# Pro Documentation > When you want to build a payments program that’s uniquely yours or you’ve outgrown your starter payments partner, you want the flexibility and customizability SoFi Tech Solutions provides. ## Guides - [Introduction](https://docs.tech.sofi.com/pro/docs/introduction.md) - [Environments](https://docs.tech.sofi.com/pro/docs/environments.md) - [SoFi Tech Solutions Tools](https://docs.tech.sofi.com/pro/docs/sofi-tech-solutions-tools.md) - [Quickstart](https://docs.tech.sofi.com/pro/docs/quickstart.md) - [Build a Sample App](https://docs.tech.sofi.com/pro/docs/build-a-sample-app.md) - [Postman Setup](https://docs.tech.sofi.com/pro/docs/postman-setup.md) - [Partners, Programs and Products](https://docs.tech.sofi.com/pro/docs/partners-programs-and-products.md) - [Product Configuration](https://docs.tech.sofi.com/pro/docs/product-configuration.md) - [About Use Cases](https://docs.tech.sofi.com/pro/docs/about-use-cases.md) - [Maximizing Customer Activation Rates](https://docs.tech.sofi.com/pro/docs/maximizing-customer-activation-rates.md) - [Business Banking Programs](https://docs.tech.sofi.com/pro/docs/business-banking-programs.md) - [Business Banking Fundamentals](https://docs.tech.sofi.com/pro/docs/business-banking-fundamentals.md) - [Business Banking Enhancements](https://docs.tech.sofi.com/pro/docs/business-banking-enhancements.md) - [Business Banking Use Cases](https://docs.tech.sofi.com/pro/docs/business-banking-use-cases.md) - [International](https://docs.tech.sofi.com/pro/docs/international.md) - [MSI Installments](https://docs.tech.sofi.com/pro/docs/msi-installments.md) - [Multicurrency BINs](https://docs.tech.sofi.com/pro/docs/multicurrency-bins.md) - [3-D Secure Access-Control Server](https://docs.tech.sofi.com/pro/docs/3-d-secure-access-control-server.md) - [Colombia ATM Issuer Fee Inquiries](https://docs.tech.sofi.com/pro/docs/colombia-atm-issuer-fee-inquiries.md) - [KYC in Mexico](https://docs.tech.sofi.com/pro/docs/kyc-in-mexico.md) - [Co-Brand Debit Application Platform](https://docs.tech.sofi.com/pro/docs/cobrand-debit-application-platform.md) - [Co-Brand Debit Program Features](https://docs.tech.sofi.com/pro/docs/co-brand-debit-program-features.md) - [About Accounts](https://docs.tech.sofi.com/pro/docs/about-accounts.md) - [Interest-Bearing Accounts](https://docs.tech.sofi.com/pro/docs/interest-bearing-accounts.md) - [Interest Calculation Worksheets](https://docs.tech.sofi.com/pro/docs/interest-calculation-worksheets.md) - [Customer ID Verification](https://docs.tech.sofi.com/pro/docs/customer-id-verification.md) - [Creating an Account](https://docs.tech.sofi.com/pro/docs/creating-an-account.md) - [Adding an Account](https://docs.tech.sofi.com/pro/docs/adding-an-account.md) - [Switching Products](https://docs.tech.sofi.com/pro/docs/switching-products.md) - [Switching Products with Different BINs](https://docs.tech.sofi.com/pro/docs/switching-products-with-different-bins.md) - [About Overdraft Accounts](https://docs.tech.sofi.com/pro/docs/about-overdraft-accounts.md) - [How Overdraft Works at SoFi Tech Solutions](https://docs.tech.sofi.com/pro/docs/how-overdraft-works-at-sofi-tech-solutions.md) - [Configuring Overdraft Products](https://docs.tech.sofi.com/pro/docs/configuring-overdraft-products.md) - [Managing Overdraft Accounts](https://docs.tech.sofi.com/pro/docs/managing-overdraft-accounts.md) - [Overdraft Operational Setup](https://docs.tech.sofi.com/pro/docs/overdraft-operational-setup.md) - [Overdraft Workflows](https://docs.tech.sofi.com/pro/docs/overdraft-workflows.md) - [Creating an Overdraft Account](https://docs.tech.sofi.com/pro/docs/creating-an-overdraft-account.md) - [Account Holder Refunds](https://docs.tech.sofi.com/pro/docs/account-holder-refunds.md) - [Round Up](https://docs.tech.sofi.com/pro/docs/round-up.md) - [Deposit Sweep](https://docs.tech.sofi.com/pro/docs/deposit-sweep.md) - [Account Linking via Mastercard Data Connect](https://docs.tech.sofi.com/pro/docs/account-linking-via-mastercard-data-connect.md) - [Setting Up Account Linking via Mastercard Data Connect](https://docs.tech.sofi.com/pro/docs/setting-up-account-linking-via-mastercard-data-connect.md) - [Balance Check via Mastercard Data Connect](https://docs.tech.sofi.com/pro/docs/balance-check-via-mastercard-data-connect.md) - [Setting Up Balance Check via Mastercard Data Connect](https://docs.tech.sofi.com/pro/docs/setting-up-balance-check-via-mastercard-data-connect.md) - [Choose a Card Strategy](https://docs.tech.sofi.com/pro/docs/choose-a-card-strategy.md) - [Setting Up a Card Program](https://docs.tech.sofi.com/pro/docs/setting-up-a-card-program.md) - [PAN Logic](https://docs.tech.sofi.com/pro/docs/pan-logic.md) - [Card Expiration](https://docs.tech.sofi.com/pro/docs/card-expiration.md) - [Design a Card](https://docs.tech.sofi.com/pro/docs/design-a-card.md) - [Card Statuses](https://docs.tech.sofi.com/pro/docs/card-statuses.md) - [Lost, Stolen, or Damaged Cards](https://docs.tech.sofi.com/pro/docs/lost-stolen-or-damaged-cards.md) - [Replace Lost/Stolen Card Endpoint Workflow](https://docs.tech.sofi.com/pro/docs/replace-loststolen-card-endpoint-workflow.md) - [Reissuing Cards](https://docs.tech.sofi.com/pro/docs/reissuing-cards.md) - [Fleet Cards](https://docs.tech.sofi.com/pro/docs/fleet-cards.md) - [Retrieving Card Information](https://docs.tech.sofi.com/pro/docs/retrieving-card-information.md) - [Card-Creation Endpoints](https://docs.tech.sofi.com/pro/docs/card-creation-endpoints.md) - [Activating a Card](https://docs.tech.sofi.com/pro/docs/activate-card-procedure.md) - [PIN-Set Procedures](https://docs.tech.sofi.com/pro/docs/pin-set-procedures.md) - [Direct Render PIN-Set Procedure](https://docs.tech.sofi.com/pro/docs/direct-render-pin-set-procedure.md) - [Direct POST PIN-Set Procedure](https://docs.tech.sofi.com/pro/docs/direct-post-pin-set-procedure.md) - [Offline