Qodex.ai
Qodex.ai
Introduction
0. Wise Platform APIs (Building Blocks Master - APR23)
Client Credentials
0. Client Credentials Token
Onboarding-Wise KYC-1a. New User-0. User Redirect
1. User Redirect
Onboarding-Wise KYC-1a. New User-1. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-1. Creating a User
0. Generate Random GUID1. Create User2. Get User Tokens
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-1. Personal Profile
1. Create personal profile2. Create personal address
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-2. Business Profile
4. Create Additional Business Profile2. Create business directors3. Create business UBOs
Onboarding-Wise KYC-1b. New User w. Pre-fill-3. Claim Account
1. Generate Claim Account Code
Onboarding-Wise KYC-1b. New User w. Pre-fill-4. Redirect to Authorization Page
1. Redirect User to Wise (Claim)
Onboarding-Wise KYC-1b. New User w. Pre-fill-5. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
Onboarding-Wise KYC-2. Generate new token for returning user
1. Generate access token from refresh token
Onboarding-Partner KYC-User creation / details-1. Creating or Access Existing User-1a. Create New User & Authorization Token
1. Generate GUID for idempotency2. Create User (Personal / Save Reg code)3. Get User Tokens (successful creation)
Onboarding-Partner KYC-User creation / details-1. Creating or Access Existing User-1b. Existing User Redirect
1. Existing User Redirect2. Generate token from authorization code
Onboarding-Partner KYC-User creation / details-1. Creating or Access Existing User-1c. Generate new token for returning user
1. Generate access token from refresh token
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-1. Check profile exists
Get profile list
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-2. Personal Profile
1. Create personal profile2. Upload verification document data3. Create address
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-3. Business Profile (Optional)
1. Create Business Profiles2. Create business directors3. Create business UBOs
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-4. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-4. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
Onboarding-Partner KYC-User creation / details-3. Additional Customer Verification (when required)
Account Purpose (personal)Account Purpose (business)
Onboarding-Partner KYC-Simulate Profile Verification (SBX ONLY)
Verify All Profiles
Onboarding-1st Party / 3rd Party-Get Partner Access Token-0. User Redirect
1. User Redirect
Onboarding-1st Party / 3rd Party-Get Partner Access Token-1. User linking
1. Generate token from authorization code
Onboarding-1st Party / 3rd Party-Generate new token for returning user
1. Generate access token from refresh token
Send Money-1. Transfer Flow-1. Fetch user profiles
1. Get profile list2. Check verification status3. Get current user4. Get user by id
Send Money-1. Transfer Flow-2. Create quote
1. Create Anonymous Quote2. Create Quote
Send Money-1. Transfer Flow-3. Choose/create recipient-3a. Select Existing
1. Load accounts
Send Money-1. Transfer Flow-3. Choose/create recipient-3b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient
Send Money-1. Transfer Flow-3. Choose/create recipient-3c. Create refund recipient
1. Create Refund Recipient
Send Money-1. Transfer Flow-4. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Send Money-2. Fund transfer-1. Get Pay-In Details
1. Get payin deposit details
Send Money-2. Fund transfer-2. Fund From Balance
1. Fund transfer
Send Money-2. Fund transfer-2. Fund From Bulk Settlement
1. Fund transfer
Send Money-3. Get updated transfer status
1. Get transfer status2. Get updated delivery estimation
Send Money-4. Transfer Status Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Send Money-5. List Transfers
List TransfersShow Payout Information
Send Money-6. Cancel Transfer
Cancel Transfer
Send Money-7. Get transfer receipt
Get reciept PDF
Batch - Send Money-1. Get profile
1. Get profile list
Batch - Send Money-2. New Batch Group
1. Create batch group
Batch - Send Money-3. Add Transfers-1. Create quote
1. Create Anonymous Quote2. Create Quote
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
Batch - Send Money-3. Add Transfers-3. Add transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create batch group transfer
Batch - Send Money-4. Complete and Fund
Get batch group versionComplete batch groupFund Batch Group
Batch - Send Money-5. Transfer Status
1. Get transfer status2. Get updated delivery estimation
Batch - Send Money-6. Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Batch - Send Money-7. Get transfer receipt
Get reciept PDF
Multi-Currency Account-Manage MCA
List Available CurrenciesList Pay-in CurrenciesGet ProfilesGet Multi-Currency AccountGet EligibilityGet balance account by Id
Multi-Currency Account-Manage Balance(s)-Get a Statement
Get Statement (JSON)Get Statement (PDF)Get Statement (CSV)
Multi-Currency Account-Manage Balance(s)-Balance Top-Up
1. Create Quote2. GET balance recipient ID3. Generate GUID for idempotency4. Create topup order5. Get payin deposit details for top-upSimulate Top Up (SBX Only)
Multi-Currency Account-Manage Balance(s)-Balance Conversion
Create a quoteExecute the transfer
Multi-Currency Account-Manage Balance(s)
List all balance accountsGet balance account by IdDelete a balance account
Multi-Currency Account-Create / Delete Balance Account
List all balance accountsCreate a balance accountDelete a balance account
Multi-Currency Account-Simulate verification & Top-up
Simulate Verification (SBX ONLY)Simulate Top Up (SBX Only)
Multi-Currency Account-Bank Account Details
Check verificationGet bank account details requirementsList account detailsOrder account detailsList account details orders
Multi-Currency Account-Transfer From Balance Account-1. Create quote
1. Create Anonymous Quote2. Create QuoteUpdate Quote
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient4. Get recipient in v2 format
Multi-Currency Account-Transfer From Balance Account-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Multi-Currency Account-Transfer From Balance Account-4. Fund transfer from balance
1. Fund transfer
Multi-Currency Account-Convert from Balance to Balance
Create a quoteExecute the transfer
Direct Debit Resource
Direct Debit ListCreate DD Account
Cards (*WIP*)-Card Details and Setup
Retrieve All CardsGet Card Details by tokenSet Card Status by tokenGet Card LimitsDelete Lifetime LimitGet Card PermissionsSet Card Permissions
Cards (*WIP*)-Get Card Transactions
Card Transaction by dateCard Transaction by ID
Cards (*WIP*)-Card Order
