Finicity Manage

Get Customer Account Statement

Retrieve the customer’s bank statements in PDF format. Up to 24 months of history is available depending on the financial institution. Since this is a premium service, charges incur per each successful statement retrieved.

Our list of Supported Financial Institutions have confirmed that you can retrieve the following account types:

  • Checking
  • Savings
  • Money market
  • CDs
  • Investments
  • Mortgage
  • Credit cards
  • Loans
  • Line of credit

Set request timeout

We recommend the request timeout is set to 180 seconds to allow plenty of time for a response. The response is a binary string that you can save as a PDF file.

Error codes

HTTP 200: Success. The response is a binary string that you can save as a PDF file.

HTTP 203: The response contains an MFA challenge question in JSON format.

Contact one of our system engineers for help in resolving this error.

Load Historic Transactions

Load historic transaction is a service that aggregates the last 24 months of transactions for the account or accounts under the institutionLoginId specified. That data can then be retrieved with the endpoints for transaction retrieval. This service is billed on a customer level. If any aggregation of load historic transactions is run for the month for any accounts successfully that customer record will be billed at the premium price for this service for that month.

See Load Historic Transactions for Customer Account