PIN](https://docs.tech.sofi.com/pro/docs/offline-pin.md) - [PIN Retrieval Service](https://docs.tech.sofi.com/pro/docs/pin-retrieval-service.md) - [Setup for Digital First](https://docs.tech.sofi.com/pro/docs/setup-for-digital-first.md) - [Setup for Virtual Cards](https://docs.tech.sofi.com/pro/docs/setup-for-virtual-cards.md) - [Setup for Instant Issue](https://docs.tech.sofi.com/pro/docs/setup-for-instant-issue.md) - [Setup for Mobile Wallets](https://docs.tech.sofi.com/pro/docs/setup-for-mobile-wallets.md) - [Setup for Push Provisioning](https://docs.tech.sofi.com/pro/docs/setup-for-push-provisioning.md) - [Creating a Provisioning Request](https://docs.tech.sofi.com/pro/docs/creating-a-provisioning-request.md) - [Token Lifecycle Management](https://docs.tech.sofi.com/pro/docs/token-lifecycle-management.md) - [About Transactions](https://docs.tech.sofi.com/pro/docs/about-transactions.md) - [Transaction IDs](https://docs.tech.sofi.com/pro/docs/transaction-ids.md) - [Transaction Descriptions](https://docs.tech.sofi.com/pro/docs/transaction-descriptions.md) - [About Card Transactions](https://docs.tech.sofi.com/pro/docs/about-card-transactions.md) - [Networks](https://docs.tech.sofi.com/pro/docs/networks.md) - [Card Network Mandates](https://docs.tech.sofi.com/pro/docs/card-network-mandates.md) - [Authorization](https://docs.tech.sofi.com/pro/docs/authorization.md) - [Settlement](https://docs.tech.sofi.com/pro/docs/settlement.md) - [Crediting Cardholder Accounts](https://docs.tech.sofi.com/pro/docs/crediting-cardholder-accounts.md) - [Card Transaction Examples](https://docs.tech.sofi.com/pro/docs/card-transaction-examples.md) - [Card Transaction Scenarios Index](https://docs.tech.sofi.com/pro/docs/card-transaction-scenarios-index.md) - [Transaction History](https://docs.tech.sofi.com/pro/docs/transaction-history.md) - [Account Balances](https://docs.tech.sofi.com/pro/docs/account-balances.md) - [About the Raw Data Files (RDFs)](https://docs.tech.sofi.com/pro/docs/about-the-raw-data-files-rdfs.md) - [Base RDFs](https://docs.tech.sofi.com/pro/docs/base-rdfs.md) - [Service RDFs](https://docs.tech.sofi.com/pro/docs/service-rdfs.md) - [Product RDFs](https://docs.tech.sofi.com/pro/docs/product-rdfs.md) - [Creating an Internal Transfer](https://docs.tech.sofi.com/pro/docs/creating-an-internal-transfer.md) - [Creating a Payment](https://docs.tech.sofi.com/pro/docs/creating-a-payment.md) - [Creating an Adjustment](https://docs.tech.sofi.com/pro/docs/creating-an-adjustment.md) - [About Fees](https://docs.tech.sofi.com/pro/docs/about-fees.md) - [Direct Deposit Switch](https://docs.tech.sofi.com/pro/docs/direct-deposit-switch.md) - [Setting Up Direct Deposit Switch](https://docs.tech.sofi.com/pro/docs/setting-up-direct-deposit-switch.md) - [Payment Method Switch](https://docs.tech.sofi.com/pro/docs/payment-method-switch.md) - [Setting Up Payment Method Switch](https://docs.tech.sofi.com/pro/docs/setting-up-payment-method-switch.md) - [Instant Debit Transfers](https://docs.tech.sofi.com/pro/docs/instant-debit-transfers.md) - [Setting Up Instant Debit Transfers](https://docs.tech.sofi.com/pro/docs/setting-up-instant-debit-transfers.md) - [Integrating the Card Capture UI](https://docs.tech.sofi.com/pro/docs/integrating-the-card-capture-ui.md) - [Payment Risk Platform](https://docs.tech.sofi.com/pro/docs/payment-risk-platform.md) - [Payment Risk Platform Core Features](https://docs.tech.sofi.com/pro/docs/payment-risk-platform-features.md) - [Common Point of Compromise](https://docs.tech.sofi.com/pro/docs/common-point-of-compromise-cpc.md) - [Supplemental Data Ingestion for Payment Risk Platform](https://docs.tech.sofi.com/pro/docs/supplemental-data-ingestion-for-payment-risk-platform.md) - [Two-Way Messaging Service for Payment Risk Platform](https://docs.tech.sofi.com/pro/docs/two-way-messaging-service-for-prp.md) - [Identity Verification Service](https://docs.tech.sofi.com/pro/docs/identity-verification-service.md) - [Instant Verification Engine](https://docs.tech.sofi.com/pro/docs/instant-verification-engine.md) - [Card Transaction Risk GScore](https://docs.tech.sofi.com/pro/docs/card-transaction-risk-gscore.md) - [Payment Screening for Incoming ACH Credits](https://docs.tech.sofi.com/pro/docs/payment-screening-for-incoming-ach-credits.md) - [Account-Level Authorization Controls](https://docs.tech.sofi.com/pro/docs/account-level-auth-controls.md) - [Designing Authorization Controls](https://docs.tech.sofi.com/pro/docs/designing-authorization-controls.md) - [Velocity Control Design](https://docs.tech.sofi.com/pro/docs/velocity-control-design.md) - [MCC Control Design](https://docs.tech.sofi.com/pro/docs/mcc-control-design.md) - [Merchant ID Control Design](https://docs.tech.sofi.com/pro/docs/merchant-id-control-design.md) - [Setting ALCs](https://docs.tech.sofi.com/pro/docs/setting-alcs.md) - [Set Velocity Controls](https://docs.tech.sofi.com/pro/docs/set-velocity-controls.md) - [Set MCC Controls](https://docs.tech.sofi.com/pro/docs/set-mcc-controls.md) - [Set Merchant ID Controls](https://docs.tech.sofi.com/pro/docs/set-merchant-id-controls.md) - [Real-Time Funding](https://docs.tech.sofi.com/pro/docs/real-time-funding.md) - [Creating Real-Time Funding Accounts](https://docs.tech.sofi.com/pro/docs/creating-real-time-funding-accounts.md) - [Corporate Credit](https://docs.tech.sofi.com/pro/docs/corporate-credit.md) - [Creating Corporate Credit Accounts](https://docs.tech.sofi.com/pro/docs/creating-corporate-credit-accounts.md) - [Corporate Hierarchy](https://docs.tech.sofi.com/pro/docs/about-corporate-hierarchy.md) - [Creating a Corporate Hierarchy](https://docs.tech.sofi.com/pro/docs/creating-a-corporate-hierarchy.md) - [About ACH](https://docs.tech.sofi.com/pro/docs/about-ach.md) - [ACH at SoFi Tech Solutions](https://docs.tech.sofi.com/pro/docs/ach-at-sofi-tech-solutions.md) - [Same