Retrieve Cards Program AvailabilityGenerate GUID for idempotencyCreate Card OrderRetrieve All Card OrdersRetrieve Card Order by ID
Webhooks subscription-Application Webhooks
cards#transaction-state-change
Webhooks subscription-Profile Webhooks
List Profile Webhooksswift-in#credit
Webhooks subscription
1. Create application webhook (transfer state change)2. List application webhook subscriptions3. Get application webhook subscription by ID4. Delete application webhook subscription
Rates & Comparison
Get exchange rate historyGet pricing and speedGet price comparison
1. Wise KYC - Platform API's
Client Credentials
1. Client Credentials Token
Onboarding-Wise KYC-1a. New User-0. User Redirect
1. User Redirect
Onboarding-Wise KYC-1a. New User-1. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-1. Creating a User
0. Generate Random GUID1. Create User2. Get User Tokens
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-1. Personal Profile
1. Create personal profile2. Create personal address
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-2. Business Profile
4. Create Additional Business Profile2. Create business directors3. Create business UBOs
Onboarding-Wise KYC-1b. New User w. Pre-fill-3. Claim Account
1. Generate Claim Account Code
Onboarding-Wise KYC-1b. New User w. Pre-fill-4. Redirect to Authorization Page
1. Redirect User to Wise (Claim)
Onboarding-Wise KYC-1b. New User w. Pre-fill-5. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
Onboarding-Wise KYC-2. Generate new token for returning user
1. Generate access token from refresh token
2. Wise KYC Prefill - Platform APIs
Client Credentials
1. Client Credentials Token
Wise KYC-prefill-1b. New User w. Pre-fill-1. Creating a User
0. Generate Random GUID1. Create User2. Get User Tokens
Wise KYC-prefill-1b. New User w. Pre-fill-2. Creating Profiles-1. Personal Profile
1. Create personal profile2. Create personal address
Wise KYC-prefill-1b. New User w. Pre-fill-2. Creating Profiles-2. Business Profile
1. Create business profile2. Create business address3. Create business directors4. Create business UBOs5. Set account purpose6. Create Additional Business Profile
Wise KYC-prefill-1b. New User w. Pre-fill-3. Claim Account
1. Generate Claim Account Code
Wise KYC-prefill-1b. New User w. Pre-fill-4. Redirect to Authorization Page
1. Redirect User to Wise (Claim)
Wise KYC-prefill-1b. New User w. Pre-fill-5. User linking Copy
1. Generate token from authorization code
Wise KYC-prefill-2. Generate new token for returning user
1. Generate access token from refresh token
3. Wise Partner KYC - Platform API's
Client Credentials
1. Client Credentials Token
Partner KYC-User creation / details-1. Creating or Access Existing User-1a. Create User & Auth
1. Generate GUID for idempotency2. Create User3. Get User Tokens (successful creation)
Partner KYC-User creation / details-1. Creating or Access Existing User-1b. Existing User Redirect
1. Existing User Redirect
Partner KYC-User creation / details-1. Creating or Access Existing User-1c. Access Existing User (auth token)
1. Generate token from authorization code
Partner KYC-User creation / details-1. Creating or Access Existing User-1d. Generate new token for returning user
1. Generate access token from refresh token
Partner KYC-User creation / details-2. Create User Profiles-1. Check profile exists
Get profile list
Partner KYC-User creation / details-2. Create User Profiles-2. Personal Profile
1. Create personal profile2. Upload verification document data (if required)3. Open update window4. Create address5. Close update window
Partner KYC-User creation / details-2. Create User Profiles-3. Business Profile (Optional)
1. Create Business Profiles2. Open update window3. Create address4. Create business directors5. Create business UBOs6. Close update window
Partner KYC-User creation / details-2. Create User Profiles-4. Profile extensions
1. Check extension requirements2. Add information to the profile
Partner KYC-User creation / details-2. Create User Profiles-5. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window Copy
Partner KYC-User creation / details-2. Create User Profiles-5. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
4. Wise Partner Account - Platform API's
Client Credentials
1. Client Credentials Token
1st Party / 3rd Party-Get Partner Access Token-0. User Redirect
1. User Redirect (as needed)
1st Party / 3rd Party-Get Partner Access Token-1. User linking
1. Generate token from authorization code
1st Party / 3rd Party-Generate new token for returning user
1. Generate access token from refresh token
5. Wise Send Money - Platform API's
Send Money-1. Transfer Flow-1. Fetch user profiles
1. Get profile list2. Check verification status3. Get current user4. Get user by id
Send Money-1. Transfer Flow-2. Create quote
1. Create Anonymous Quote2. Create QuoteUpdate Quote
Send Money-1. Transfer Flow-3. Choose/create recipient-3a. Select Existing
1. Load accounts
Send Money-1. Transfer Flow-3. Choose/create recipient-3b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient4. Get recipient in v2 format
Send Money-1. Transfer Flow-3. Choose/create recipient-3c. Create refund recipient
1. Create Refund Recipient
Send Money-1. Transfer Flow-4. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Send Money-2. Fund transfer-1. Get Pay-In Details
1. Get payin deposit details
Send Money-2. Fund transfer-2. Fund From Balance
1. Fund transfer
Send Money-2. Fund transfer-2. Fund From Bulk Settlement
1. Fund transfer
Send Money-3. Get updated transfer status
1. Get transfer status2. Get updated delivery estimation
Send Money-4. Funds Status Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Send Money-5. List Transfers
List Transfers
Send Money-6. Cancel Transfer
Cancel Transfer
Send Money-7. Get transfer receipt
Get reciept PDF
6. Wise Batch Group Send - Platform API's
Batch - Send Money-1. Get profile
1. Get profile list
Batch - Send Money-2. New Batch Group
1. Create batch group
Batch - Send Money-3. Add Transfers-1. Create quote
1. Create Anonymous Quote2. Create Quote
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
Batch - Send Money-3. Add Transfers-3. Add transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create batch group transfer
Batch - Send Money-4. Complete and Fund
Get batch group versionComplete batch groupFund Batch Group
Batch - Send Money-5. Transfer Status
1. Get transfer status2. Get updated delivery estimation
Batch - Send Money-6. Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Batch - Send Money-7. Get transfer receipt
Get reciept PDF
7. Wise Multicurrency Account (MCA) - Platform API's
Multi-Currency Account-Manage MCA
