Stack Overflow
Stack Overflow

Questions tagged [customer-account-data-api]

The Customer Account Data API is part of the Intuit Partner Platform that provides developers access to end-user financial account and transactional information

The Intuit Customer Account Data API provides developers access to end-user financial account and transactional information from nearly 19,000 financial institutions, giving developers the ability to create custom financial applications that can range from analyzing consumer behavior to credit checks to innovative new small business solutions.

https://developer.intuit.com/docs/0020_customeraccountdata/0005_service_features

66 questions
1
vote
1 answer

Debugging a zero-transaction result from the transactions endpoint in customer data api

We use the https://financialdatafeed.platform.intuit.com/v1/accounts/account_id_goes_here/transactions endpoint on a recurring basis to fetch transactions for all of the accounts we sync. We've been using this stably for quite awhile now, across a…
Phillip Leslie
  • 33
  • 5
1
vote
1 answer

Intuit Partner Platform - Unauthorized access issue using production OAuth credentials

We're just going live with the Intuit API feature on our live application. We finished the last step of the process by uploading the X.509 certificate signed by Comodo PositiveSSL CA. Though our production access status shows up as ready now, we are…
bharathitm
  • 23
  • 4
1
vote
1 answer

Unusual CODE 103 reason when attempting to access a morgan stanley account

I'm getting this code and reason when attempting to connect to a morgan stanley account. Code:103 The acquisitionrequest is missing a needed login credential value. From what I understand a code 103 is invalid credentials. At the same time, this is…
critium
  • 612
  • 5
  • 16
1
vote
1 answer

account's balance at a point of time in AggCat

Is there anyway to obtain an account's info including account's balance at a point of time? Basically, I need to get the account's balance at the beginning of month and end of month for accounting purposes. However, a cron job to update account's…
hngo
  • 151
  • 6
1
vote
1 answer

Insertion/Deletion of account at an institution - AggCat API

1: If some account is actually deleted at an institution but is not deleted in AggCat service. What happens when Intuit pulls data from institutions to update accounts' info? The deleted account is not updated? 2: If some account is added at an…
hngo
  • 151
  • 6
1
vote
2 answers

where is transaction date in transaction in AggCat?

In the transaction xsd, I do not see any transaction date but for accounting purposes, that detail is essential. Is userDate or availableDate related to transaction date somehow?
hngo
  • 151
  • 6
1
vote
1 answer

UpdateInstitutionLogin in AggCat API always returns 200 OK

I've tried the method UpdateInstitutionLogin in AggCat API with correct userId but wrong password. However, the status is always 200, which means the update doesn't really verify the credentials. Could someone please explain to me this issue?
hngo
  • 151
  • 6
1
vote
1 answer

Error 408 in AggCat Service: The challengeSessionId cannot be found or has expired

When testing with login "tfa_choice", I chose answer "Fail" to the question. As expected, the login failed. However, submitting another answer, like "Wilson" with the same challenge_session_id, challenge_node_id and challenge_id, I got back the…
hngo
  • 151
  • 6
1
vote
2 answers

error: (407) Proxy Authentication Required in the IPP .Net AggCat DevKit

I'm trying to perform some basic actions on the .NET Sample App for Customer Account Data. The problem happens in the following code snippet (when I'm selecting a bank and expecting its details): protected void…
Alex
  • 61
  • 1
1
vote
2 answers

Why does discoverAndAddAccount method of the API Explorer return a General IO Error?

Calling the discoverAndAddAccount method via the API Explorer returns the following error: HTTP Status 500 - message=General IO error while proxying request; errorCode=006003; statusCode=500. Can anybody help me identify what I missed?
bharathitm
  • 23
  • 4
1
vote
2 answers

Customer Account Data getInvestmentPositions missing data?

I'm trying to use the results from CustomerAccountData API; getInvestmentPositions, with the API call to getAccountTransactions. Based on the API alone, getInvestmentPositions seems to have enough information such as SecurityInfo but that part…
critium
  • 612
  • 5
  • 16
1
vote
2 answers

No Challenge session id or Challenge node id in discoverAndAddAccounts() in API explorer

I've tried to add a CIBC account using the API explorer interface. I've got back a 401 response with response body specifying a challenge. However, in the response header, there is only "content-length", no challenge session id or challenge node id…
hngo
  • 151
  • 6
1
vote
1 answer

API Explorer: Missing Certificate Error

I am following these instructions: https://developer.intuit.com/docs/0020_customeraccountdata/007_firstrequest Everything seems to work, but I am getting a "Missing certificate" trying to connect to the API Explorer. My private key uploads just…
vinhboy
  • 8,542
  • 7
  • 34
  • 44
1
vote
1 answer

Intuit Customer Account Data API and Categorization

In reference to the Customer Account Data API, is there a way to get a listing of all possible categories that Intuit uses to categorize a transaction?
Sundance
  • 52
  • 5
1
vote
1 answer

Under what situation would the discoverAndAddAccountsResponse method in IPP AggCat be used?

I understand to verify that a bank is not asking more than one set of MFA questions, you must check the results from each discoverAndAddAccounts call, but IPP AggCat for .Net also offers the discoverAndAddAccountsResponse method. Can this method…
Sundance
  • 52
  • 5
1
2
3 4 5