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Products on a connection are first specified in the /connect/start request, but you may want to add products retroactively — for example, enabling INVESTMENT_HOLDINGS on a connection that originally only requested BALANCES. This page is for developers expanding the data they retrieve from an existing connection without sending the customer back through the widget.

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Before you begin

  • You have an existing connection in a non-terminal status (not EXPIRED or DELETED)
  • The product you want to add is supported for retroactive addition on the connection’s underlying service provider — see the support matrix below
  • You understand that the new product lands in optionalProducts and is aggregated on a best-effort basis

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How updating works

Call the update endpoint with the connection id and the products to add. Depending on the service provider, there may be limitations on which products can be added retroactively — the institution may not support the new product, or the provider may require additional customer consent. The newly requested products are added to optionalProducts on the connection and are aggregated on a best-effort basis.
Adding products via the update endpoint does not guarantee data will be returned for those products. If the provider requires re-authentication, you may need to send the customer through the repair flow to capture the new product.
For the full request and response schema, refer to the Bank Linking API reference.

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Support matrix

Below are the products that can be added post-connect for each service provider (assuming the institution already supports them):
Finicity
X
X
X
X
X
X
Plaid
X
X
X
X
X
X
Yodlee
MXonly if INVESTMENT_TRANSACTIONS is already a productonly if INVESTMENT_TRANSACTIONS is already a productonly if TRANSACTIONS or INVESTMENT_HOLDINGSis already a product
Salt Edge Open Banking
Salt Edge Partners
Mesh
Akoya
X
X
X
X
X
X
For MX, INVESTMENT_TRANSACTIONS can only be added after the connection is made if TRANSACTIONS was specified as a product on the original /connect/start call, and vice versa.