Get Customer Account Transactions
GET {{baseUrl}}/aggregation/v3/customers/{{customerId}}/accounts/{{accountId}}/transactions?fromDate=1665309262
Get all transactions available for this customer account within the given date range. This service supports paging and sorting by transactionDate
(or postedDate
if no transaction date is provided), with a maximum of 1000 transactions per request.
Standard consumer aggregation provides up to 180 days of transactions prior to the date each account was added to the Mastercard Open Banking system. To access older transactions, you must first call the Cash Flow Verification service Load Historic Transactions for Account.
There is no limit for the size of the window between fromDate
and toDate
, however, the maximum number of transactions returned on one page is 1000.
Supported regions:
Request Params
Key | Datatype | Required | Description |
---|---|---|---|
fromDate | number |
HEADERS
Key | Datatype | Required | Description |
---|---|---|---|
Consent-Receipt-Id | string | (Required) A Mastercard Open Banking Consent Receipt ID | |
Accept | string | ||
App-Key | string | ||
Finicity-App-Token | string |
RESPONSES
status: OK
{"found":200,"displaying":2,"moreAvailable":true,"fromDate":1607450357,"toDate":1607450357,"sort":"desc","transactions":[{"id":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"amount":3678.9,"accountId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"customerId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"status":"active","description":"MAD SCIENCE RESEARCH PR PAYMENT","createdDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"memo":"PPD ID 098749","postedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"transactionDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"effectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"firstEffectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"type":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"checkNum":1876,"escrowAmount":134.01,"feeAmount":25,"interestAmount":256.78,"principalAmount":1345.56,"unitQuantity":50,"unitPrice":5,"categorization":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"subaccountSecurityType":"Cash","commissionAmount":0,"ticker":"DAL","investmentTransactionType":"purchased","taxesAmount":0,"currencySymbol":"USD","symbol":"ABC","unitAction":"BUY","confirmationNumber":"test confirmation","payeeId":"test PAYEE_ID","extendedPayeeName":"test EXTENDED_PAYEE","originalCurrency":"Y","reveralInstitutionTransactionId":"599","securedType":"test SECURED_TYPE","stateWithholding":20,"sharesPerContract":19,"penaltyAmount":18,"relatedInstitutionTradeId":"test RELATED_INSTITUTION_TRADE_ID","inv401kSource":"test INV_401K_SOURCE","escrowOtherAmount":16,"escrowFeesAmount":17,"escrowPmiAmount":15,"escrowInsuranceAmount":14,"escrowTaxAmount":12,"runningBalanceAmount":23,"cusipNo":"CUSIP_NUMBER","tradeDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"lastUpdatedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"ofxCheckNumber":"71720221","securityId":"1234","securityIdType":"Type-1","optionType":"Option-1"},{"id":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"amount":3678.9,"accountId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"customerId":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"status":"active","description":"MAD SCIENCE RESEARCH PR PAYMENT","createdDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"memo":"PPD ID 098749","postedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"transactionDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"effectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"firstEffectiveDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"type":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"checkNum":1876,"escrowAmount":134.01,"feeAmount":25,"interestAmount":256.78,"principalAmount":1345.56,"unitQuantity":50,"unitPrice":5,"categorization":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"subaccountSecurityType":"Cash","commissionAmount":0,"ticker":"DAL","investmentTransactionType":"purchased","taxesAmount":0,"currencySymbol":"USD","symbol":"ABC","unitAction":"BUY","confirmationNumber":"test confirmation","payeeId":"test PAYEE_ID","extendedPayeeName":"test EXTENDED_PAYEE","originalCurrency":"Y","reveralInstitutionTransactionId":"599","securedType":"test SECURED_TYPE","stateWithholding":20,"sharesPerContract":19,"penaltyAmount":18,"relatedInstitutionTradeId":"test RELATED_INSTITUTION_TRADE_ID","inv401kSource":"test INV_401K_SOURCE","escrowOtherAmount":16,"escrowFeesAmount":17,"escrowPmiAmount":15,"escrowInsuranceAmount":14,"escrowTaxAmount":12,"runningBalanceAmount":23,"cusipNo":"CUSIP_NUMBER","tradeDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"lastUpdatedDate":{"value":"\u003cError: Too many levels of nesting to fake this schema\u003e"},"ofxCheckNumber":"71720221","securityId":"1234","securityIdType":"Type-1","optionType":"Option-1"}]}