarding and payments setup.

Core APIs

Supports end-users providing permission to service providers for direct access to current accounts

Solutions APIs

Supports end-users providing permission to service providers for direct access to current accounts

 

Solutions APIs

Supports end-users providing permission to service providers for direct access to current accounts.

Solutions APIs

Reviews past income and outgoings to predict future balances. Click on the "padlock" icon to apply to use.

Solutions APIs

Get summary-level data of credit transactions grouped by either category or merchant.  Click on the "padlock" icon to apply to use.

 

Task APIs

Tools

Software tools to help you bring your app to life

Getting Started

Authentication/authorization using an API call with your clientId, secret, and a user's loginName. This new authentication approach is used by developers who registered their accounts after April 2, 2020.
JWT information remains here for developer accounts registered before April 2, 2020. New developer registrations use client credential authentication.
These are web apps (servlets with HTML/JS) to demonstrate the use of linking an account with FastLink, getting a list of a user’s linked accounts, and getting a list of transactions for a specific account.
FastLink is a Javascript module that will help your end users link their accounts using a browser. It will save you time and effort to use FastLink in your app.

Coding Tools

Swagger is an industry-standard language for specifying APIs. It can document the names and parameters within an API, using YAML or JSON.
Introduction The Yodlee Java SDK provides a simple and efficient way to invoke Yodlee API services. Integration is quicker using the SDK, freeing up more time for developing your business solution. The SDK offers: Client credential-based authentication Creation of JWT authentication tokens Creation
Postman is a powerful tool with a graphical user interface for working with RESTful APIs. Get started here to explore the Yodlee APIs with Postman.

Testing

Use your own real-world accounts during testing as much as possible. The Dummy Account Generator tool will help you generate additional, specialized test accounts (dummy accounts) for increased testing.

Documents

Get access to user’s aggregated financial data and verify account ownership easily.