Finicity

Retrieve Account data

Retrieve Finicity Data by Account ID.

get/v1/remote/finicity/accounts/{accountId}

Request

  • Base URL: https://api.quiltt.io
  • URL: https://api.quiltt.io/v1/remote/finicity/accounts/{accountId}
  • Auth: HTTP bearer

Response

OK

accountIdstring global_id-v1 required

The ID of the Account.

profileIdstring global_id-v1 required

The ID of the Profile.

type'FINICITY' required

The type of Remote data

Example response

{
  "accountId": "acct_12Hz9Dz7vEAuljYvhmPcvM9",
  "profileId": "p_1hyoxpVVFib1HngGwKAzIr",
  "documents": {
    "api.finicity.com": {
      "/aggregation/v1/customers/{customerId}/institutionLogins/{institutionLoginId}/accounts": {
        "body": {
          "accountNickname": "My Account Nickname",
          "accountNumberDisplay": "7528",
          "aggregationAttemptDate": 1607450357,
          "aggregationSuccessDate": 1607450357,
          "balance": 401.26,
          "balanceDate": 1607450357,
          "createdDate": 1607450357,
          "currency": "USD",
          "customerId": "1005061234",
          "detail": {
            "afterTaxAmount": 68564.99,
            "autoPayEnrolled": "Y",
            "availableBalanceAmount": 5678.78,
            "availableCashBalance": 3456.78,
            "balloonAmount": 1678.56,
            "buyPower": 34567.89,
            "cashAccountAllowed": true,
            "cashAdvanceAvailableAmount": 2000,
            "cashAdvanceBalance": 1000,
            "cashAdvanceInterestRate": 21.5,
            "cashAdvanceMaxAmount": 3000,
            "cashBalanceAmount": 2000,
            "collateral": "nissan sentra",
            "contribTotalYtd": 2045,
            "convertToRepayment": 1607450357,
            "creditAvailableAmount": 3000,
            "creditMaxAmount": 7000,
            "currentBalance": 5789.34,
            "currentLoanBalance": 345789.23,
            "currentSchool": "utah valley university",
            "dateAsOf": 1607450357,
            "daysDelinquent": 5,
            "description": "a description",
            "empMatchAmount": 256.99,
            "empPretaxContribAmount": 450,
            "empPretaxContribAmountYtd": 700,
            "endingBalanceAmount": 234789.45,
            "escrowBalance": 2345.01,
            "expectedPayoffDate": 1607450357,
            "feesBalance": 150,
            "firstMortgage": true,
            "firstPaymentDate": 1607450357,
            "guarantor": "FinBank",
            "initialInterestRate": 34567.89,
            "initialMlAmount": 65000,
            "initialMlDate": 1607450357,
            "interestBalance": 2000,
            "interestPaidLtd": 56789.34,
            "interestPeriod": "monthly",
            "interestPriorYtdAmount": 3056.79,
            "interestRate": "15.789",
            "interestRateType": "variable",
            "interestSubsidyType": "Subsidy type",
            "interestYtdAmount": 1056.67,
            "lastPaymentAmount": 567.89,
            "lastPaymentDate": 1607450357,
            "lastPaymentDueDate": 1607450357,
            "lastPaymentEscrowAmount": 456.78,
            "lastPaymentInterestAmount": 234.56,
            "lastPaymentLastFeeAmount": 150,
            "lastPaymentLateCharge": 50,
            "lastPaymentPrincipalAmount": 1256.67,
            "lastPaymentReceiveDate": 1607450357,
            "lateFeeAmount": 35,
            "lender": "utah community credit union",
            "loanAwardId": "1234568",
            "loanPaymentFreq": "monthly",
            "loanPaymentType": "principle",
            "loanRate": 3.275,
            "loanStatus": "Deferment",
            "loanStatusEndDate": 1607450357,
            "loanStatusStartDate": 1607450357,
            "loanTermType": "fixed",
            "loanTypeDesc": "Conventional 30-Year Mortgage",
            "loanYtdFeesPaid": 5621.23,
            "loanYtdInterestPaid": 5623.23,
            "loanYtdPrincipalPaid": 5621.23,
            "marginAllowed": true,
            "marginBalance": 456,
            "matchAmount": 378,
            "maturityDate": 1607450357,
            "maturityValueAmount": 34067.78,
            "mlHolderName": "John Smith",
            "nextPayment": 1578,
            "nextPaymentDate": 1607450357,
            "nextPaymentInterestAmount": 234.56,
