# MX Documentation: Products

> Developer documentation for the MX platform. Covers connecting users to their financial institutions and retrieving enhanced account, transaction, and verification data with the Platform API and Connect Widget; Financial Insights, Personal Finance Management (PFM), and mobile banking experiences; and data products including Data Access, Customer Analytics, and Audiences.

## Products

### Connectivity

#### Connectivity

- [Connectivity Overview](https://docs.mx.com/products/connectivity/overview/index.md): Connect users to their financial accounts and retrieve the enhanced data you need.
- [MX Data Architecture](https://docs.mx.com/products/connectivity/overview/data-architecture.md): See how the MX platform's core resources relate to each other. Covers accessors, clients, users, members, institutions, accounts, and transactions, including each resource's relationships and who creates it.
- [Best Practices for Preventing ACH Returns](https://docs.mx.com/products/connectivity/overview/best-practices.md): Prevent ACH returns when you use Instant Account Verification (IAV) for account verification and transfers. Covers preventive and resolution steps for each return code and running only one IAV per account.
- [Handling Multifactor Authentication](https://docs.mx.com/products/connectivity/overview/mfa.md): Handle multifactor authentication challenges when aggregating user financial data.
- [Unified Product Ordering](https://docs.mx.com/products/connectivity/overview/intro-to-unified-product-ordering/index.md): Aggregate data from multiple products in a single API call.

##### Sending Held Data

- [Sending Held Data](https://docs.mx.com/products/connectivity/overview/held-data/index.md): Choose which method is best to send your held data to MX.
- [MDX Real Time Workflow](https://docs.mx.com/products/connectivity/overview/held-data/mdx-real-time.md): Learn about the Real Time method for sending held data and how to queue actions.
- [MDX On Demand Workflow](https://docs.mx.com/products/connectivity/overview/held-data/mdx-on-demand.md): Learn about the On Demand method for sending held data and how to prioritize requests.
- [Held Data Best Practices](https://docs.mx.com/products/connectivity/overview/held-data/best-practices.md): Apply these best practices when sending held data.

##### Connect Accounts

- [Connect Accounts](https://docs.mx.com/products/connectivity/overview/connectivity-integration-guides/index.md): Choose between Connect Widget and API-only integration methods to connect users to their financial accounts.
- [Integrate using MX's Connect Widget](https://docs.mx.com/products/connectivity/overview/connectivity-integration-guides/connect-widget-flow.md): Connect users to their financial institutions and retrieve their data with the Connect Widget and Platform API. Covers getting a widget URL, setting products, embedding the widget, widget events, OAuth and microdeposit flows, connection statuses, and data retrieval.
- [Integrate without using MX's Connect Widget](https://docs.mx.com/products/connectivity/overview/connectivity-integration-guides/api-only-flow.md): Connect users to their financial institutions and retrieve data using the Platform API without MX's Connect Widget.

#### Aggregation

- [Account Aggregation](https://docs.mx.com/products/connectivity/account-aggregation/index.md): Get account and transaction data by connecting end users' financial accounts.

#### Verification

- [Account Owner Identification](https://docs.mx.com/products/connectivity/account-owner-identification/index.md): Get the name, address, and contact information for the owner of an account.
- [Balance Checks](https://docs.mx.com/products/connectivity/balance-checks/index.md): Get the available balance for an end user's financial accounts.
- [Statements](https://docs.mx.com/products/connectivity/statements/index.md): Retrieve monthly account statements in PDF format from an end user's financial institution. Covers Connect Widget and Platform API integration options and the Read Statement by Member endpoint.
- [Extended Transaction History](https://docs.mx.com/products/connectivity/extended-transaction-history/index.md): Get up to 24 months of account and transaction data.

##### Instant Account Verification

- [Instant Account Verification](https://docs.mx.com/products/connectivity/instant-account-verification/index.md): Get account and routing numbers for demand deposit accounts.

###### Move Money with a Processor Token

- [Intro to Processor Token](https://docs.mx.com/products/connectivity/instant-account-verification/processor-token/index.md): Reduce security risk by using processor tokens to give payment processors secure access to account data without storing sensitive information.
- [How-to Guide for Clients](https://docs.mx.com/products/connectivity/instant-account-verification/processor-token/client-guide.md): Learn how to move money with a payment processor.
- [How-to Guide for Processors](https://docs.mx.com/products/connectivity/instant-account-verification/processor-token/processor-guide.md): Learn how to request and use access tokens to retrieve account information.
- [Best Practices](https://docs.mx.com/products/connectivity/instant-account-verification/processor-token/best-practice.md): Apply these best practices to prevent ACH returns.