List Available CurrenciesList Pay-in CurrenciesGet ProfilesGet Multi-Currency AccountGet EligibilityGet balance account by Id
Multi-Currency Account-Manage Balance(s)-Get a Statement
Get Statement (JSON)Get Statement (PDF)Get Statement (CSV)
Multi-Currency Account-Manage Balance(s)-Balance Top-Up
1. Create Quote2. GET balance recipient ID3. Generate GUID for idempotency4. Create topup order5. Get payin deposit details for top-upSimulate Top Up (SBX Only)
Multi-Currency Account-Manage Balance(s)-Balance Conversion
Create a quoteExecute the transfer
Multi-Currency Account-Manage Balance(s)
List all balance accountsGet balance account by IdDelete a balance account
Multi-Currency Account-Create / Delete Balance Account
List all balance accountsCreate a balance accountDelete a balance account
Multi-Currency Account-Simulate verification & Top-up
Simulate Verification (SBX ONLY)Simulate Top Up (SBX Only)
Multi-Currency Account-Bank Account Details
Check verificationGet bank account details requirementsList account detailsOrder account detailsList account details orders
Multi-Currency Account-Transfer From Balance Account-1. Create quote
1. Create Anonymous Quote2. Create QuoteUpdate Quote
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient4. Get recipient in v2 format
Multi-Currency Account-Transfer From Balance Account-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Multi-Currency Account-Transfer From Balance Account-4. Fund transfer from balance
1. Fund transfer
Multi-Currency Account-Convert from Balance to Balance
Create a quoteExecute the transfer
Cdd SB
Multi Currency Account
Simulation APIs
Verify userBalance topup
0. Verification1. Open Balance (V3)2. Get balances (V3)2.1 Get balance by id (V3)3. Create account details order3.1 Get account details orders4. Get account details
Partner Payment Batch Flow (Balance)
Pre-checks (ignore this, used by Qodex)
Start iteration
1. Authenticate as application
Refresh existing access token
2. Set up batch group
Create batch group
3. Add payments-Pre-checks (ignore this, used by Qodex)
Decide which recipient to create
3. Add payments-3.1. Add recipient (one per payment)
Create USD account
3. Add payments-3.2. Add transfer
Create quoteCreate batch group transfer
4. Complete and fund
Get batch group versionComplete batch groupFund batch group
Partner Payment Batch Flow (Send Money)
Pre-checks (ignore this, used by Qodex)
Start iteration
1. Authenticate as application
Refresh existing access token
2. Set up batch group
Create batch group
3. Add payments-Pre-checks (ignore this, used by Qodex)
Decide which recipient to create
3. Add payments-3.1. Add recipient (one per payment)
Create USD account
3. Add payments-3.2. Add transfer
Create quoteCreate batch group transfer
4. Complete and fund
Get batch group versionComplete batch group
Payouts and third party payouts API
1. Creating or accessing existing users-1a. Access Existing User
1. Generate token from authorization code
1. Creating or accessing existing users-1b Generate new token for returning user
1. Generate access token from refresh token
2. Transfer Flow-1. Create quote
2. Create Quote
2. Transfer Flow-2. Choose/create recipient-2a. Select Existing
1. Load accounts2. Get by ID
2. Transfer Flow-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field requires refresh3. Create account - [EXAMPLE] Global USD Recipient
2. Transfer Flow-2. Choose/create recipient-2c. Create refund recipient
1. Create Refund Recipient
2. Transfer Flow-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency (Not required for third party payments)5a. Create transfer5b. Create Transfer for third party payments
3. Fund transfer-3a. Get payment reference for domestic transfer
1. Get payment reference (for bank payment funding)
3. Fund transfer
Get Payin DetailsFund transfer (from balance)
4. Get updated transfer status
1. Get transfer status2. Get updated delivery esitmation
5. Webhooks subscription
1. Client Credentials Token2. Create transfer state change webhook subscription3. List application webhook subscriptions4. Get aplication webhook subscription by ID5. Delete application webhook subscription
7. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
8. Get transfer receipt
Get reciept PDF
SWIFT OUR
Wise Cards API
1. Authentication
Refresh existing access token
2. Card Issuance
Validate addressGet available card programsCreate a card orderPreset card PINGet card order requirementsGet card ordersGet a card order
3. Card Management
Reset PIN countGet cardsGet a cardSet a card statusGet card spending permissionsModify card spending permissionsUpdate phone number
4. Card Transactions
Get card transaction
5. Sensitive Card Details
Get sensitive card detailsGet RSA KeyGet Card PIN
6. Spend controls
Create authorisation ruleApply authorisation ruleUnapply authorisation ruleList applied rulesList authorisation rulesDelete authorisation rule
7. Spend limits
Get profile limitsUpdate profile limitsGet card limitsUpdate card limitDelete card limit
8. Disputes
Get dispute reasonsCreate disputeGet DisputesGet Dispute by ID6. Withdraw Dispute by ID
9. Activity
Get activities
10. Push provisioning
Get payment tokens
11. Card transaction simulation
AuthorisationAuthorisation - ATM WithdrawalClearingReversal
Wise Multi-Currency Account API
Common (User & Profile)
User Token from Refresh TokenCreate UserCreate personal profile
Multi-Currency Accounts
List Available CurrenciesGet Personal ProfileGet Multi-Currency AccountGet Eligibility
Balance Accounts-Get a Statement
Get Statement (JSON)Get Statement (PDF)Get Statement (CSV)
Balance Accounts
Create a balance accountList all balance accountsGet balance account by IdDelete a balance account
Bank Account Details
Check verificationSimulate Profile Verification (SBX Only)Get bank account details requirementsList account detailsOrder account detailsList account details ordersSimulate Top Up (SBX Only)
Transfer To Balance Account-Simulate Transfer Process (SBX Only)
Simulate - ProcessingSimulate - Funds ConvertedSimulate - Outgoing Payment SentSimulate - Bounced BackSimulate - Funds Refunded
Transfer To Balance Account
Create quoteGet transfer requirementsCreate transfer (to balance)Get Payin DetailsSimulate Top Up (SBX Only)Get transfer
Transfer From Balance Account
Create quoteCreate transferGet transfer requirementsFund transfer (from balance)
Convert from Balance to Balance
Create a quoteExecute the transfer
Jars
List JarsCreate JarMove Between Jars
Wise for Banks API
1. Creating or accessing existing users-1a. Create User & Auth
4. Get User Tokens (successful creation)2. Generate GUID for idempotency3. Create User
1. Creating or accessing existing users-1b. Access Existing User
1. Generate token from authorization code
