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HomeGuidesAPI 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

Suggest Edits

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 over 1 year ago


  • Table of Contents
    • Plaid Core Exchange with Synctera