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Sign Up Log In Learning Center Platform Status Postman Collection

Home Guides API Reference

Overview

Synctera Platform
Get Started
Developer Setup

Onboard a personal customer

Create A Personal Customer
Enhanced Due Diligence
Record Disclosure Acceptance
KYC/KYB Verification
External Vendor KYC/KYB Verification
Sandbox KYC Test Cases
Document Verification
Ongoing Monitoring
Document Storage

Onboard a business customer

Create A Business Customer
Sandbox KYB Test Cases

Create Accounts

Accounts
Balance Floor and Ceiling and Linked Accounts
Statements
Interest
Spend Controls

Link External Accounts

External Accounts
Plaid Core Exchange
Sandbox External Account Test Cases

Link External Cards

External Cards
Link External Cards
External Cards 3-D Secure (3DS)

Issue Cards

Personal Cards
Business Expense Cards
Custom Cards
Digital Wallets
Card Widgets

Move Money

Internal Transfers
Payment Schedules
ACH Payments
MRDC
Domestic Wires
EFT Canada (Beta)

Get Transactions

Transactions
Card Transactions

Platform Tools

Webhooks
Sandbox Testing

Validate a value proposition

Waitlist

Plaid Core Exchange

Plaid Core Exchange with Synctera

Synctera has integrated with Plaid Core Exchange in our v1 API.

Please refer to the v1 guide for details.

Updated 11 months ago

Table of Contents
- Plaid Core Exchange with Synctera