1. Creating or accessing existing users-1c. Generate new token for returning user
1. Generate access token from refresh token
2. Create user profile-1. Check profile exists
1. Get profile list
2. Create user profile-2. Personal Profile
1. Create personal profile2. Upload verification document data (if required)3. Open update window4. Create address5. Close update window
2. Create user profile-3. Business Profile (Optional)
1. Create business profile2. Open update window3. Create address4. Create business directors5. Create business UBOs6. Close update window
2. Create user profile-4. Profile extensions
1. Check extension requirements2. Add information to the profile
3. Transfer Flow-1. Create quote
1. Create Anonymous Quote2. Create Quote v3Get Quote DetailsPATCH Undefined
3. Transfer Flow-2. Choose/create recipient-2a. Select Existing
1. Load accounts
3. Transfer Flow-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
3. Transfer Flow-2. Choose/create recipient-2c. Create refund recipient
1. Create Refund Recipient
3. Transfer Flow-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer6. Create Transfer with Originator
4. Fund transfer-4a. Get payment reference for domestic transfer
1. Get payment reference (for bank payment funding)
5. Get updated transfer status
1. Get transfer status2. Get updated delivery esitmation
6. Webhooks subscription
1. Client Credentials Token2. Create transfer state change webhook subscription3. List application webhook subscriptions4. Get aplication webhook subscription by ID5. Delete application webhook subscription
7. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
8. Get transfer receipt
Get reciept PDF
9. Update profile data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window Copy
9. Update profile data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
10. Comparison
Get price comparison
Wise for Connected Apps API
1. Acquire user tokens-2. User linking
1. Generate token from authorization code
1. Acquire user tokens-3. Generate new token for returning user
1. Generate access token from refresh token
2. Transfer Flow-1. Fetch user profiles
1. Get profile list
2. Transfer Flow-2. Create quote
2. Create Quote
2. Transfer Flow-3. Choose/create recipient-3a. Select Existing
1. Load accounts
2. Transfer Flow-3. Choose/create recipient-3b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
2. Transfer Flow-4. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)2. Generate GUID for idempotency5. Create transfer
3. Fund transfer-4a. Get payin deposit details
1. Get payin deposit details
3. Fund transfer-4.b Fund trnsfer from Wise balance
1. Fund transfer
4. Get updated transfer status
1. Get transfer status2. Get updated delivery esitmation
5. Webhooks subscription
1. Client Credentials Token2. Create transfer state change webhook subscription3. List application webhook subscriptions4. Get aplication webhook subscription by ID5. Delete application webhook subscription
6. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
7. Get transfer receipt
Get reciept PDF
8. Comparison
Get price comparison
Wise public API
Payouts and Account Automation-1. Transfer Flow-1. Check your profile id
1. Get profile list
Payouts and Account Automation-1. Transfer Flow-2. Create quote
1. Create Quote
Payouts and Account Automation-1. Transfer Flow-2. Choose/create recipient-1a. Select Existing
1. Load accounts
Payouts and Account Automation-1. Transfer Flow-2. Choose/create recipient-1b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account
Payouts and Account Automation-1. Transfer Flow-3. Create transfer
4. Generate GUID for idempotency3. Update transfer extra info dynamic form (if any fields require refresh)5. Create transfer
Payouts and Account Automation-1. Transfer Flow-4. Fund transfer
1. Fund transfer
Payouts and Account Automation-2. Webhooks subscription
2. Create subsription for borderless deposit3. List webhook subscriptions4. Get webhook subscription by ID5. Delete webhook subscription for transfer state change6. Delete webhook subscription for borderless deposit
Payouts and Account Automation-3. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Payouts and Account Automation-4. Get transfer receipt
Get reciept PDF
Payouts and Account Automation-5. Multi currency account automations-1. Account information
GET List of balancesGET balance statement
Payouts and Account Automation-5. Multi currency account automations-2. Account top up order
1. Create Quote2. GET balance recipient ID3. Generate GUID for idempotency4. Create topup order
Payouts and Account Automation-5. Multi currency account automations-3. Convert currencies
1. Create Quote2. GET balance ID3. Generate GUID for idempotency Copy4. Initiate currencies conversion
Payouts and Account Automation-6. Onboarding API - Work In Progress-1. Creating a User
3. Get User Tokens2. Create User
Payouts and Account Automation-6. Onboarding API - Work In Progress-2. Creating Profiles-2.1. Business Profile
1. Create business profile2. Create business address3. Create business directors4. Create business UBOs5. Set account purpose
Payouts and Account Automation-6. Onboarding API - Work In Progress-2. Creating Profiles-2.2. Personal Profile
1. Create personal profile2. Create personal address
Payouts and Account Automation-6. Onboarding API - Work In Progress-2. Creating Profiles
3. Get profile list
Payouts and Account Automation-6. Onboarding API - Work In Progress-3. Claim Account
1. Generate Claim Account Code
Affiliates
Get exchange rate historyGet pricing and speedGet price comparison
Receive Money-1. Create webhooks subscription
1. Create subsription for borderless deposit2. List webhook subscriptions3. Get webhook subscription by ID4. Delete webhook subscription for borderless deposit
Receive Money
GET List of balancesGET balance statement
Introduction
0. Wise Platform APIs (Building Blocks Master - APR23)
Client Credentials
0. Client Credentials Token
Onboarding-Wise KYC-1a. New User-0. User Redirect
1. User Redirect
Onboarding-Wise KYC-1a. New User-1. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-1. Creating a User
0. Generate Random GUID1. Create User2. Get User Tokens
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-1. Personal Profile
1. Create personal profile2. Create personal address
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-2. Business Profile
4. Create Additional Business Profile2. Create business directors3. Create business UBOs
Onboarding-Wise KYC-1b. New User w. Pre-fill-3. Claim Account
1. Generate Claim Account Code
Onboarding-Wise KYC-1b. New User w. Pre-fill-4. Redirect to Authorization Page
1. Redirect User to Wise (Claim)
