Welcome to the MX Documentation

Documentation

Use our guides and references to integrate with MX.

FEATURED

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.

FEATURED

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

Account Owner Identification

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

Microdeposits

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

Balance Checks

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

Account Aggregation

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

Extended Transaction History

Get up to 24 months of account and transaction data

Statements

Get monthly account statements in PDF format

Data

Cleanse and categorize financial data

Data Access

Share your held data with an FDX open finance platform

Customer Analytics

Use data-driven intelligence about your customers

Messaging

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

Audiences

Create segmented user lists for targeted marketing campaigns

Investment Data

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

Experience

Personalized, digital financial experiences

Personal Finance Management

Create your own PFM solution using our widgets

Financial Insights

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

Mobile Banking

Create a mobile banking app for Android or iOS