Day ACH](https://docs.tech.sofi.com/pro/docs/same-day-ach.md) - [ACH for Businesses](https://docs.tech.sofi.com/pro/docs/ach-for-businesses.md) - [ACH Early Access](https://docs.tech.sofi.com/pro/docs/ach-early-access.md) - [ACH Workflows](https://docs.tech.sofi.com/pro/docs/ach-workflows.md) - [ACH Developer Setup](https://docs.tech.sofi.com/pro/docs/ach-developer-setup.md) - [ACH Endpoints](https://docs.tech.sofi.com/pro/docs/ach-endpoints.md) - [Other ACH Controls](https://docs.tech.sofi.com/pro/docs/other-ach-controls.md) - [ACH Tracking and Troubleshooting](https://docs.tech.sofi.com/pro/docs/ach-tracking-and-troubleshooting.md) - [About Bill Pay](https://docs.tech.sofi.com/pro/docs/about-bill-pay.md) - [Creating a Billpay Transaction](https://docs.tech.sofi.com/pro/docs/creating-a-billpay-transaction.md) - [Managing Billpay Transactions](https://docs.tech.sofi.com/pro/docs/managing-billpay-transactions.md) - [Billpay Endpoints](https://docs.tech.sofi.com/pro/docs/billpay-endpoints.md) - [Statements](https://docs.tech.sofi.com/pro/docs/statements.md) - [Creating Statements from the RDFs](https://docs.tech.sofi.com/pro/docs/creating-statements-from-the-rdfs.md) - [About Disputes](https://docs.tech.sofi.com/pro/docs/about-disputes.md) - [Disputes at SoFi Tech Solutions](https://docs.tech.sofi.com/pro/docs/disputes-at-sofi-tech-solutions.md) - [Dispute API 3.0](https://docs.tech.sofi.com/pro/docs/dispute-api-30.md) - [Creating an API 3.0 Dispute](https://docs.tech.sofi.com/pro/docs/creating-an-api-30-dispute.md) - [Dispute API 3.0 Workflows](https://docs.tech.sofi.com/pro/docs/dispute-api-30-workflows.md) - [Managing API 3.0 Disputes](https://docs.tech.sofi.com/pro/docs/managing-api-30-disputes.md) - [About Secured Credit](https://docs.tech.sofi.com/pro/docs/secured-credit.md) - [Setup for Secured Credit](https://docs.tech.sofi.com/pro/docs/setting-up-secured-credit.md) - [Configuring Billing Cycles](https://docs.tech.sofi.com/pro/docs/configuring-billing-cycles.md) - [Credit Reporting](https://docs.tech.sofi.com/pro/docs/credit-reporting.md) - [Credit Statements](https://docs.tech.sofi.com/pro/docs/credit-statements.md) - [Developer Setup for Secured Credit](https://docs.tech.sofi.com/pro/docs/developer-setup-for-secured-credit.md) - [Secured Credit Workflows](https://docs.tech.sofi.com/pro/docs/secured-credit-workflows.md) - [About Buy Now, Pay Later: Pre-Purchase](https://docs.tech.sofi.com/pro/docs/about-buy-now-pay-later.md) - [Setup for Single-Use Virtual Card](https://docs.tech.sofi.com/pro/docs/setup-for-single-use-virtual-card.md) - [Setup for Installment Loans](https://docs.tech.sofi.com/pro/docs/setup-for-installment-loans.md) - [Buy Now, Pay Later: Pre-Purchase Workflows](https://docs.tech.sofi.com/pro/docs/developer-setup-for-buy-now-pay-later.md) - [Reports for Installment Loans](https://docs.tech.sofi.com/pro/docs/reports-for-installment-loans.md) - [About Buy Now, Pay Later: Post-Purchase](https://docs.tech.sofi.com/pro/docs/about-buy-now-pay-later-post-purchase.md) - [Buy Now, Pay Later: Post-Purchase Workflows](https://docs.tech.sofi.com/pro/docs/buy-now-pay-later-post-purchase-workflows.md) - [Creating a Loan From Transactions](https://docs.tech.sofi.com/pro/docs/creating-a-loan-from-transactions.md) - [About the Events API](https://docs.tech.sofi.com/pro/docs/about-the-events-api.md) - [Events API Scenarios](https://docs.tech.sofi.com/pro/docs/events-api-scenarios.md) - [Event Setup and Configuration](https://docs.tech.sofi.com/pro/docs/event-setup-and-configuration.md) - [Event Testing and Triggers](https://docs.tech.sofi.com/pro/docs/event-testing-and-triggers.md) - [Authorization Controller API](https://docs.tech.sofi.com/pro/docs/authorization-controller-api.md) - [Auth API Validation Checks](https://docs.tech.sofi.com/pro/docs/auth-api-validation-checks.md) - [Auth API Field Detail](https://docs.tech.sofi.com/pro/docs/auth-api-field-detail.md) - [About SoFi Tech Virtual Assistant](https://docs.tech.sofi.com/pro/docs/about-cyberbank-konecta.md) - [SoFi Tech Solutions Analytics Report Index](https://docs.tech.sofi.com/pro/docs/sofi-tech-solutions-analytics-report-index.md) - [Setup for Card Transaction Simulation](https://docs.tech.sofi.com/pro/docs/setup-for-card-transaction-simulation.md) - [Simulating Card Transactions](https://docs.tech.sofi.com/pro/docs/simulating-card-transactions.md) - [Three-Step Sequence Simulation](https://docs.tech.sofi.com/pro/docs/three-step-sequence-simulation.md) - [Five-Step Sequence Simulation](https://docs.tech.sofi.com/pro/docs/five-step-sequence-simulation.md) - [Incremental Authorization Simulation](https://docs.tech.sofi.com/pro/docs/incremental-authorization-simulation.md) - [Authorization Reversal Simulation](https://docs.tech.sofi.com/pro/docs/authorization-reversal-simulation.md) - [Authorization Expiry Simulation](https://docs.tech.sofi.com/pro/docs/authorization-expiry-simulation.md) - [ATM Withdrawal, Visa Simulation](https://docs.tech.sofi.com/pro/docs/atm-withdrawal-visa-simulation.md) - [Force-Post Simulation](https://docs.tech.sofi.com/pro/docs/force-post-simulation.md) - [Cashback Simulation](https://docs.tech.sofi.com/pro/docs/cashback-simulation.md) - [International Transaction, Visa Simulation](https://docs.tech.sofi.com/pro/docs/international-transaction-visa-simulation.md) - [Visa Money Transfer Simulation](https://docs.tech.sofi.com/pro/docs/visa-money-transfer-simulation.md) - [Mastercard Card Load Simulation](https://docs.tech.sofi.com/pro/docs/mastercard-card-load-simulation.md) - [Setup for Incoming ACH Transaction Simulation](https://docs.tech.sofi.com/pro/docs/setup-for-incoming-ach-transaction-simulation.md) - [Simulating Incoming ACH Transactions](https://docs.tech.sofi.com/pro/docs/simulating-ach-transactions.md) - [ACH Bill Payment