Onboarding-Wise KYC-1b. New User w. Pre-fill-5. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
Onboarding-Wise KYC-2. Generate new token for returning user
1. Generate access token from refresh token
Onboarding-Partner KYC-User creation / details-1. Creating or Access Existing User-1a. Create New User & Authorization Token
1. Generate GUID for idempotency2. Create User (Personal / Save Reg code)3. Get User Tokens (successful creation)
Onboarding-Partner KYC-User creation / details-1. Creating or Access Existing User-1b. Existing User Redirect
1. Existing User Redirect2. Generate token from authorization code
Onboarding-Partner KYC-User creation / details-1. Creating or Access Existing User-1c. Generate new token for returning user
1. Generate access token from refresh token
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-1. Check profile exists
Get profile list
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-2. Personal Profile
1. Create personal profile2. Upload verification document data3. Create address
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-3. Business Profile (Optional)
1. Create Business Profiles2. Create business directors3. Create business UBOs
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-4. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window
Onboarding-Partner KYC-User creation / details-2. Create User Profiles-4. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
Onboarding-Partner KYC-User creation / details-3. Additional Customer Verification (when required)
Account Purpose (personal)Account Purpose (business)
Onboarding-Partner KYC-Simulate Profile Verification (SBX ONLY)
Verify All Profiles
Onboarding-1st Party / 3rd Party-Get Partner Access Token-0. User Redirect
1. User Redirect
Onboarding-1st Party / 3rd Party-Get Partner Access Token-1. User linking
1. Generate token from authorization code
Onboarding-1st Party / 3rd Party-Generate new token for returning user
1. Generate access token from refresh token
Send Money-1. Transfer Flow-1. Fetch user profiles
1. Get profile list2. Check verification status3. Get current user4. Get user by id
Send Money-1. Transfer Flow-2. Create quote
1. Create Anonymous Quote2. Create Quote
Send Money-1. Transfer Flow-3. Choose/create recipient-3a. Select Existing
1. Load accounts
Send Money-1. Transfer Flow-3. Choose/create recipient-3b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient
Send Money-1. Transfer Flow-3. Choose/create recipient-3c. Create refund recipient
1. Create Refund Recipient
Send Money-1. Transfer Flow-4. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Send Money-2. Fund transfer-1. Get Pay-In Details
1. Get payin deposit details
Send Money-2. Fund transfer-2. Fund From Balance
1. Fund transfer
Send Money-2. Fund transfer-2. Fund From Bulk Settlement
1. Fund transfer
Send Money-3. Get updated transfer status
1. Get transfer status2. Get updated delivery estimation
Send Money-4. Transfer Status Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Send Money-5. List Transfers
List TransfersShow Payout Information
Send Money-6. Cancel Transfer
Cancel Transfer
Send Money-7. Get transfer receipt
Get reciept PDF
Batch - Send Money-1. Get profile
1. Get profile list
Batch - Send Money-2. New Batch Group
1. Create batch group
Batch - Send Money-3. Add Transfers-1. Create quote
1. Create Anonymous Quote2. Create Quote
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
Batch - Send Money-3. Add Transfers-3. Add transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create batch group transfer
Batch - Send Money-4. Complete and Fund
Get batch group versionComplete batch groupFund Batch Group
Batch - Send Money-5. Transfer Status
1. Get transfer status2. Get updated delivery estimation
Batch - Send Money-6. Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Batch - Send Money-7. Get transfer receipt
Get reciept PDF
Multi-Currency Account-Manage MCA
List Available CurrenciesList Pay-in CurrenciesGet ProfilesGet Multi-Currency AccountGet EligibilityGet balance account by Id
Multi-Currency Account-Manage Balance(s)-Get a Statement
Get Statement (JSON)Get Statement (PDF)Get Statement (CSV)
Multi-Currency Account-Manage Balance(s)-Balance Top-Up
1. Create Quote2. GET balance recipient ID3. Generate GUID for idempotency4. Create topup order5. Get payin deposit details for top-upSimulate Top Up (SBX Only)
Multi-Currency Account-Manage Balance(s)-Balance Conversion
Create a quoteExecute the transfer
Multi-Currency Account-Manage Balance(s)
List all balance accountsGet balance account by IdDelete a balance account
Multi-Currency Account-Create / Delete Balance Account
List all balance accountsCreate a balance accountDelete a balance account
Multi-Currency Account-Simulate verification & Top-up
Simulate Verification (SBX ONLY)Simulate Top Up (SBX Only)
Multi-Currency Account-Bank Account Details
Check verificationGet bank account details requirementsList account detailsOrder account detailsList account details orders
Multi-Currency Account-Transfer From Balance Account-1. Create quote
1. Create Anonymous Quote2. Create QuoteUpdate Quote
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient4. Get recipient in v2 format
Multi-Currency Account-Transfer From Balance Account-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Multi-Currency Account-Transfer From Balance Account-4. Fund transfer from balance
1. Fund transfer
Multi-Currency Account-Convert from Balance to Balance
Create a quoteExecute the transfer
Direct Debit Resource
Direct Debit ListCreate DD Account
Cards (*WIP*)-Card Details and Setup
Retrieve All CardsGet Card Details by tokenSet Card Status by tokenGet Card LimitsDelete Lifetime LimitGet Card PermissionsSet Card Permissions
Cards (*WIP*)-Get Card Transactions
Card Transaction by dateCard Transaction by ID
Cards (*WIP*)-Card Order
Retrieve Cards Program AvailabilityGenerate GUID for idempotencyCreate Card OrderRetrieve All Card OrdersRetrieve Card Order by ID
Webhooks subscription-Application Webhooks
cards#transaction-state-change
Webhooks subscription-Profile Webhooks
List Profile Webhooksswift-in#credit
Webhooks subscription
1. Create application webhook (transfer state change)2. List application webhook subscriptions3. Get application webhook subscription by ID4. Delete application webhook subscription
Rates & Comparison
Get exchange rate historyGet pricing and speedGet price comparison
1. Wise KYC - Platform API's
Client Credentials
1. Client Credentials Token
Onboarding-Wise KYC-1a. New User-0. User Redirect
1. User Redirect
Onboarding-Wise KYC-1a. New User-1. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-1. Creating a User
