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Testing Multiple Account Owners

You can test multiple account owners using just our API endpoints or using our Connect Widget and API endpoints. By the end of this testing, an object will return for multiple account owners along with their contact information.

Example of the returned object

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{
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"account_owners": [
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{
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"guid": "ACO-51aac426-03c4-4e12-8efe-91e9799e401f",
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"user_guid": "USR-ee249425-9a0c-4c73-9fc6-52ca3ad70063",
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"member_guid": "MBR-4a74a38f-975a-4aa9-94d5-459900e018ed",
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"account_guid": "ACT-b2f3e208-e568-4728-8dda-c3a1a6a57f22",
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"owner_name": "John Smith",
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"address": null,
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"city": null,
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"state": null,
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"postal_code": null,
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"country": null,
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"email": "test@example.com",
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"phone": null,
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"first_name": null,
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"last_name": null
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},
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{
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"guid": "ACO-3fd5012d-9098-46f4-988f-8938a42dd81a",
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"user_guid": "USR-ee249425-9a0c-4c73-9fc6-52ca3ad70063",
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"member_guid": "MBR-4a74a38f-975a-4aa9-94d5-459900e018ed",
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"account_guid": "ACT-b2f3e208-e568-4728-8dda-c3a1a6a57f22",
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"owner_name": "Mary Smith",
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"address": "123 Easy St",
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"city": "Schenectady",
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"state": "NY",
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"postal_code": "12345",
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"country": "USA",
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"email": "mary.smith@example.com",
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"phone": "+1123-456-7890",
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"first_name": null,
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"last_name": null
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}
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],
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"pagination": {
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"current_page": 1,
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"per_page": 25,
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"total_entries": 1,
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"total_pages": 1
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}
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}

You must use the MXCU (OAuth) institution ("institution_code": "mxcu_oauth") in the integrations environment. The MXCU (Credential) institution doesn't support multiple account owners.

If you're unable to find this institution using our Connect Widget or through searching with our API endpoints, please contact us and we'll enable this institution for you.

Login Credentials

When following the guides to test multiple account owners using the MXCU (OAuth) institution ("institution_code": "mxcu_oauth"), you must use the following credentials:

  • Username: multipleaccountowners
  • Password: testpassword

If you're only using the API, refer to Integrate without using MX's Connect Widget guide. For this test institution, you'll need to create an OAuth member.

If you're using the Connect Widget, refer to Integrate using MX's Connect Widget.

Credentials & OAuth​

This section further details how OAuth works for the MXCU (OAuth) institution.

When you select MXCU (OAuth) from search, or load the Connect Widget with it by configuring current_institution_code, you'll see the following screen before going to the OAuth provider:

Screenshot of oauth connection screen where you select log in

For this test institution only, you must use the following credentials:

  • Username: multipleaccountowners
  • Password: testpassword

Then, you'll end up on this page:

Screenshot of oauth connection screen for authorization

From here you can select Authorize to simulate authorization and success paths, and Deny to simulate an error path.

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