Overview

Transfers Connect gives you access to financial information from your users. You can receive your user’s transactions, initiate transactions, and retrieve real-time balances using Transfers Connect.

The Connect process is broken down into the following steps:

Once you launch the Connect widget, your users are informed about the process and can consent to let you access their financial data.

2. Authentication

Your users choose a supported bank account and authenticate by logging in with their banking credentials.

After your users connect their bank accounts, you can access their financial data via the Transfers Connect API.

Last updated