0. Generate Random GUID1. Create User2. Get User Tokens
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-1. Personal Profile
1. Create personal profile2. Create personal address
Onboarding-Wise KYC-1b. New User w. Pre-fill-2. Creating Profiles-2. Business Profile
4. Create Additional Business Profile2. Create business directors3. Create business UBOs
Onboarding-Wise KYC-1b. New User w. Pre-fill-3. Claim Account
1. Generate Claim Account Code
Onboarding-Wise KYC-1b. New User w. Pre-fill-4. Redirect to Authorization Page
1. Redirect User to Wise (Claim)
Onboarding-Wise KYC-1b. New User w. Pre-fill-5. User linking
1. Generate token from authorization code
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window
Onboarding-Wise KYC-1b. New User w. Pre-fill-6. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
Onboarding-Wise KYC-2. Generate new token for returning user
1. Generate access token from refresh token
2. Wise KYC Prefill - Platform APIs
Client Credentials
1. Client Credentials Token
Wise KYC-prefill-1b. New User w. Pre-fill-1. Creating a User
0. Generate Random GUID1. Create User2. Get User Tokens
Wise KYC-prefill-1b. New User w. Pre-fill-2. Creating Profiles-1. Personal Profile
1. Create personal profile2. Create personal address
Wise KYC-prefill-1b. New User w. Pre-fill-2. Creating Profiles-2. Business Profile
1. Create business profile2. Create business address3. Create business directors4. Create business UBOs5. Set account purpose6. Create Additional Business Profile
Wise KYC-prefill-1b. New User w. Pre-fill-3. Claim Account
1. Generate Claim Account Code
Wise KYC-prefill-1b. New User w. Pre-fill-4. Redirect to Authorization Page
1. Redirect User to Wise (Claim)
Wise KYC-prefill-1b. New User w. Pre-fill-5. User linking Copy
1. Generate token from authorization code
Wise KYC-prefill-2. Generate new token for returning user
1. Generate access token from refresh token
3. Wise Partner KYC - Platform API's
Client Credentials
1. Client Credentials Token
Partner KYC-User creation / details-1. Creating or Access Existing User-1a. Create User & Auth
1. Generate GUID for idempotency2. Create User3. Get User Tokens (successful creation)
Partner KYC-User creation / details-1. Creating or Access Existing User-1b. Existing User Redirect
1. Existing User Redirect
Partner KYC-User creation / details-1. Creating or Access Existing User-1c. Access Existing User (auth token)
1. Generate token from authorization code
Partner KYC-User creation / details-1. Creating or Access Existing User-1d. Generate new token for returning user
1. Generate access token from refresh token
Partner KYC-User creation / details-2. Create User Profiles-1. Check profile exists
Get profile list
Partner KYC-User creation / details-2. Create User Profiles-2. Personal Profile
1. Create personal profile2. Upload verification document data (if required)3. Open update window4. Create address5. Close update window
Partner KYC-User creation / details-2. Create User Profiles-3. Business Profile (Optional)
1. Create Business Profiles2. Open update window3. Create address4. Create business directors5. Create business UBOs6. Close update window
Partner KYC-User creation / details-2. Create User Profiles-4. Profile extensions
1. Check extension requirements2. Add information to the profile
Partner KYC-User creation / details-2. Create User Profiles-5. Update Profile Data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window Copy
Partner KYC-User creation / details-2. Create User Profiles-5. Update Profile Data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
4. Wise Partner Account - Platform API's
Client Credentials
1. Client Credentials Token
1st Party / 3rd Party-Get Partner Access Token-0. User Redirect
1. User Redirect (as needed)
1st Party / 3rd Party-Get Partner Access Token-1. User linking
1. Generate token from authorization code
1st Party / 3rd Party-Generate new token for returning user
1. Generate access token from refresh token
5. Wise Send Money - Platform API's
Send Money-1. Transfer Flow-1. Fetch user profiles
1. Get profile list2. Check verification status3. Get current user4. Get user by id
Send Money-1. Transfer Flow-2. Create quote
1. Create Anonymous Quote2. Create QuoteUpdate Quote
Send Money-1. Transfer Flow-3. Choose/create recipient-3a. Select Existing
1. Load accounts
Send Money-1. Transfer Flow-3. Choose/create recipient-3b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient4. Get recipient in v2 format
Send Money-1. Transfer Flow-3. Choose/create recipient-3c. Create refund recipient
1. Create Refund Recipient
Send Money-1. Transfer Flow-4. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Send Money-2. Fund transfer-1. Get Pay-In Details
1. Get payin deposit details
Send Money-2. Fund transfer-2. Fund From Balance
1. Fund transfer
Send Money-2. Fund transfer-2. Fund From Bulk Settlement
1. Fund transfer
Send Money-3. Get updated transfer status
1. Get transfer status2. Get updated delivery estimation
Send Money-4. Funds Status Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Send Money-5. List Transfers
List Transfers
Send Money-6. Cancel Transfer
Cancel Transfer
Send Money-7. Get transfer receipt
Get reciept PDF
6. Wise Batch Group Send - Platform API's
Batch - Send Money-1. Get profile
1. Get profile list
Batch - Send Money-2. New Batch Group
1. Create batch group
Batch - Send Money-3. Add Transfers-1. Create quote
1. Create Anonymous Quote2. Create Quote
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Batch - Send Money-3. Add Transfers-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
Batch - Send Money-3. Add Transfers-3. Add transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create batch group transfer
Batch - Send Money-4. Complete and Fund
Get batch group versionComplete batch groupFund Batch Group
Batch - Send Money-5. Transfer Status
1. Get transfer status2. Get updated delivery estimation
Batch - Send Money-6. Simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Batch - Send Money-7. Get transfer receipt
Get reciept PDF
7. Wise Multicurrency Account (MCA) - Platform API's
Multi-Currency Account-Manage MCA
List Available CurrenciesList Pay-in CurrenciesGet ProfilesGet Multi-Currency AccountGet EligibilityGet balance account by Id
Multi-Currency Account-Manage Balance(s)-Get a Statement
Get Statement (JSON)Get Statement (PDF)Get Statement (CSV)
Multi-Currency Account-Manage Balance(s)-Balance Top-Up
1. Create Quote2. GET balance recipient ID3. Generate GUID for idempotency4. Create topup order5. Get payin deposit details for top-upSimulate Top Up (SBX Only)
Multi-Currency Account-Manage Balance(s)-Balance Conversion
