Q2 save

 

An API that enables you to build savings account functionality into your application.

  • Create fully functional, compliant, and cost-effective savings accounts with account and routing numbers
  • Earns interest like a standard savings account
  • Issue FDIC-insured accounts with a bank of record
  • Create unlimited sub-accounts

 

 

    1. Display a list of links to the bank disclosures for your user to read
    2. For each disclosure link the user clicks, download and display the disclosure
    3. Gather basic Personally Identifiable Information from your user
    4. User responds to verification questions returned from previous step
    1. Create a bank account for the user in CorePro
    2. Send trial deposits to another Financial Institution
    3. Time passes. Verify the above deposits and create a link to that Financial Institution
    1. Move funds
    1. Nothing to do in CorePro
    1. Retrieve all customer information, including all open accounts (with balances), and all verified external accounts
    1. Retrieve all transactions for a given account
    1. Create a bank account for the customer in CorePro
    2. (Optional) Search for the "other" customer to add to the account
    3. Add access to that account for the "other" customer
    1. Create a customer in CorePro to represent the child
    2. Create a bank account for the customer in CorePro
    3. Add access to that account for the child customer created in step 1.
    1. Add access to an account for another customer
    1. List all those who can access a given account
    1. Request the card object be created and the physical card sent to the user
    2. Time passes; user receives physical card
    3. Transfers via debit rails (ISO-8583 requests) may now be performed successfully
    1. Request the card be locked
    1. Request the card be unlocked
    1. Request the account be added
    1. Request the account be removed

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