Q2 ledger
An API that provides ledgering functionality for “For the Benefit Of” (FBO) accounts – an alternative to traditional checking and savings accounts.
- Ledgering system for alternative savings accounts
- No account or routing numbers created or needed
- Popular system-of-record choice for FinTech startups
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- Display a list of links to the bank disclosures for your user to read
- For each disclosure link the user clicks, download and display the disclosure
- Gather minimal information from your user *
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- Create a bank account for the user in CorePro
- Create a link to another Financial Institution (for moving funds in/out of CorePro) *
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- Move funds
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- Nothing to do in CorePro
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- Retrieve all customer information, including all open accounts (with balances), and all verified external accounts
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- Retrieve all transactions for a given account
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- Create a bank account for the customer in CorePro
- (Optional) Search for the "other" customer to add to the account
- Add access to that account for the "other" customer
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Create a customer in CorePro to represent the child
/customer/create
- Pass
accessTypeCode
ofACCT
(aka Account Holder only)
- Create a bank account for the customer in CorePro
- Add access to that account for the child customer created in step 1.
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Create a customer in CorePro to represent the child
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- Add access to an account for another customer
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- List all those who can access a given account