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Documentation

Use our guides and references to use and integrate with MX.

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Screenshot of some code in CSharp related to the Connect Widget, displayed behind the device mockup in the foreground showing the Connect widget
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Rendering of the successful deposit verification for a mobile device.
Rendering of the account selection screen for connecting bank account on a mobile device
Payment Verification

Quickly verify financial data including direct deposit account information, account balances, and account owners to ensure a smoother experience for consumers and help mitigate risk.

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Rendering of the successful account creation modal screen for a mobile device.
Deposit Account Opening

Provide a frictionless process for consumers to easily open and fund new financial accounts.

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connectivity
Connect to and verify financial data
Instant Account Verification

Get account and routing numbers

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Account Owner Identification

Get the name, address, and contact information for the owner of an account

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Microdeposits

Verify account details by making two, small ACH deposits for end user confirmation

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Balance Checks

Get the available balance for an end user's financial accounts

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Account Aggregation

Get account and transaction data by connecting end users' financial accounts

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Extended Transaction History

Get up to 24 months of account and transaction data

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Statements

Get monthly account statements in PDF format

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data
Cleanse and categorize financial data
Data Access

Share your held data with an FDX open finance platform

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Customer Analytics

Use data-driven intelligence about your customers

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Messaging

Create and deploy messaging campaigns to MX Experiences products or your internal app/website

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Investment Data Enhancement

Get enhanced investment holdings data and actionable insights into users' portfolios

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experience
Personalized, digital financial experiences
Personal Finance Management

Create your own PFM solution using our widgets

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Financial Insights

Deliver dynamic, personalized, and predictive financial insights using our widgets or API

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Mobile Banking

Create a mobile banking app for Android or iOS

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