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.

The Envestnet | Yodlee Data Model pages explain the entities that are provided in the response of Yodlee APIs v1.1 in detail. This helps you define the entities to read the payload returned by our services. Here you can browse through the respective endpoints and view the supported list of attributes, their data types, and the valid set of values for an attribute.

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

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.

Webhooks are notifications (HTTP callbacks) from us to you that let you know an event has occurred. You can then take action as needed. This documentation covers webhooks for Yodlee v1.1 APIs.

Swagger is an industry-standard language for specifying APIs. Using YAML or JSON, it can document the names and parameters within an API.

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.

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

Data extracts services help Envestnet | Yodlee customers (cobrands) retrieve their consumers' data efficiently and securely. These services provide incremental payload data inserted, updated, or deleted in the system for a defined duration.

Transaction Data Enrichment (TDE) provides consumers with greater clarity into their financial transactions. Powered by Envestnet | Yodlee’s proprietary machine learning engine, TDE augments and refines financial transaction data by adding a simple description, merchant name, category, and geolocation in a contextualized manner based on learnings from millions of transactions.

Yodlee API implementation errors are returned in JSON format. 

Frequently asked questions about Data Aggregation, FastLink, Security, Transaction Data Enrichment, US Open Banking, Data & Documents, User & Account Management, and Testing & Deploying.

Migration from older pages

Information about scheduled automatic refresh, refresh scheduling policy, and refresh frequency policy.

The Envestnet D&A Credit LLC Credit Accelerator solution allows consumers to link their accounts across financial institution(s) and generate a Credit Accelerator file for the lender to use in the loan underwriting or another credit review and approval process.

Implementation details for each insight.