Request one-off or ongoing access to accounts. Aggregate balances and other details from bank, investment, KiwiSaver, and other financial accounts.
Choose an account to connect.
Provide consent and log in.
That account is now connected to your app.
Put everything into one place, and give users a reason to engage with their finances through your product.
Provide a dynamic view of net worth. Have a reason to engage with users through notifications of relevant events.
With a better understanding of your customer, your engagement can be personalised and more effective.
PocketSmith
Sugar Wallet
Dolla
Kubera
Tiger Brokers
PaySauce
Get details of all connected accounts. The response depends on the permissions you obtained from the user.