Simulation](https://docs.tech.sofi.com/pro/docs/ach-bill-payment-simulation.md) - [Payment Screening for Tax Refunds Simulation](https://docs.tech.sofi.com/pro/docs/payment-screening-for-tax-refunds-simulation.md) - [ACH Direct Deposit Simulation](https://docs.tech.sofi.com/pro/docs/ach-direct-deposit-simulation.md) - [Testing Real-Time Funding in CV](https://docs.tech.sofi.com/pro/docs/testing-real-time-funding-in-cv.md) - [Testing Corporate Credit](https://docs.tech.sofi.com/pro/docs/testing-corporate-credit.md) - [Testing Outgoing ACH Transactions](https://docs.tech.sofi.com/pro/docs/testing-outgoing-ach-transactions.md) ## API Reference - [About Program API](https://docs.tech.sofi.com/pro/reference/program-api-intro.md) - [System Time](https://docs.tech.sofi.com/pro/reference/system-time.md) - [Authentication](https://docs.tech.sofi.com/pro/reference/api-reference-authentication.md) - [Idempotency](https://docs.tech.sofi.com/pro/reference/idempotency.md) - [Responses](https://docs.tech.sofi.com/pro/reference/response.md) - [Status Codes and Errors](https://docs.tech.sofi.com/pro/reference/errors.md) - [Rate Limits](https://docs.tech.sofi.com/pro/reference/rate-limits.md) - [Record-Set Pagination](https://docs.tech.sofi.com/pro/reference/record-set-paging.md) - [Breaking Change Policy](https://docs.tech.sofi.com/pro/reference/breaking-change-policy.md) - [PCI-Sensitive Data](https://docs.tech.sofi.com/pro/reference/pci-sensitive-data.md) - [Accounts and Cards](https://docs.tech.sofi.com/pro/reference/accounts-and-cards.md) - [Create Account](https://docs.tech.sofi.com/pro/reference/post_createaccount.md): Use the Create Account endpoint to create an account for a new customer. You can use this endpoint for personalized, instant issue, and secondary products. This endpoint can run customer ID… - [Void Create Account](https://docs.tech.sofi.com/pro/reference/post_voidcreateaccount.md): Use the Void Create Account endpoint to cancel an account (move the account into `status: B`, Voided account) that was created by Create Account.… - [Create Virtual Card Account](https://docs.tech.sofi.com/pro/reference/post_createvirtualcard.md): Use the Create Virtual Card Account endpoint to create a virtual card account for a new customer. To create any other type of account for a new customer use the > method and you verify customer… - [Run CIP](https://docs.tech.sofi.com/pro/reference/post_runcip.md): Use the Run CIP endpoint to run the legacy <> process on a customer who has already been enrolled. Do not use this endpoint if you are using your own CIP provider. This endpoint is not… - [Get Enrollment Info](https://docs.tech.sofi.com/pro/reference/post_getenrollmentinfo.md): Use Get Enrollment Info to get the customer data that was submitted with Start Enrollment or with a >. This endpoint is not integrated with <>. This endpoint is different from Start Enrollment or Start Enrollment. > 📘 Note >… - [Verify Enrollment](https://docs.tech.sofi.com/pro/reference/post_verifyenrollment.md): Use the Verify Enrollment endpoint to look up an existing enrollment by `transactionId` or `id` to view information and status. The endpoint returns enrollment data, enrollment date, and… - [Run Enrollment CIP](https://docs.tech.sofi.com/pro/reference/post_runenrollmentcip.md): Use the Run Enrollment CIP endpoint to run or re-run the <> process on an existing customer. This endpoint is not integrated with <>. > 📘 Note > > Validation on an SSN… - [Get Balance](https://docs.tech.sofi.com/pro/reference/post_getbalance.md): Use the Get Balance endpoint to retrieve the specified account balance and its currency code. This endpoint returns the balances for all accounts that share the same balance ID (Galileo account… - [Update Account](https://docs.tech.sofi.com/pro/reference/post_updateaccount.md): Use the Update Account endpoint to modify customer profile information in an existing customer record. Pass only the parameters to modify — other parameters should be left blank. Only active… - [Get Account by ID](https://docs.tech.sofi.com/pro/reference/post_getaccountbyid.md): Use the Get Account by ID endpoint to retrieve account information using _exactly one_ of the mutually exclusive lookup keys. See Account… - [Search Accounts](https://docs.tech.sofi.com/pro/reference/post_searchaccounts.md): Use the Search Accounts endpoint to find a customer account by passing at least one of the parameters. The data in the response is similar to what the <> search provides. Try Create… - [Add Account](https://docs.tech.sofi.com/pro/reference/post_addaccount.md): Use the Add Account endpoint to add a secondary account to an existing customer account. The account types that may be added include savings, overdraft, account with no card, virtual card, or… - [Get Interest](https://docs.tech.sofi.com/pro/reference/post_getinterest.md): Use the Get Interest endpoint to retrieve accrual interest, interest year-to-date, and annual percentage yield for any type of interest bearing account (savings or non-savings). The Get Interest… - [Get Savings Interest](https://docs.tech.sofi.com/pro/reference/post_getsavingsinterest.md): Use the Get Savings Interest endpoint to retrieve accrual interest, interest year-to-date, and annual percentage yield earned for a savings account that is a secondary account. If you are already… - [Set User-Defined Account Field](https://docs.tech.sofi.com/pro/reference/post_setuserdefinedaccountfield.md): Use the Set User-Defined Account Field endpoint to create or update custom data elements on an account. There is no technical limit on the number of fields that you can add. See Set… - [Charge Off Account](https://docs.tech.sofi.com/pro/reference/post_chargeoffaccount.md): Use the Charge Off Account endpoint to charge off the specified account (sweep funds and set balance to `0.00`) and move the account to `status: R` (charged off). These are the rules for using the… - [Recover Charged-Off Account](https://docs.tech.sofi.com/pro/reference/post_recoverchargedoffaccount.md): Use the Recover Charged-Off Account endpoint to change a charged-off account (`status: R`) to another status (active or canceled without refund) and to restore the account balance. Using this… - [Get Roundup Accounts](https://docs.tech.sofi.com/pro/reference/post_getroundupaccounts.md): Use the Get Roundup Accounts endpoint to retrieve a record of all accounts linked to a roundup account and the contribution percentage from each account. - [Set Roundup Accounts](https://docs.tech.sofi.com/pro/reference/post_setroundupaccounts.md): Use the Set Roundup Accounts endpoint to specify the roundup account for a consumer account, such as rounding up into a charity account. (To enable roundup for the account, call > and <>) to an existing <>. Cards that are created with this endpoint are active upon creation, and the… - [Verify Card Security Code](https://docs.tech.sofi.com/pro/reference/post_verifycardsecuritycode.md): Use the Verify Card Security Code endpoint to validate a <> for the specified card that a cardholder inputs. Returns success on a match or failure if it does not match. This endpoint… - [Void Add Card](https://docs.tech.sofi.com/pro/reference/post_voidaddcard.md): Use the Void Add Card endpoint to cancel a card that was added to an account using the Add Card endpoint. For `transactionId`, pass the `transaction_id`… - [Reissue Card](https://docs.tech.sofi.com/pro/reference/post_reissuecard.md): Use the Reissue Card endpoint to reissue a card, which means to send the card to the embosser again. Specify whether to keep the same <> and expiry date as the original card. This… - [Create Single-Use Virtual Card](https://docs.tech.sofi.com/pro/reference/post_createsingleusevirtualcard.md): Use the Create Single-Use Virtual Card endpoint to create a single-use virtual card for a BNPL customer. To use this endpoint with a product, the SUVC product parameter must be set to Y, indicating… - [Create Provisioning Request](https://docs.tech.sofi.com/pro/reference/post_createprovisioningrequest.md): Use the Create Provisioning Request endpoint to push-provision a virtual card to a mobile wallet. This endpoint is part of a multiple-step integration that must be completed with each mobile wallet… - [Get Card Tokens](https://docs.tech.sofi.com/pro/reference/post_getcardtokens.md): Use the Get Card Tokens endpoint to retrieve information on tokens associated with a card. To use this endpoint, the MTLCM product parameter must be set. This endpoint is currently valid only for… - [Manage Card Token](https://docs.tech.sofi.com/pro/reference/post_managecardtoken.md): Use the Manage Card Token endpoint to delete, suspend, or resume a single token. To use this endpoint, the MTLCM product parameter must be set. This endpoint is currently valid only for Mastercard.… - [Modify Status](https://docs.tech.sofi.com/pro/reference/post_modifystatus.md): Use the Modify Status endpoint to change the status of an account, a card, or both. This endpoint does not change any other kind of status. - Consult the >. - [Get Customer Note History](https://docs.tech.sofi.com/pro/reference/post_getcustomernotehistory.md): Use the Get Customer Note History endpoint to retrieve the customer notes that are in the <>. This endpoint requires a date range: 365 days maximum. - [Transactions](https://docs.tech.sofi.com/pro/reference/transactions.md) - [Get Account Overview](https://docs.tech.sofi.com/pro/reference/post_getaccountoverview.md): Use the Get Account Overview endpoint to retrieve the combined response data from several other endpoints. Best practice is to use this endpoint to retrieve the data for a customer's landing page or… - [Get Transaction History](https://docs.tech.sofi.com/pro/reference/post_gettranshistory.md): Use the Get Transaction History endpoint to retrieve a list of posted transactions (settlements, payments, adjustments, fees) during a specified timespan. This endpoint does not return unsettled… - [Get All Transaction History](https://docs.tech.sofi.com/pro/reference/post_getalltranshistory.md): Use the Get All Transaction History endpoint to retrieve all of the transactions on the SoFi Tech Solutions ledger, including backouts, denied transactions, <>-only requests, and… - [Get Authorization History](https://docs.tech.sofi.com/pro/reference/post_getauthhistory.md): Use the Get Authorization History endpoint to retrieve a list of authorizations. By default it returns authorizations that have not settled, expired, or been reversed. You can return authorizations… - [Get Auth Settle Detail](https://docs.tech.sofi.com/pro/reference/post_getauthsettledetail.md): Use the Get Auth Settle Detail endpoint to retrieve a single coalesced detail record spanning both the authorization and settlement data. - [Get Pending Merchant Credits](https://docs.tech.sofi.com/pro/reference/post_getpendingmerchantcredits.md): Use the Get Pending Merchant Credits endpoint to retrieve all merchant credits that are in the "pending" or "waiting to be processed" status. The `programId` parameter is required. Pass the… - [Update Pending Merchant Credit](https://docs.tech.sofi.com/pro/reference/post_updatependingmerchantcredit.md): Use the Update Pending Merchant Credit endpoint to post or post and hold a merchant credit if you are handling your own disputes. The threshold for manual review of merchant credits is set during… - [Expire Authorization](https://docs.tech.sofi.com/pro/reference/post_expireauthorization.md): Use the Expire Authorization endpoint to expire a pending authorization and return the hold amount to the cardholder account. The authorization must be eligible for expiry. Check for one of the… - [Create