Connectivity

  • MXapi Overview

    MX offers a wide variety of financial data  API services using the REST architecture. These are collectively known as MXapi. These services are powered by variou...

  • What is a member?

    A member is an object on the MX platform that represents a connection between a user and an institution. For example, when an end-user of your app goes to connec...

  • What is Account Aggregation?

    Account aggregation is the process of gathering multiple financial accounts' data so users can see every account and transaction in one place. Aggregation Method...

  • Extended Transaction History Overview

    Extended Transaction History (History) is a service within the MXapi framework that enables an you to access a much longer transaction history than is available ...

  • Account Aggregation Overview

     Account Aggregation enables you to connect to thousands of financial institutions to gather end-user account and transaction data. MX uses a patented, multi-sou...

  • Statement Aggregation Overview

    Statement Aggregation (Statements) enables you to access end-user monthly account statements. The most recent monthly statement for a given account is provided i...

  • Verification and Identity Flowchart

    The flowchart and steps below walk you through a simplified version of the process behind running a verification through the Connect widget, as well as the proce...

  • Micro-deposits Overview

    Micro-deposit verification (Micro-deposits) is a service within the MXapi framework that enables an organization to verify that an end user has access to a given...

  • Balance Checks Overview

    Balance Checks (BC) enables you to periodically access account balances without collecting all of the account and transaction data typical of standard aggregatio...

  • Identity Verification Overview

    Identity Verification (IV) is a service that enables you to identify the owner(s) of an account. This includes the full name(s) associated with an account, and, ...

  • Instant Account Verification Overview

    Instant account verification (IAV) is a connectivity feature that allows you to access financial account information such as account and routing number for verif...

  • Build your perfect Connect widget

    Connect is a ready-made and embeddable application that allows you to quickly add members to the MX platform and navigate the complex aggregation process. It sea...

  • Reporting API Implementation Guide

    This guide outlines what you must provide to MX to start using the Reporting API. The Reporting API enables you to track changes for all your users’ data held on...

  • Reporting API FAQ

    The MX Reporting API enables a partner to programmatically pull MX's data into their system on a per-client basis. This data is requested by providing the date, ...