##### Microdeposits

- [Microdeposits](https://docs.mx.com/products/connectivity/microdeposits/index.md): Verify account details by making two small ACH deposits for end user confirmation.
- [Microdeposits Workflow in the Connect Widget](https://docs.mx.com/products/connectivity/microdeposits/connect-widget.md): Verify account information with microdeposits in the Connect Widget when an institution doesn't support Instant Account Verification. Covers the request and verification workflows, polling microdeposit status, and related widget events.
- [Build a Microdeposits Flow with our API](https://docs.mx.com/products/connectivity/microdeposits/api-only.md): Build a microdeposits flow using the Platform API to let end users verify their accounts with institutions that don't support Instant Account Verification.

### Personal Finance Management

#### Personal Finance Management

- [Personal Finance Management](https://docs.mx.com/products/experience/pfm/index.md): Help users visualize and manage their finances with Personal Finance Management (PFM) widgets. Covers available widgets, theming, notifications, supported browsers, dimensions, and languages.
- [PFM Best Practices](https://docs.mx.com/products/experience/pfm/best-practices.md): Increase engagement with Personal Finance Management (PFM) widgets. Covers placing the Money Dashboard and Mini or Micro Widgets, sizing tips, theming, and tracking metrics.
- [PFM Notifications](https://docs.mx.com/products/experience/pfm/notifications.md): Configure notifications to keep users informed about their financial activities.

##### Widget Overviews

- [PFM Widgets](https://docs.mx.com/products/experience/pfm/widget-overviews/index.md): Compare Personal Finance Management (PFM) widgets and see which have full, mini, and micro versions. Covers the Money Dashboard Widget and enabling individual widgets.
- [Accounts Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/accounts-widget.md): A widget that displays linked accounts and account details.
- [Budgets Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/budgets-widget.md): A widget that helps users create and track spending budgets.
- [Cash Flow Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/cash-flow-widget.md): A widget that shows users their income and spending trends.
- [Connections Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/connections-widget.md): A widget that displays and manages connected financial accounts.
- [Debts Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/debts-widget.md): A widget that tracks and analyzes user debt balances and payments.
- [FinStrong Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/finstrong-widget.md): A widget that provides financial health scoring and insights.
- [Goals Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/goals-widget.md): A widget that helps users set and track financial goals.
- [Investments Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/investments-widget.md): A widget that displays investment holdings and performance.
- [Money Dashboard Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/money-dashboard-widget.md): A widget that consolidates multiple PFM widgets into one dashboard.
- [Net Worth Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/net-worth-widget.md): A widget that displays calculated net worth and financial summary.
- [Recurring Transactions Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/recurring-transactions.md): A widget that displays recurring transactions and payment schedules.
- [Settings Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/settings-widget.md): A widget that enables users to customize their PFM preferences.
- [Spending Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/spending-widget.md): A widget that displays spending patterns and categories.
- [Transactions Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/transactions-widget.md): A widget that displays transaction history and details.
- [Trends Widget](https://docs.mx.com/products/experience/pfm/widget-overviews/trends-widget.md): A widget that displays spending and income trends over time.

##### Integration Guides

- [PFM Integration Guides](https://docs.mx.com/products/experience/pfm/integration-guides/index.md): Learn how to integrate Personal Finance Management widgets into your application.
- [Integrating PFM Widgets](https://docs.mx.com/products/experience/pfm/integration-guides/integrate-a-widget.md): Integrate PFM widgets on a website with an iframe or in a mobile app with a WebView using the Platform API. Covers generating widget URLs, creating event listeners, deep linking Money Dashboard Mini Widgets, and fixing common WebView problems.
- [PFM Widget Events](https://docs.mx.com/products/experience/pfm/integration-guides/widget-events.md): Listen for and handle widget events from PFM widgets. Covers event properties, URL-based events in mobile WebViews, application events, and events for the Money Dashboard, Connections, and Mini Finstrong widgets.
- [Build a Spending Plan UI](https://docs.mx.com/products/experience/pfm/integration-guides/build-your-own-spending-plan-ui.md): Build a custom spending plan interface using the API.

