Retrieving Connection Data
Once your customer has successfully completed a connection, you can access their financial information.
Accessing customer financial data
In order to access your customer's financial data, you can call the endpoints below. We typically adhere to two endpoint patterns:
- Get a singular result by
id - Filter through all results by various query parameters. Some of these are described below:
externalCustomerId- the id you provided Meld for your customer.customerId- the id Meld assigns for your customer.institutionId- the Meld id for a financial institution.financialAccountId- the Meld id for your customer's financial account.
Financial Data
To get back information on Balances, Identifiers, or Owners, use the financial accounts endpoint. See here for an example.
To get back a list of Transactions, use the transactions endpoint. See here for an example. Note that transactions are ordered by newest first, per each financial account. For more details on Meld's recommendation on how to fetch financial transactions, see here.
To get back a list of Investment Holdings, use the investment holdings endpoint. See here for an example.
To get back a list of Investment Transactions, use the investment transactions endpoint. See here for an example.
Metadata
To get back a list of connections, use the connections endpoint.
Resources
Updated 2 months ago