Launch an interactive wizard to connect a new bank or credit card account. Renders a guided UI for searching institutions, entering credentials, and handling MFA verification.

Search for banks and financial institutions by name

Create a new bank connection with login credentials. Returns a job ID for polling.

Check the status of a bank connection job. Used during the connection flow.

Submit an MFA response (security question answer, verification code, captcha, etc.)

List accounts for a specific bank connection

List all linked bank connections (UserInstitutions) for this account.

List all accounts for a bank connection. Provide the UserInstitution ID.

Get transactions for a bank account. Defaults to last 90 days.

Trigger a fresh data pull from the bank for a specific account. Returns a job ID to poll.