###### Personalization

- [Custom Tags and Taggings for Transaction Personalization](https://docs.mx.com/products/experience/pfm/integration-guides/personalization/index.md): Label transactions with custom tags and taggings in the Platform API. Covers creating a tag, applying it with a tagging, listing taggings and tagged transactions, and updating or deleting both.
- [Using Transaction Rules for Automatic Categorization](https://docs.mx.com/products/experience/pfm/integration-guides/personalization/transaction-rules.md): Automatically recategorize matching transactions with transaction rules in the Platform API. Covers how matching works, automatic rule creation, and creating, updating, and deleting rules.
- [Create Custom Transaction Categories](https://docs.mx.com/products/experience/pfm/integration-guides/personalization/custom-categories.md): Create custom transaction categories under MX's default parent categories with the Platform API. Covers category limits and creating, assigning, updating, and deleting custom categories.

### Financial Insights

#### Financial Insights

- [Financial Insights](https://docs.mx.com/products/experience/insights/index.md): Deliver dynamic, personalized, and predictive financial insights using our widgets or API to inform, guide, and protect end users towards financial wellness.
- [Financial Insights Best Practices](https://docs.mx.com/products/experience/insights/best-practices.md): Increase user engagement with Financial Insights. Covers combining the Insights, Mini Insights, and Micro Insights widgets, placing them in high-traffic areas, and creating your experience.

##### Insights Library

- [Insights Library](https://docs.mx.com/products/experience/insights/library/index.md): Browse all available Financial Insights categories.
- [Borrow](https://docs.mx.com/products/experience/insights/library/borrow.md): Explore borrowing and credit-related insights.
- [Save](https://docs.mx.com/products/experience/insights/library/save.md): Explore saving and deposit-related insights.
- [Spend](https://docs.mx.com/products/experience/insights/library/spend.md): Browse spending insights in the Insights Library, such as upcoming bills and subscription alerts. For each insight, see when it generates, its customizable text, and example images.
- [Plan](https://docs.mx.com/products/experience/insights/library/plan.md): Explore planning and budgeting-related insights.

##### Insights Widgets

- [Insights Widgets](https://docs.mx.com/products/experience/insights/widget-overviews/index.md): Compare the Financial Insights widgets (Insights, Mini Insights, and Micro Insights) to choose the best one for your use case.
- [Insights Widget Overview](https://docs.mx.com/products/experience/insights/widget-overviews/insights-widget.md): Show users a vertical feed of personalized financial insights. Covers calls to action, configurations, hiding insights, insight details, dimensions, user feedback, and load failure messages.
- [Mini Insights Widget Overview](https://docs.mx.com/products/experience/insights/widget-overviews/mini-widget.md): Embed the Mini Insights Widget, a lightweight carousel of up to five insight cards with shorter copy. Covers configurations and customizations, insight dates, which insights display, supported dimensions, and zero states.
- [Micro Insights Widget Overview](https://docs.mx.com/products/experience/insights/widget-overviews/micro-widget.md): Embed the Micro Insights Widget, a compact carousel of up to five insight cards users can swipe through. Covers configurations and customizations, the More Insights Available card, recommended dimensions, supported character counts, and zero states.

##### Integration Guides

- [Insights Integration Guides](https://docs.mx.com/products/experience/insights/integration-guides/index.md): Find guides for integrating Financial Insights, including embedding the Insights Widget and building your own insights UI. Covers localizing insights widgets with the Accept-Language header and the supported languages.
- [Integrating Insights Widgets](https://docs.mx.com/products/experience/insights/integration-guides/integrate-insights-widget.md): Step-by-step guide to integrating MX Insights Widgets on websites and mobile apps using iFrame or native implementations.
- [Widget Events](https://docs.mx.com/products/experience/insights/integration-guides/widget-events.md): Handle widget events triggered by Financial Insights widgets.
- [Build Your Own Insights UI](https://docs.mx.com/products/experience/insights/integration-guides/insights-api-guide.md): Build a custom insights UI with data from the Insights API. Covers UI considerations, detecting new insights with webhooks, choosing copy and associated resources to display, actionable insights with CTAs, and insight template names.
- [Migrate From Beats To Insights API](https://docs.mx.com/products/experience/insights/integration-guides/beats-migration-guide.md): Migrate from the Beats API to the Insights API on the Platform API. Covers the summary of changes, how each Beats endpoint maps to an Insights endpoint, and which fields stay the same or are replaced.

### Mobile Banking

#### Mobile Banking

- [Mobile Banking](https://docs.mx.com/products/experience/mobile/index.md): Learn how to customize the mobile banking app for your users.

