Financial Institutions
Quovo’s coverage extends to over 14,000+ financial institutions from around the world, and is not limited by institution or account type. We cover the full breadth of the financial services industry, including banks, brokerages, credit unions, and insurance companies.
Financial Institutions
Getting Our Institution List
To see a list of institutions covered by Quovo, send a GET request to https://api.quovo.com/v3/institutions. The response will include all institutions, with a set of fields for each institution listing.
Getting Our Institution List
curl -X GET \ -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \ "https://api.quovo.com/v3/institutions"
Response Fields
Response fields for an institution include an id that you’ll always need to include in your request to initiate a connection. Each institution also has a name field, which is what you should display in your app to help end users find their institution.
To retrieve a specific institution listing rather than all of our institutions, make a GET call to https://api.quovo.com/v3/institutions/{institution_id}
For each institution, you’ll also see an object called access_details . This tells you information that you should display to your users to help guide them in syncing a connection—such as username_description , passcode_description , and sync_notes , which are special instructions helpful for connecting to a particular institution.
The Response Fields
/institutions
endpoint also includes a is_oauth field for each institution to indicate whether specific institution’s connectivity is initiated via OAuth.
For a full set of /institutions
fields, please see our reference docs.
Quovo Test Institutions
Quovo offers test institutions that simulate actual syncing workflows and live data from different types of accounts. You can get a full list of our test institutions in our data dictionary. Every test institution has an id just like our live institutions. Test institutions are denoted by the flag is_test:true .
Quovo Test Institutions
If you’d like to get started with a straightforward “happy path,” then begin your testing with “Test Data – Bank,” which has an id of 21700, or “Test Data – Investment,” which has an id of 21534.
Requesting a New Institution
- institution_name – the name of the institution the end user would like to sync to
- institution_url – the URL for the institution, preferably the full URL the end user actually visits to view their account data and not just the overall URL for an institution
- username – the username the end user enters to log in to the institution
- passcode – the passcode the end user enters to log in to the institution
We have a webhook that can alert you whenever someone requests a new institution. Learn more about all of our webhooks here.
Note: Everything discussed in this section so far is handled automatically on the front-end by our Connect widget. Learn more about Connect here.
curl -X POST \ -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \ -H "Content-Type: application/json" \ -d '{"username": "testuser", "passcode": "testpw", "institution_name": "A Very Real Bank", "institution_url": "https://www.example.com/averyrealbank/index.html"}' \ "https://api.quovo.com/v3/users/12345/institution_requests"