Refresh accounts belonging to a connection

curl --request POST \
  --url https://api-sb.meld.io/bank-linking/connections/{connectionId}/refresh \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '{
  "products": []
}'

{
  "requestId": "<string>",
  "serviceProviderDetails": {}
}

Connections

Refresh accounts belonging to a connection

Trigger a refresh of all financial accounts for a given institution connection with the latest information from the service provider. This is a premium service for most service providers and should be used sparingly for requesting up-to-date data as of the time of the call to this endpoint. Transaction and balance data is updated daily by service providers, and Meld’s webhooks will notify of these updates so that product data does not become stale.

Note: By default, historical transactions are loaded upon initial connection for all providers. This is a premium service for Finicity and MX, so if this is not desired please reach out to Meld support to disable this feature. After doing so, then historical transactions will only be loaded after the first time a refresh is requested for a Finicity/MX connection that has transactions as an available product.

Note: Duplicate provider connections occur when the same customer connects to the same institution using the same login credentials through the same service provider. In such cases, only the most recently refreshed of these duplicates is actively maintained and the rest are considered inactive. Choosing to refresh an inactive duplicate will cause it to become the new active duplicate and it will assume the same connection status as the previous active duplicate. The previous active duplicate will now be considered inactive.

POST

bank-linking

connections

{connectionId}

refresh

Refresh accounts belonging to a connection

curl --request POST \
  --url https://api-sb.meld.io/bank-linking/connections/{connectionId}/refresh \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '{
  "products": []
}'

{
  "requestId": "<string>",
  "serviceProviderDetails": {}
}

Authorizations

Authorization

string

header

default:BASIC <Meld API Key>

required

Path Parameters

connectionId

string

required

Connection id

Body

application/json

products

enum<string>[]

List of products to refresh for the connection. Can only select products which were included when the connection was made. Another way to say this is you cannot request a refresh of products the customer has not granted access to. If no products are specified, all products from the connection are refreshed.

Available options:

BALANCES,

IDENTIFIERS,

INVESTMENT_HOLDINGS,

INVESTMENT_TRANSACTIONS,

OWNERS,

TRANSACTIONS

Response

Request for refresh has been accepted

requestId

string

The id of this request

serviceProviderDetails

object

Additional Service Provider details, may be null

Show child attributes

Bank linking connection update Bank linking connections import

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