##### Features

- [Features](https://docs.mx.com/products/experience/mobile/features/index.md): Explore all mobile app features.
- [Accounts](https://docs.mx.com/products/experience/mobile/features/accounts.md): View and manage all linked accounts from one place.
- [Card Manager](https://docs.mx.com/products/experience/mobile/features/card-manager.md): Let users view and manage their cards, including pausing, reporting lost or stolen, ordering a physical card, and adding to a digital wallet.
- [Connect](https://docs.mx.com/products/experience/mobile/features/connect.md): Enable users to connect their external financial accounts.
- [Contact Support](https://docs.mx.com/products/experience/mobile/features/contact-support.md): Let users get help and support directly from the app.
- [Credit Score](https://docs.mx.com/products/experience/mobile/features/credit-score.md): Let users view their FICO® Score and understand the factors that influence it.
- [Documents](https://docs.mx.com/products/experience/mobile/features/documents.md): Let users view their account documents, including account statements, tax forms, and notices.
- [Daily Limits](https://docs.mx.com/products/experience/mobile/features/daily-limits.md): Enable users to set and monitor daily spending and transaction limits.
- [Dashboard](https://docs.mx.com/products/experience/mobile/features/dashboard.md): Enable your users to customize a comprehensive overview of their financial health.
- [Feedback and Rating](https://docs.mx.com/products/experience/mobile/features/feedback-and-rating.md): Learn how users submit in-app feedback and rate their experience through the Send Feedback form and the Dashboard's App Rating card.
- [FDIC](https://docs.mx.com/products/experience/mobile/features/fdic.md): Display FDIC protection information to your users.
- [Locations](https://docs.mx.com/products/experience/mobile/features/locations.md): Display branch and ATM locations in the app.
- [Marketing](https://docs.mx.com/products/experience/mobile/features/marketing.md): Send personalized offers and promotions to users.
- [Notifications](https://docs.mx.com/products/experience/mobile/features/notifications.md): Help users get real-time alerts for account activity.
- [Settings](https://docs.mx.com/products/experience/mobile/features/settings.md): Enable users to personalize and customize their app experience.
- [Splash and Login](https://docs.mx.com/products/experience/mobile/features/splash-and-login.md): Configure the authentication experience for your users.
- [Transactions](https://docs.mx.com/products/experience/mobile/features/transactions.md): Enable users to view their transaction history.

###### Move Money

- [Move Money](https://docs.mx.com/products/experience/mobile/features/move-money/index.md): Learn all the ways in which users can move their money in the app.
- [Bill Pay](https://docs.mx.com/products/experience/mobile/features/move-money/bill-pay.md): Let users submit bill payments, manage recipients, and track payment activity and overdue payments from within the app.
- [Deposit Check](https://docs.mx.com/products/experience/mobile/features/move-money/deposit-check.md): Enable users to deposit checks with a mobile device.
- [Direct Deposit](https://docs.mx.com/products/experience/mobile/features/move-money/direct-deposit.md): Let users set up or switch direct deposit.
- [Internal Transfers](https://docs.mx.com/products/experience/mobile/features/move-money/internal-transfers.md): Enable users to move money between accounts within the same financial institution.
- [Quick Save](https://docs.mx.com/products/experience/mobile/features/move-money/quick-save.md): Let users make quick transfers to their savings account from the Dashboard.

##### Setup

- [Setup](https://docs.mx.com/products/experience/mobile/setup/index.md): Learn about setup and configuration options in the mobile app.
- [Theme Your Mobile App](https://docs.mx.com/products/experience/mobile/setup/theming.md): Learn about customizations to reflect your institution's brand.
- [WebViews](https://docs.mx.com/products/experience/mobile/setup/webviews.md): Learn how to configure and implement WebViews.

### Investment Data

#### Investment Data

- [Investment Data](https://docs.mx.com/products/data/investment-data-enhancement/index.md): Get enhanced investment holdings data and actionable insights into users' portfolios.

### Customer Analytics

#### Customer Analytics

- [Customer Analytics](https://docs.mx.com/products/data/customer-analytics/index.md): Get data-driven intelligence about your customers.

