ByAllAccounts Connect Suite
What is the ByAllAccounts Connect Suite?
The ByAllAccounts Connect Suite is comprised of a pair UI components that facilitate investor account aggregation. Additionally, a pair of APIs serve as the glue to integrate the UI components and overall aggregation capability into your platform:
| Product/Component Name | Product Type | Product Description | Technology |
|---|---|---|---|
| Account Linking | UI Component | This UI component facilitates the account linking process for investor users for connecting new credentials and accounts and resolving connectivity issues. | W3C custom HTML element |
| Account Summary | UI Component | This UI component provides a summary view of an investor's linked financial accounts and facilitates ongoing account management. | W3C custom HTML element |
| REST API | API | This API provides endpoints to register new investor users and serves as the primary method of aggregated data extraction. | RESTful API |
| DataConnect XML API | API | This API supports Single Sign On (SSO) authentication and (optionally) batch data extraction. | XML API |
Together, the components and APIs can be used to create and authenticate investor users and collect aggregated data. To implement them, you will embed and interact with them within your web application and manage critical component events.
The components are each independently implemented in the parent page in your application. They can be fully customized to seamlessly integrate into your parent page, with customizations to terminology, styles, and features.
Technical details about ByAllAccounts Connect Suite
The components are W3C custom HTML elements. They are built with Angular and can be used in frameworks such as React and Vue, or in vanilla JS applications.
All communication between the components and the ByAllAccounts service is performed using HTTPS. Additional techniques are employed to ensure secure treatment of the data.
Browsers supported are:
- Chrome (including incognito mode),
- Firefox
- Microsoft Edge
- Safari
Components & APIs
To learn more about the ByAllAccounts Connect components, continue on to What's Next.
To learn more about the ByAllAccounts APIs, go to the API Reference section.
Development Guide
To get started on your implementation, jump to the Investor Aggregation Development Guide.
Updated 4 months ago