Client Dashboard

  • 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...

  • Creating and Managing Webhooks

    The MX Client Dashboard makes it easy to set up, test, and manage webhooks. MX provides webhooks that send HTTPS callback requests to the URL of your choice. Thi...

  • Setting up OAuth

    This article briefly introduces the OAuth section of Client Dashboard. For more detailed information about OAuth, read the OAuth/Open Banking Migration Overview ...

  • Managing MXmobile (Helios) Maintenance Messages

    If you are an MXmobile (Helios) customer, you have the ability to put MXmobile in maintenance mode. Maintenance mode disables some or all features for the MXmobi...

  • Resetting Your Client Dashboard Password

    It is good practice to occasionally reset passwords used in MX Client Dashboard. To change the password, navigate to the login page and follow the steps below. ...

  • Managing Users and Permissions

    In MX Client Dashboard, you can add as many team members as you’d like without additional charge. Each team member can have specific page permissions and can be ...