##### User Guide

- [Customer Analytics User Guide](https://docs.mx.com/products/data/customer-analytics/user-guide/index.md): Explore Customer Analytics dashboards to understand user behavior and growth.
- [Analytics Home](https://docs.mx.com/products/data/customer-analytics/user-guide/overview.md): View high-level KPIs and insights for your user base.
- [Competitive Insights](https://docs.mx.com/products/data/customer-analytics/user-guide/competitive-insights.md): Identify competitor engagement and cross-sell opportunities.
- [Customer Segments](https://docs.mx.com/products/data/customer-analytics/user-guide/customer-segments.md): Analyze customer behaviors and demographics for targeted marketing.
- [Deposit Attrition](https://docs.mx.com/products/data/customer-analytics/user-guide/deposit-attrition.md): Predict deposit risk and identify users at risk of attrition.
- [Digital Engagement](https://docs.mx.com/products/data/customer-analytics/user-guide/digital-engagement.md): Track user adoption rates and external account aggregation.
- [External Relationships](https://docs.mx.com/products/data/customer-analytics/user-guide/growth-opportunities.md): Find revenue growth opportunities from external account activity.
- [Portfolio Performance](https://docs.mx.com/products/data/customer-analytics/user-guide/portfolio-performance.md): Monitor investment portfolio metrics and performance trends.
- [Spend-to-Income](https://docs.mx.com/products/data/customer-analytics/user-guide/spend-to-income.md): Analyze spending patterns relative to income for better insights.

##### Integration Guides

- [New Client Integration Guide for Customer Analytics](https://docs.mx.com/products/data/customer-analytics/integration-guides/new-clients.md): Evaluate your new integration before enabling Customer Analytics.
- [Existing Client Integration Guide for Customer Analytics](https://docs.mx.com/products/data/customer-analytics/integration-guides/existing-clients.md): Evaluate your existing integration before enabling Customer Analytics.
- [Optimal Data Specifications](https://docs.mx.com/products/data/customer-analytics/integration-guides/data-options.md): Specify optimal data for maximum Customer Analytics value and accuracy.

### Messaging

#### Messaging

- [Messaging](https://docs.mx.com/products/data/marketing-hub/index.md): Create a focused, detailed, informed message seen only by the users who are most likely to respond.
- [Create a Messaging Campaign](https://docs.mx.com/products/data/marketing-hub/messaging-feature.md): Create a Messaging campaign with the dashboard's creation wizard. Covers selecting an audience, setting the delivery method, creating content, and sending or scheduling the message.
- [Mobile Deep Linking for Messaging](https://docs.mx.com/products/data/marketing-hub/deeplinking.md): Add deep links to Messaging campaigns that send mobile app users to a specific screen. Covers the link URL pattern and the supported primary and secondary screen values.
- [Embedded Spaces for Messaging Campaigns](https://docs.mx.com/products/data/marketing-hub/embedded-spaces.md): Run a Messaging campaign on your own website or app with embedded messages. Covers prerequisites, creating an embedded message, using the space code, and example code.
- [Messaging User Role Permissions](https://docs.mx.com/products/data/marketing-hub/user-role-permissions.md): Assign Admin or Viewer roles to Messaging team members. Covers what each role can do and how to add and edit team members.

### Audiences

#### Audiences

- [Audiences](https://docs.mx.com/products/data/audiences/overview.md): Create and manage audience segments for targeted marketing campaigns.
- [Import Audiences](https://docs.mx.com/products/data/audiences/import-audiences.md): Import user lists to create targeted campaign audiences.
- [Audience Assistant](https://docs.mx.com/products/data/audiences/audience-assistant.md): Use natural language to create audiences.
- [Sync Audiences](https://docs.mx.com/products/data/audiences/sync-audiences.md): Sync audiences to external CRMs for customer engagement.

### Data Access

#### Data Access

- [Data Access](https://docs.mx.com/products/data/data-access/index.md): Share and access financial data securely using FDX and OAuth standards.

##### Data Providers

- [Data Provider Reference](https://docs.mx.com/products/data/data-access/data-provider-reference/index.md): Learn how data providers use MX Data Access to share consented customer financial data with third-party apps through secure APIs.
- [MX-Hosted Implementations](https://docs.mx.com/products/data/data-access/data-provider-reference/hosted.md): Use the MX-hosted portal to manage your Data Access configuration.
- [The Customer Consent-Management Dashboard](https://docs.mx.com/products/data/data-access/data-provider-reference/consent-management-dashboard.md): Use the MX-hosted consent dashboard to manage consumer data sharing.
- [The Customer Consent Management Dashboard API](https://docs.mx.com/products/data/data-access/data-provider-reference/consent-management-api.md): Build a custom consent dashboard using the Consent Management API.