Create a quoteExecute the transfer
Multi-Currency Account-Manage Balance(s)
List all balance accountsGet balance account by IdDelete a balance account
Multi-Currency Account-Create / Delete Balance Account
List all balance accountsCreate a balance accountDelete a balance account
Multi-Currency Account-Simulate verification & Top-up
Simulate Verification (SBX ONLY)Simulate Top Up (SBX Only)
Multi-Currency Account-Bank Account Details
Check verificationGet bank account details requirementsList account detailsOrder account detailsList account details orders
Multi-Currency Account-Transfer From Balance Account-1. Create quote
1. Create Anonymous Quote2. Create QuoteUpdate Quote
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2a. Select Existing
1. Load accounts
Multi-Currency Account-Transfer From Balance Account-2. Choose/create recipient-2b. Create new recipient
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create recipient4. Get recipient in v2 format
Multi-Currency Account-Transfer From Balance Account-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer (standard flow)5. Create Transfer (3d Party Partner only)
Multi-Currency Account-Transfer From Balance Account-4. Fund transfer from balance
1. Fund transfer
Multi-Currency Account-Convert from Balance to Balance
Create a quoteExecute the transfer
Cdd SB
Multi Currency Account
Simulation APIs
Verify userBalance topup
0. Verification1. Open Balance (V3)2. Get balances (V3)2.1 Get balance by id (V3)3. Create account details order3.1 Get account details orders4. Get account details
Partner Payment Batch Flow (Balance)
Pre-checks (ignore this, used by Qodex)
Start iteration
1. Authenticate as application
Refresh existing access token
2. Set up batch group
Create batch group
3. Add payments-Pre-checks (ignore this, used by Qodex)
Decide which recipient to create
3. Add payments-3.1. Add recipient (one per payment)
Create USD account
3. Add payments-3.2. Add transfer
Create quoteCreate batch group transfer
4. Complete and fund
Get batch group versionComplete batch groupFund batch group
Partner Payment Batch Flow (Send Money)
Pre-checks (ignore this, used by Qodex)
Start iteration
1. Authenticate as application
Refresh existing access token
2. Set up batch group
Create batch group
3. Add payments-Pre-checks (ignore this, used by Qodex)
Decide which recipient to create
3. Add payments-3.1. Add recipient (one per payment)
Create USD account
3. Add payments-3.2. Add transfer
Create quoteCreate batch group transfer
4. Complete and fund
Get batch group versionComplete batch group
Payouts and third party payouts API
1. Creating or accessing existing users-1a. Access Existing User
1. Generate token from authorization code
1. Creating or accessing existing users-1b Generate new token for returning user
1. Generate access token from refresh token
2. Transfer Flow-1. Create quote
2. Create Quote
2. Transfer Flow-2. Choose/create recipient-2a. Select Existing
1. Load accounts2. Get by ID
2. Transfer Flow-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field requires refresh3. Create account - [EXAMPLE] Global USD Recipient
2. Transfer Flow-2. Choose/create recipient-2c. Create refund recipient
1. Create Refund Recipient
2. Transfer Flow-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency (Not required for third party payments)5a. Create transfer5b. Create Transfer for third party payments
3. Fund transfer-3a. Get payment reference for domestic transfer
1. Get payment reference (for bank payment funding)
3. Fund transfer
Get Payin DetailsFund transfer (from balance)
4. Get updated transfer status
1. Get transfer status2. Get updated delivery esitmation
5. Webhooks subscription
1. Client Credentials Token2. Create transfer state change webhook subscription3. List application webhook subscriptions4. Get aplication webhook subscription by ID5. Delete application webhook subscription
7. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
8. Get transfer receipt
Get reciept PDF
SWIFT OUR
Wise Cards API
1. Authentication
Refresh existing access token
2. Card Issuance
Validate addressGet available card programsCreate a card orderPreset card PINGet card order requirementsGet card ordersGet a card order
3. Card Management
Reset PIN countGet cardsGet a cardSet a card statusGet card spending permissionsModify card spending permissionsUpdate phone number
4. Card Transactions
Get card transaction
5. Sensitive Card Details
Get sensitive card detailsGet RSA KeyGet Card PIN
6. Spend controls
Create authorisation ruleApply authorisation ruleUnapply authorisation ruleList applied rulesList authorisation rulesDelete authorisation rule
7. Spend limits
Get profile limitsUpdate profile limitsGet card limitsUpdate card limitDelete card limit
8. Disputes
Get dispute reasonsCreate disputeGet DisputesGet Dispute by ID6. Withdraw Dispute by ID
9. Activity
Get activities
10. Push provisioning
Get payment tokens
11. Card transaction simulation
AuthorisationAuthorisation - ATM WithdrawalClearingReversal
Wise Multi-Currency Account API
Common (User & Profile)
User Token from Refresh TokenCreate UserCreate personal profile
Multi-Currency Accounts
List Available CurrenciesGet Personal ProfileGet Multi-Currency AccountGet Eligibility
Balance Accounts-Get a Statement
Get Statement (JSON)Get Statement (PDF)Get Statement (CSV)
Balance Accounts
Create a balance accountList all balance accountsGet balance account by IdDelete a balance account
Bank Account Details
Check verificationSimulate Profile Verification (SBX Only)Get bank account details requirementsList account detailsOrder account detailsList account details ordersSimulate Top Up (SBX Only)
Transfer To Balance Account-Simulate Transfer Process (SBX Only)
Simulate - ProcessingSimulate - Funds ConvertedSimulate - Outgoing Payment SentSimulate - Bounced BackSimulate - Funds Refunded
Transfer To Balance Account
Create quoteGet transfer requirementsCreate transfer (to balance)Get Payin DetailsSimulate Top Up (SBX Only)Get transfer
Transfer From Balance Account
Create quoteCreate transferGet transfer requirementsFund transfer (from balance)
Convert from Balance to Balance
Create a quoteExecute the transfer
Jars
List JarsCreate JarMove Between Jars
Wise for Banks API
1. Creating or accessing existing users-1a. Create User & Auth
4. Get User Tokens (successful creation)2. Generate GUID for idempotency3. Create User
1. Creating or accessing existing users-1b. Access Existing User
1. Generate token from authorization code
1. Creating or accessing existing users-1c. Generate new token for returning user
1. Generate access token from refresh token
2. Create user profile-1. Check profile exists
1. Get profile list
