Finicity (a Mastercard company) is a US-focused open banking provider. Meld supports Finicity for Balances, Identifiers, Owners, Transactions, Investment Holdings, and Investment Transactions across United States and Canadian institutions.
Do not attempt to set up webhooks from Finicity to Meld. Meld passes Finicity the correct webhook URL when initiating the Finicity widget (in any environment).
Supported Countries
Meld supports Finicity institutions in the United States (US) and Canada (CA).
Configuration Settings
If you have your own Finicity account that you wish to integrate with Meld, you will need to provide the following credentials securely on the Meld Integrations Tab on the dashboard:
- App Key
- Partner Id
- Partner Secret
- Experience Id
Special considerations
Finicity refreshes existing connections once a day with the institution. They do not notify when these updates occur, so Meld polls daily to check for updates.
Finicity bills extra for aggregating historical transactions. Meld loads them by default on the initial connection. Contact Meld if you would instead like to configure Finicity connections to only load historical transactions once the first forced refresh is triggered for the connection.