Adjustment](https://docs.tech.sofi.com/pro/reference/post_createadjustment.md): Use the Create Adjustment endpoint to move funds into or out of a customer account. Transactions using this endpoint are returned by the Get… - [Reverse Adjustment](https://docs.tech.sofi.com/pro/reference/post_reverseadjustment.md): Use the Reverse Adjustment endpoint to reverse out a transaction that was created with the Create Adjustment endpoint. Pass the `transactionId`… - [Create Payment](https://docs.tech.sofi.com/pro/reference/post_createpayment.md): Use the Create Payment endpoint to move funds into a customer account. This endpoint may return load limit and velocity violations in its response. Payments created with this endpoint are returned by… - [Update Payment](https://docs.tech.sofi.com/pro/reference/post_updatepayment.md): Use the Update Payment endpoint to update the number of hold days for a pending payment that was created with the Create Payment endpoint. You… - [Get Payment History](https://docs.tech.sofi.com/pro/reference/post_getpaymenthistory.md): Use the Get Payment History endpoint to retrieve payments (credits) for a customer account during a specified period. See Record-Set Pagination… - [Assess Fee](https://docs.tech.sofi.com/pro/reference/post_assessfee.md): Use the Assess Fee endpoint to charge a fee to the specified account. The fee `type` parameter values must already be registered in the system for your program. - [Reverse Fee](https://docs.tech.sofi.com/pro/reference/post_reversefee.md): Use the Reverse Fee endpoint to reverse out a fee that was created with the Assess Fee endpoint or created elsewhere in the system. If the fee was… - [Get Fee History](https://docs.tech.sofi.com/pro/reference/post_getfeehistory.md): Use the Get Fee History endpoint to retrieve a list of fees for the specified customer account. See Record-Set Pagination for instructions on… - [Get Fee Summary](https://docs.tech.sofi.com/pro/reference/post_getfeesummary.md): Use Get Fee Summary to retrieve the total fee amount that was posted during the specified timespan. See Record-Set Pagination for instructions on… - [Get Pending Fees](https://docs.tech.sofi.com/pro/reference/post_getpendingfees.md): Use the Get Pending Fees endpoint to retrieve the fees that have not yet been processed against the specified customer account. Most fees are processed as soon as they are created, but if the account… - [Create Account Transfer](https://docs.tech.sofi.com/pro/reference/post_createaccounttransfer.md): Use the Create Account Transfer endpoint to move funds between accounts in the same program. You can combine a fee with the payment or adjustment, depending on what transaction types you have set up… - [Reverse Account Transfer](https://docs.tech.sofi.com/pro/reference/post_reverseaccounttransfer.md): Use the Reverse Account Transfer endpoint to reverse out a transaction made with the Create Account Transfer endpoint. Only a successful… - [Add ACH Account](https://docs.tech.sofi.com/pro/reference/post_addachaccount.md): Use the Add ACH Account endpoint to add an ACH account to the specified customer account. If you are integrated with Plaid, set the RPVIR parameter to `1` to receive `plaid_identity_values` in the… - [Add ACH Account Corporate](https://docs.tech.sofi.com/pro/reference/post_addachaccountcorporate.md): Use the Add ACH Account Corporate endpoint to add an ACH corporate account to the specified customer account. If you are integrated with Plaid, set the RPVIR parameter to `1` to receive… - [Get ACH Accounts](https://docs.tech.sofi.com/pro/reference/post_getachaccounts.md): Use the Get ACH Accounts endpoint to retrieve a record of ACH accounts that are linked to a customer account. For instructions on using this endpoint see Create ACH Transaction endpoint. You cannot… - [Get ACH Transaction History](https://docs.tech.sofi.com/pro/reference/post_getachtranshistory.md): Use the Get ACH Transaction History endpoint to retrieve the ACH transaction history for the specified customer account. This endpoint retrieves **outgoing** ACH transactions only. - [Get Deposit History](https://docs.tech.sofi.com/pro/reference/post_getdeposithistory.md): Use the Get Deposit History endpoint to retrieve deposit history for either your entire program or for a specified customer. Omit the `accountNo` parameter to get the history for your entire program.… - [Get Pending Deposits](https://docs.tech.sofi.com/pro/reference/post_getpendingdeposits.md): Use the Get Pending Deposits endpoint to retrieve a list of incoming ACH credits that are pending manual review. Populate `accountNo` to retrieve the pending credits for a specified account or leave… - [Modify Pending Deposit Status](https://docs.tech.sofi.com/pro/reference/post_modifypendingdepositstatus.md): Use the Modify Pending Deposit Status endpoint to either post or return pending direct ACH deposits that are returned by Get Pending… - [Get Direct Deposit Switch Token](https://docs.tech.sofi.com/pro/reference/post_getdirectdepositswitchtoken.md): Use the Get Direct Deposit Switch Token endpoint to request a `token` from SoFi Tech Solutions to pass to the direct deposit switch provider's SDK. See Creating a Billpay Transaction for… - [Add Paper Biller](https://docs.tech.sofi.com/pro/reference/post_addpaperbiller.md): Use the Add Paper Biller endpoint to create a custom paper biller for a customer and to schedule paper bill payments. Billers that are created with this endpoint will receive a paper check instead of… - [Modify Paper Biller](https://docs.tech.sofi.com/pro/reference/post_modifypaperbiller.md): Use the Modify Paper Biller endpoint to update a paper biller. All non-required fields are nullifiable. To cancel a scheduled series, either set `endDate` to the current date or pass `Null` for… - [Add RPPS Biller](https://docs.tech.sofi.com/pro/reference/post_addrppsbiller.md): Use