Admin Tools

  • OAuth Migration Overview

    Open authentication or OAuth is an increasingly common, secure method of data sharing where an end user gives permission to one application or website to access ...

  • Code Changes & Developer Documentation

    In order to migrate to Open Banking or OAuth, you may be required to offer developer support depending on the product you use. Select the product you use below f...

  • Call Center Impact - IMPAIRED Connection Status

    After you migrate your users to an OAuth connection, their connection with your institution will be placed in an IMPAIRED connection state. This is the same conn...

  • Changes to User Experience - The Modern Connectivity Experience

    When you migrate your existing customers over to Open Banking/OAuth authentication, they will need to authenticate their accounts and select their data sharing p...

  • Supporting Multiple Accounts

    When a user is transitioned to OAuth authentication, they are still able to connect multiple accounts from one financial institution. For example, they can conne...

  • Mobile App Redirection Problems - Call Center

    If you have a mobile application that uses Connect inside of a webview, after OAuth has been enabled for your client, you will need to follow the steps in the Co...

  • Client Dashboard Overview

    The MX Client Dashboard is a portal that provides a number of features to help you manage your integration with MX products. Currently available features are lis...

  • Aggregation Metrics Page

    The Metrics page of Client Dashboard shows the status of aggregation attempts for various financial institutions. The top MX institutions are listed and show a f...

  • User Lookup

    User Lookup helps your support team review individual end user actions to understand the steps they have taken to connect external institutions. Using this featu...

  • Viewing Log Data and Platform Stats

    In MX Client Dashboard, logs are available to help you test and troubleshoot API connections and issues. You can view logs for the Nexus and Real Time APIs, and ...

  • Viewing and Managing API Keys

    The MX Client Dashboard allows quick access to API keys for both your production and integration environments. Getting API keys for the first time Developer API ...

  • Whitelisting IP Addresses

    To protect both MX and MX clients, all IP addresses making calls to the Platform API, regardless of environment, will need to be whitelisted. Whitelisting IP add...

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