            "nextPaymentPrincipalAmount": 1256.67,
            "openDate": 1607450357,
            "originalInterestRate": 12,
            "originalMaturityDate": 1607450357,
            "originalSchool": "Brigham young university",
            "otherNonvestAmount": 26000,
            "otherVestAmount": 34000,
            "outOfSchoolDate": 1607450357,
            "owner": "FinBank",
            "pastDueAmount": 3688.99,
            "paymentDueDate": 1607450357,
            "paymentMinAmount": 456.78,
            "paymentsMade": 14,
            "paymentsRemaining": 45,
            "payoffAmount": 45567.98,
            "payoffAmountDate": 1607450357,
            "periodDepositAmount": 2356.56,
            "periodEndDate": 1607450357,
            "periodInterestAmount": 1234.56,
            "periodInterestRate": 13.245,
            "periodStartDate": 1607450357,
            "preTaxAmount": 78564.99,
            "previousBalance": 1234.56,
            "principalBalance": 45056.7,
            "profitSharingAmount": 34678.89,
            "projectedInterest": 10456.78,
            "recurringPaymentAmount": 456.23,
            "remainingTermOfMl": 2,
            "repaymentPlan": "Standard, Graduated, Extended, Pay As You Earn, and more.",
            "repaymentPlanEndDate": 1607450357,
            "repaymentPlanStartDate": 1607450357,
            "rewardEarnedBalance": 500.2,
            "rolloverAmount": 101234.67,
            "rolloverLtd": 23456.78,
            "shortBalance": 12456.89,
            "statementCloseBalance": 2456.69,
            "statementCloseDate": 1607450357,
            "statementCreditAmount": 345,
            "statementEndDate": 1607450357,
            "statementFinanceAmount": 156.78,
            "statementPurchaseAmount": 2345.9,
            "statementStartDate": 1607450357,
            "termOfMl": "36",
            "totalAmountPaid": 16125,
            "totalInterestPaid": 1125,
            "totalPrincipalPaid": 15000,
            "vestedBalance": 45000,
            "weightedInterestRate": 12,
            "ytdInsurancePaid": 1345.89,
            "ytdInterestPaid": 3948.56,
            "ytdPrincipalPaid": 5432.01,
            "ytdTaxPaid": 1489
          },
          "displayPosition": 2,
          "id": "5011648377",
          "institutionId": "4222",
          "institutionLoginId": 1007302745,
          "lastTransactionDate": 1607450357,
          "lastUpdatedDate": 1607450357,
          "linkedAccountDate": 1607450357,
          "marketSegment": "personal",
          "name": "Super Checking",
          "number": "201940541",
          "oldestTransactionDate": 1607450357,
          "parentAccount": "5011648377",
          "position": [
            {
              "assetClass": "INTLSTOCK",
              "changePercent": 170.02,
              "costBasis": 190.01,
              "costBasisPerShare": 13.38,
              "currencyRate": 1,
              "currentPrice": 41.585,
              "currentPriceDate": 1607450357,
              "dailyChange": 180.03,
              "description": "DELTA AIR LINES INC",
              "fiAssetClass": "COMNEQTY",
              "holdType": "INVESTMENT",
              "id": 454678080,
              "invSecurityType": "OTHERINFO",
              "marketValue": 271.84,
              "mfType": "OPENEND",
              "optionExpireDate": "1644994800",
              "optionSharesPerContract": 100,
              "optionStrikePrice": 50,
              "optionType": "PUT",
              "posType": "Long",
              "securityCurrency": "USD",
              "securityId": "25400W102",
              "securityIdType": "CUSIP",
              "securityName": "DELTA AIR LINES INC",
              "securityType": "Stock",
              "status": "A",
              "subAccountType": "CASH",
              "symbol": "DAL",
              "todayGLDollar": 16272.9,
              "todayGLPercent": 18.89,
              "totalGLDollar": 162742.9,
              "totalGLPercent": 68.89,
              "transactionType": "Margin",
              "units": 6.537
            }
          ],
          "realAccountNumberLast4": "5678",
          "status": "active",
          "type": "checking"
        },
        "timestamp": "2025-09-12T23:55:59Z"
      }
    }
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.