###### Portal User Guide

- [Data Provider Portal User Guide](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/index.md): Manage your Data Provider Portal configuration and apps.
- [Onboarding](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/onboarding.md): Onboard new data providers through the portal.
- [Overview](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/overview.md): Understand the Data Provider Portal interface.
- [API Documentation](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/api-documentation.md): Access API documentation in the Data Provider Portal.
- [Intermediaries](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/intermediaries.md): Manage intermediaries and third-party access.
- [All Apps](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/all-apps.md): View all apps integrated with your Data Provider Portal.
- [Configuration](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/configuration.md): Configure your data provider settings and credentials.
- [Settings](https://docs.mx.com/products/data/data-access/data-provider-reference/data-provider-portal/settings.md): Configure Data Provider Portal settings.

##### Channel Partners

- [Channel Partner Dashboard User Guide](https://docs.mx.com/products/data/data-access/channel-partner-portal/index.md): Manage Data Access implementation and configuration for your data provider clients.
- [Overview Page](https://docs.mx.com/products/data/data-access/channel-partner-portal/overview.md): Understand the Channel Partner Portal interface and key features.
- [Institutions](https://docs.mx.com/products/data/data-access/channel-partner-portal/institutions.md): Configure and manage institutions through the Channel Partner Portal.
- [Logs](https://docs.mx.com/products/data/data-access/channel-partner-portal/logs.md): View audit logs of Data Access activity in the Channel Partner Portal.
- [Team Members](https://docs.mx.com/products/data/data-access/channel-partner-portal/team-members.md): Manage team member access and permissions in the Channel Partner Portal.
- [Authentication](https://docs.mx.com/products/data/data-access/channel-partner-portal/authentication.md): Authenticate to the Channel Partner Portal using API tokens.
- [Settings](https://docs.mx.com/products/data/data-access/channel-partner-portal/settings.md): Configure Channel Partner Portal settings and preferences.

##### Data Recipients

- [Data Recipient Reference](https://docs.mx.com/products/data/data-access/data-recipient-reference/index.md): Build consumer-facing apps to access financial data.
- [OAuth](https://docs.mx.com/products/data/data-access/data-recipient-reference/oauth.md): Implement OAuth 2.0 for secure data access.
- [FDX 4.6 API](https://docs.mx.com/products/data/data-access/data-recipient-reference/fdx.md): Access financial data using the FDX standard.
- [Dynamic Client Registration](https://docs.mx.com/products/data/data-access/data-recipient-reference/dcr.md): Implement Dynamic Client Registration for secure API access.
- [Branding](https://docs.mx.com/products/data/data-access/data-recipient-reference/branding.md): Customize branding for Data Access.

###### Portal User Guide

- [Data Recipient Portal User Guide](https://docs.mx.com/products/data/data-access/data-recipient-reference/data-recipient-portal/index.md): Manage your Data Recipient Portal and app access.
- [API Documentation](https://docs.mx.com/products/data/data-access/data-recipient-reference/data-recipient-portal/api-documentation.md): Access API documentation in the Data Recipient Portal.
- [All Apps](https://docs.mx.com/products/data/data-access/data-recipient-reference/data-recipient-portal/all-apps.md): View all apps in the Data Recipient Portal.
- [Verified IPs](https://docs.mx.com/products/data/data-access/data-recipient-reference/data-recipient-portal/verified-ips.md): Manage verified IP addresses for security.
- [Logs](https://docs.mx.com/products/data/data-access/data-recipient-reference/data-recipient-portal/logs.md): View audit logs in the Data Recipient Portal.
- [Settings](https://docs.mx.com/products/data/data-access/data-recipient-reference/data-recipient-portal/settings.md): Configure Data Recipient Portal settings.

##### Premium features

- [Premium Data Access](https://docs.mx.com/products/data/data-access/premium-data-access/index.md): Enable premium features for advanced Data Access functionality.
- [Data Access Analytics](https://docs.mx.com/products/data/data-access/premium-data-access/data-access-analytics.md): Monitor Data Access usage and performance with analytics.
- [Data Access Consent Triaging](https://docs.mx.com/products/data/data-access/premium-data-access/data-access-consent-triaging.md): Triage and manage consent requests efficiently.
- [Data Access Events](https://docs.mx.com/products/data/data-access/premium-data-access/data-access-events.md): Monitor Data Access events in real time.
- [Data Access Webhooks](https://docs.mx.com/products/data/data-access/premium-data-access/webhooks.md): Receive real-time notifications via webhooks.