the Add RPPS Biller endpoint to create an <> biller for a customer and to schedule bill payments. Before calling this endpoint, use the > biller. All non-required fields are nullifiable. To cancel a scheduled series, either set `endDate` to the current date or pass… - [Remove Biller](https://docs.tech.sofi.com/pro/reference/post_removebiller.md): Use the Remove Biller endpoint to delete an <> or paper biller. When you delete a biller, the future scheduled transactions for that biller are not deleted. See > database. Pass `billerName` (required), `billerState` (recommended) and `billerAccountNo` (optional). If the biller… - [Create Bill Payment](https://docs.tech.sofi.com/pro/reference/post_createbillpayment.md): Use the Create Bill Payment endpoint to create a bill payment transaction. Before you can use this endpoint, you must create the biller. The account must be active (`status: N`) to use this… - [Get Bill Payment History](https://docs.tech.sofi.com/pro/reference/post_getbillpayhistory.md): Use the Get Bill Payment History endpoint to retrieve bill payment transactions between the specified dates, including scheduled transactions. You can get the history for the specified account or for… - [Cancel Bill Payment](https://docs.tech.sofi.com/pro/reference/post_cancelbillpayment.md): Use the Cancel Bill Payment endpoint to cancel the following types of billpay transactions: * Paper transactions in status `N`, `W` or `P`. * Electronic (RPPS) transactions in status `N` *… - [Get Scheduled Bill Payments](https://docs.tech.sofi.com/pro/reference/post_getscheduledbillpayments.md): Use the Get Scheduled Bill Payments endpoint to retrieve the scheduled (recurrent) and future (non-recurrent) bill payments for the specified account. This endpoint returns the next-scheduled… - [Get Billpay Switch Token](https://docs.tech.sofi.com/pro/reference/post_getbillpayswitchtoken.md): Use the Get Billpay Switch Token endpoint to request a `token` from SoFi Tech Solutions to pass to the payment method switch provider's SDK. See Create Hold endpoint. - [Expire Hold](https://docs.tech.sofi.com/pro/reference/post_expirehold.md): Use the Expire Hold endpoint to expire a funds hold that was created with the Create Hold endpoint. This endpoint does not expire any other kind of… - [Create Simulated Card Authorization](https://docs.tech.sofi.com/pro/reference/post_createsimulatedcardauth.md): Use the Create Simulated Card Authorization endpoint to simulate a card authorization in the <> environment. This endpoint creates but does not settle a card authorization for the… - [Create Simulated Card Settlement](https://docs.tech.sofi.com/pro/reference/post_createsimulatedcardsettle.md): Use the Create Simulated Card Settlement endpoint to settle a simulated card authorization in the <> environment. First, create a simulated authorization using the > environment. This endpoint creates a pending transaction, defined by the… - [Cancel Simulated Incoming ACH Transaction](https://docs.tech.sofi.com/pro/reference/post_cancelsimulatedachtransaction.md): Use the Cancel Simulated Incoming ACH Transaction endpoint to cancel a simulated ACH transaction that you created with the Create Simulated Incoming ACH Transaction endpoint. Pass the… - [Get Simulated Incoming ACH Transaction](https://docs.tech.sofi.com/pro/reference/post_getsimulatedachtransaction.md): Use the Get Simulated Incoming ACH Transaction endpoint to return a pending simulated incoming ACH transaction matching the provided ID. If it has already been processed, use the Get Auth… - [Delete Account-Level Auth Control](https://docs.tech.sofi.com/pro/reference/post_deleteaccountlevelauthcontrol.md): Use the Delete Account-Level Auth Control endpoint to delete one velocity <>. To delete a velocity control with MCCs, you must specify the full range in `beginningMcc` and `endMcc`. - [Get MCC Controls](https://docs.tech.sofi.com/pro/reference/post_getmcccontrols.md): Use the Get MCC Controls endpoint to retrieve the <> controls for either a product ID or an account (PRN). See Set MCC Controls for… - [Set Account-Level MCC Controls](https://docs.tech.sofi.com/pro/reference/post_setaccountlevelmcccontrols.md): Use the Set Account-Level MCC Controls endpoint to create or modify account-level <> controls. See Set MCC Controls for instructions… - [Delete Account-Level MCC Control](https://docs.tech.sofi.com/pro/reference/post_deleteaccountlevelmcccontrol.md): Use the Delete Account-Level MCC Control endpoint to delete one MCC <>. You must specify the entire MCC range for the control in `mccControlStart` and `mccControlEnd`. - [Get Merchant Controls](https://docs.tech.sofi.com/pro/reference/post_getmerchantcontrols.md): Use the Get Merchant Controls endpoint to retrieve merchant ID (MID) controls for either the product ID or the specified account. See Set… - [Set Account-Level Merchant Control](https://docs.tech.sofi.com/pro/reference/post_setaccountlevelmerchantcontrol.md): Use the Set Account-Level Merchant Control endpoint to create or modify an account-level merchant ID (MID) control. See Set Merchant ID… - [Delete Account-Level Merchant Control](https://docs.tech.sofi.com/pro/reference/post_deleteaccountlevelmerchantcontrol.md): Use the Delete Account-Leve Merchant Control endpoint to delete one merchant ID <>. - [Get Overdraft Balance](https://docs.tech.sofi.com/pro/reference/post_getoverdraftbalance.md): Use the Get Overdraft Balance endpoint to retrieve overdraft-related information such as available overdraft limit, payback amount, and <> balance including overdraft. For `accountNo`… - [Set Overdraft Limit](https://docs.tech.sofi.com/pro/reference/post_setoverdraftlimit.md): Use the Set Overdraft Limit endpoint to modify the overdraft limit for the specified account. - [Get Overdraft Limit Change History](https://docs.tech.sofi.com/pro/reference/post_getoverdraftlimitchangehistory.md): Use