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After users connect their accounts, you can retrieve financial data such as account balances, transaction history, account numbers, and more. To do this, integrate using either MX’s Connect Widget or using only MX’s Platform API. Your use case and technology determines which method of integration you should use. Use the following table to decide which integration method is the best for you.

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Sending Held Data

For financial institutions that have held data to share with MX, see Sending Held Data.

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Creating Users

A user represents your end user in the MX system. There are two ways to create a user on the MX system: To create a user with the Platform API, make a request to the Create User endpoint.
BEST PRACTICESIn this request, we recommend that you include:
  • A unique id of your choice. See Identifiers and Metadata.
  • metadata, such as the date the user was created or the end user’s name. Don’t include any sensitive information here, such as credentials.
  • A first name, last name, and email if the data is available. This data greatly improves analytics data and troubleshooting for support issues on specific users.

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Next Steps

Use one of these guides based on the integration method you chose.

Integrate using MX's Connect Widget

Use our Connect Widget and Platform API to let end users connect to their accounts.

Integrate without using MX's Connect Widget

Use our Platform API and a non-MX connection experience.