Transactions

Use these endpoints to move funds into or out of a customer account or to retrieve lists of transactions.

General information on transactions

• About Transactions
• About Card Transactions
• Transaction History

Links to endpoints

• Get transactions for the specified account
  • Get Account Overview — Transactions and other info for an account landing page
  • Get Authorization History — Authorizations (not expired, settled, reversed, or completed)
  • Get Transaction History — All posted transactions (no authorizations or backouts)
  • Get All Transaction History — All transactions on the ledger
• Payments (deposits)
  • Create Payment — Move funds into the account. See Creating a Payment for instructions.
  • Get Direct Deposit Switch Token — Initiate direct deposit switch. See Direct Deposit Switch for instructions.
• Adjustments (withdrawals and administrative adjustments)
  • Create Adjustment — See Creating an Adjustment for instructions.
• Transfers (account-to-account transfers)
  • Create Account Transfer — See Creating an Internal Transfer for instructions.
• Fees
  • Assess Fee — See About Fees for instructions.
• Holds
  • Create Hold
• ACH (bank-to-bank transfers) — See ACH Endpoints for instructions:
  • Add ACH Account — Add a remote account for private individuals
  • Add ACH Account Corporate — Add a remote account for corporate entities
  • Create ACH Transaction — Create an ACH transaction (credit or debit) to an ACH account.
• Billpay (checks or electronic payments to billers) — See Creating a Billpay Transaction for instructions.
  • Add Paper Biller — Add a biller for paper checks
  • Add RPPS Biller — Add a biller for electronic payments
  • Create Bill Payment — Create a bill payment—scheduled or manual—to a paper or electronic biller