Accounts
Once you have a connection that has successfully synced, you’re ready to retrieve information about your user’s financial accounts! Remember, a connection can contain a number of underlying accounts that hold data. For example, a single connection to a bank could have both a checking account and a savings account.
You can retrieve all of your accounts by making a GET request to https://api.quovo.com/v3/accounts or a GET to https://api.quovo.com/v3/accounts/{account_id} for a specific financial account.
Accounts
curl -X GET \ -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \ "https://api.quovo.com/v3/accounts"When you call the
/accounts endpoint, you will see a number of response fields. Important fields include:
- name – an account description as found at the financial institution. This field often contains an obfuscated, partial account number or some other identifier.
- nickname – can be added to an account by you or your user in order to make it more easily identifiable, such as “Joe’s Main Checking Account.”
- type – the type of account, such as checking or 401k. If you recognize the account type should be something different that what we’ve determined, you can modify this field through a PUT request. Note that every account type falls under an account category . For example, an account type of Brokerage falls under the Investment category.
- value – The total sum value of all holdings within the account. This value is calculated after any good sync completes. For full syncs, the value is the sum of the value of the holdings, but for quick syncs the value is what Quovo retrieves from the institution.
- owner_type – The ownership type of the account. Possible values are “Individual Account,” “Joint Account,” and “Trust Account.”
/accounts endpoint, we’ll also give you standard information about its Quovo data: id , connection_id , institution_id , institution_name , user_id , username .