Connect Lite 2.0 Best Practices

We recommend using these best practices when using Connect Lite 2.0.

  • Search for a financial institution (FI)

  • Identify supported Finicity products at certified FIs

  • Generate a Connect Lite URL

Search for a Financial Institution

Given a search term by the user, search for matching institutions using the Get Institutions endpoint.

 curl -L -X GET
-H 'Accept: application/json' \
-H 'Finicity-App-Key: {{APP_KEY}}' \
-H 'Finicity-App-Token: {{PARTNER_SECRET}}' \

Note: We recommend displaying only one page of search results to encourage the users to make better word choice for searches. This eliminates the user scrolling through a long list of results.

Select a Financial Institution

Fincity products that are supported at a certified FI will return true.

“voa”: true,
“voi”: true,
“stateAgg”: false

Since FI certifications are frequently updated, we recommend using this real time data instead of caching.

"id": 101732,
"name": "FinBank",
"voa": true,
"voi": true,
"stateAgg": false,
"ach": true,
"transAgg": true,
"aha": false,
"accountTypeDescription": "TestFI",
"phone": "", "urlHomeApp":
"oauthEnabled": false,
"class": "testfi",
"specialText": "Please enter your FinBank Username and Password required for login.",
"specialInstructions": null,
"address": {
"city": "Utah",
"state": "",
"country": "USA",

"postalCode": "",
"addressLine1": "",
"addressLine2": ""
"currency": "USD",
"email": "",
"status": "online",
"newInstitutionId": null,
"branding": {
"logo": "",
"alternateLogo": "",
"icon": "",
"primaryColor": "#1B3E4A",
"tile": ""
"oauthInstitutionId": null

Generate a Connect Lite URL

Use the FI’s id, institutionID, to generate a Connect Lite URL.

Generate V2 Lite Connect URL
 curl -X POST \
--url '' \
-H 'Finicity-App-Token: Finicity-App-Token'\
-H 'Finicity-App-Key: Finicity-App-Key'\
-H 'Accept: application/json' \
-H 'Content-type: application/json' \
--data-raw '{
"partnerId": "1445585709680",
"customerId": "1005061234",
"institutionId": 101723,
"webhook": "",
"webhookContentType": "application/json",
"experience": "default"