What data can my business access from a user's linked financial account?

After collecting an account, you will be able to access the following information by default: last four digits of an account number, account category such as a current or savings account, and account nickname, if available. Before requesting additional data on a user's Financial Connections account, you must specify the data you want to access with the permissions parameter of the Financial Connections session; an array containing values from [payment_method, balances, ownership and transactions]. These values correspond to the following data:

  • Payment method: Tokenised account and routing number

  • Balances: Current and available balances

  • Account owners: Account owner name and postal address

  • Transactions (coming soon): Posted and pending transactions

To protect the privacy of your user's data, the account data that you can access is limited to the data you've specified in the permissions parameter.

Learn more about the data that you can access in the integration guide for Financial Connections fundamentals.

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