2. Create user profile-2. Personal Profile
1. Create personal profile2. Upload verification document data (if required)3. Open update window4. Create address5. Close update window
2. Create user profile-3. Business Profile (Optional)
1. Create business profile2. Open update window3. Create address4. Create business directors5. Create business UBOs6. Close update window
2. Create user profile-4. Profile extensions
1. Check extension requirements2. Add information to the profile
3. Transfer Flow-1. Create quote
1. Create Anonymous Quote2. Create Quote v3Get Quote DetailsPATCH Undefined
3. Transfer Flow-2. Choose/create recipient-2a. Select Existing
1. Load accounts
3. Transfer Flow-2. Choose/create recipient-2b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
3. Transfer Flow-2. Choose/create recipient-2c. Create refund recipient
1. Create Refund Recipient
3. Transfer Flow-3. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)4. Generate GUID for idempotency5. Create transfer6. Create Transfer with Originator
4. Fund transfer-4a. Get payment reference for domestic transfer
1. Get payment reference (for bank payment funding)
5. Get updated transfer status
1. Get transfer status2. Get updated delivery esitmation
6. Webhooks subscription
1. Client Credentials Token2. Create transfer state change webhook subscription3. List application webhook subscriptions4. Get aplication webhook subscription by ID5. Delete application webhook subscription
7. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
8. Get transfer receipt
Get reciept PDF
9. Update profile data-1. Personal profile
1. Open update window2. Update profile (optional)3. Update address (optional)4. Close update window Copy
9. Update profile data-2. Business profile
1. Open update window2. Update address (optional)3. Update business directors (optional)4. Add business directors (optional)5. Update business UBOs (optional)6. Add business UBOs (optional)7. Close update window
10. Comparison
Get price comparison
Wise for Connected Apps API
1. Acquire user tokens-2. User linking
1. Generate token from authorization code
1. Acquire user tokens-3. Generate new token for returning user
1. Generate access token from refresh token
2. Transfer Flow-1. Fetch user profiles
1. Get profile list
2. Transfer Flow-2. Create quote
2. Create Quote
2. Transfer Flow-3. Choose/create recipient-3a. Select Existing
1. Load accounts
2. Transfer Flow-3. Choose/create recipient-3b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account4. Get account in v2 format
2. Transfer Flow-4. Create transfer
1. Update quote with selected recipient3. Update transfer extra info dynamic form (if any fields require refresh)2. Generate GUID for idempotency5. Create transfer
3. Fund transfer-4a. Get payin deposit details
1. Get payin deposit details
3. Fund transfer-4.b Fund trnsfer from Wise balance
1. Fund transfer
4. Get updated transfer status
1. Get transfer status2. Get updated delivery esitmation
5. Webhooks subscription
1. Client Credentials Token2. Create transfer state change webhook subscription3. List application webhook subscriptions4. Get aplication webhook subscription by ID5. Delete application webhook subscription
6. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
7. Get transfer receipt
Get reciept PDF
8. Comparison
Get price comparison
Wise public API
Payouts and Account Automation-1. Transfer Flow-1. Check your profile id
1. Get profile list
Payouts and Account Automation-1. Transfer Flow-2. Create quote
1. Create Quote
Payouts and Account Automation-1. Transfer Flow-2. Choose/create recipient-1a. Select Existing
1. Load accounts
Payouts and Account Automation-1. Transfer Flow-2. Choose/create recipient-1b. Create new recipient account
1. Get recipient creation dynamic form2. Update form if any field require refresh3. Create account
Payouts and Account Automation-1. Transfer Flow-3. Create transfer
4. Generate GUID for idempotency3. Update transfer extra info dynamic form (if any fields require refresh)5. Create transfer
Payouts and Account Automation-1. Transfer Flow-4. Fund transfer
1. Fund transfer
Payouts and Account Automation-2. Webhooks subscription
2. Create subsription for borderless deposit3. List webhook subscriptions4. Get webhook subscription by ID5. Delete webhook subscription for transfer state change6. Delete webhook subscription for borderless deposit
Payouts and Account Automation-3. Transfer state simulation
1. Set as processing2. Set as funds_converted3. Set as outgoing_payment_sent4. Set as bounced_back5. Set as funds_refunded
Payouts and Account Automation-4. Get transfer receipt
Get reciept PDF
Payouts and Account Automation-5. Multi currency account automations-1. Account information
GET List of balancesGET balance statement
Payouts and Account Automation-5. Multi currency account automations-2. Account top up order
1. Create Quote2. GET balance recipient ID3. Generate GUID for idempotency4. Create topup order
Payouts and Account Automation-5. Multi currency account automations-3. Convert currencies
1. Create Quote2. GET balance ID3. Generate GUID for idempotency Copy4. Initiate currencies conversion
Payouts and Account Automation-6. Onboarding API - Work In Progress-1. Creating a User
3. Get User Tokens2. Create User
Payouts and Account Automation-6. Onboarding API - Work In Progress-2. Creating Profiles-2.1. Business Profile
1. Create business profile2. Create business address3. Create business directors4. Create business UBOs5. Set account purpose
Payouts and Account Automation-6. Onboarding API - Work In Progress-2. Creating Profiles-2.2. Personal Profile
1. Create personal profile2. Create personal address
Payouts and Account Automation-6. Onboarding API - Work In Progress-2. Creating Profiles
3. Get profile list
Payouts and Account Automation-6. Onboarding API - Work In Progress-3. Claim Account
1. Generate Claim Account Code
Affiliates
Get exchange rate historyGet pricing and speedGet price comparison
Receive Money-1. Create webhooks subscription
1. Create subsription for borderless deposit2. List webhook subscriptions3. Get webhook subscription by ID4. Delete webhook subscription for borderless deposit
Receive Money
GET List of balancesGET balance statement
Home0. Wise Platform APIs (Building Blocks Master - APR23)Cards (*WIP*)-Card OrderRetrieve All Card Orders

Retrieve All Card Orders

GET https://api.sandbox.transferwise.tech/v3/spend/profiles/{{active-profile-id}}/card-orders?pageSize=10&pageNumber=1

Request Params

KeyDatatypeRequiredDescription
pageSizenumber
pageNumbernumber

HEADERS

KeyDatatypeRequiredDescription
Authorizationstring
Previous
Create Card Order
Next
Retrieve Card Order by ID