the Get Overdraft Limit Change History endpoint to retrieve a list of overdraft limit changes for a specified account. - [Get Credit Summary](https://docs.tech.sofi.com/pro/reference/post_getcreditsummary.md): Use the Get Credit Summary endpoint to retrieve billing information for the specified account, from the most recent calculated bill cycle, and available credit. - [Set Credit Limit](https://docs.tech.sofi.com/pro/reference/post_setcreditlimit.md): Use the Set Credit Limit endpoint to modify the credit limit for the specified account. - [Get Credit Limit Change History](https://docs.tech.sofi.com/pro/reference/post_getcreditlimitchangehistory.md): Use the Get Credit Limit Change History endpoint to retrieve a list of credit-limit changes for the specified account. - [Set AutoPay Plan](https://docs.tech.sofi.com/pro/reference/post_setautopayplan.md): Use the Set AutoPay Plan endpoint to configure or update autopay for a credit account. When enabling autopay, both `accountNo` and `fromAccountNo` are validated to confirm they exist and are active… - [Set AutoPay Attempt](https://docs.tech.sofi.com/pro/reference/post_setautopayattempt.md): Use the Set AutoPay Attempt endpoint to specify the number and frequency of retries in the case of client error. - [Get AutoPay History](https://docs.tech.sofi.com/pro/reference/post_getautopayhistory.md): Use the Get AutoPay History endpoint to retrieve autopay transactions during the specified timespan. - [Get AutoPay Plan](https://docs.tech.sofi.com/pro/reference/post_getautopayplan.md): Use the Get AutoPay Plan endpoint to retrieve the current autopay configuration and the next scheduled execution date for a credit account. - [Get Authorized Users](https://docs.tech.sofi.com/pro/reference/post_getauthorizedusers.md): Use the Get Authorized Users endpoint to retrieve the authorized user PRNs associated with the specified account. - [Set Corporate Credit Limit](https://docs.tech.sofi.com/pro/reference/post_setcorporatecreditlimit.md): Use the Set Corporate Credit Limit endpoint to set a credit limit on a <> funding account. As desired, set LIMMX and LIMMN product parameters to control maximum and minimum amounts to… - [Get Corporate Credit Summary](https://docs.tech.sofi.com/pro/reference/post_getcorporatecreditsummary.md): Use the Get Corporate Credit Summary endpoint to retrieve the credit limit on the <> funding account as well as how much of the credit limit is still available to spend. Pass a CC… - [Get Corporate Credit Change History](https://docs.tech.sofi.com/pro/reference/post_getcorporatecreditchangehistory.md): Use the Get Corporate Credit Change History endpoint to retrieve a history of changes to the credit limit for the specified <> funding account. Pass a CC funding account for `accountNo`. - [Is Corporate Credit Funding Account](https://docs.tech.sofi.com/pro/reference/post_iscorpcreditfundingaccount.md): Use the Is Corporate Credit Funding Account endpoint to determine whether the specified account is a Corporate Credit funding account. - [Is Corporate Credit Spending Account](https://docs.tech.sofi.com/pro/reference/post_iscorpcreditspendingaccount.md): Use the Is Corporate Credit Spending Account endpoint to determine whether the specified account is a Corporate Credit spending account. - [Get RTF Account Relationship](https://docs.tech.sofi.com/pro/reference/post_getrtfaccountrelationship.md): Use the Get <> Account Relationship endpoint to retrieve either the RTF spending accounts that are associated with an RTF funding account, or the RTF funding account that is associated… - [Is RTF Funding Account](https://docs.tech.sofi.com/pro/reference/post_isrtffundingaccount.md): Use the Is <> Funding Account endpoint to determine whether the specified account is an RTF funding account. - [Is RTF Spending Account](https://docs.tech.sofi.com/pro/reference/post_isrtfspendingaccount.md): Use the Is <> Spending Account endpoint to determine whether the specified account is an RTF spending account. - [Verify Instant-Issue Card](https://docs.tech.sofi.com/pro/reference/post_verifyinstantissuecard.md): Use the Verify Instant-Issue Card endpoint to retrieve data related to the specified instant-issue card. Consult the Instant-Issue Cards guide… - [Get Bulk Card Order](https://docs.tech.sofi.com/pro/reference/post_getbulkcardorder.md): Use Get Bulk Card Order to retrieve the details of an existing bulk card order that was created with the Create Bulk Card Order endpoint.… - [Create Bulk Card Order](https://docs.tech.sofi.com/pro/reference/post_createbulkcardorder.md): Use the Create Bulk Card Order endpoint to initiate a request for a batch of instant-issue cards. Consult the Instant-Issue Cards guide for… - [Get Load Locations](https://docs.tech.sofi.com/pro/reference/post_getloadlocations.md): Use the Get Load Locations endpoint to retrieve a list of load locations that are nearest to the specified postal code. - [Move Card Inventory](https://docs.tech.sofi.com/pro/reference/post_movecardinventory.md): Use the Move Card Inventory endpoint to reallocate card inventory to other entities. Specify the type of move to make with the `type` parameter. - [Move Card](https://docs.tech.sofi.com/pro/reference/post_movecard.md): Use the Move Card endpoint to move the specified instant-issue card to a different location. - [Get Federal Benefit Enrollments](https://docs.tech.sofi.com/pro/reference/post_getfbenrollments.md): Use the Get Federal Benefit Enrollments endpoint to retrieve information on the federal benefit enrollments of the specified account. - [Create Federal Benefit Enrollment](https://docs.tech.sofi.com/pro/reference/post_createfbenrollment.md): Use the Create Federal Benefit Enrollment endpoint to initiate the process for the specified customer to receive U.S. federal benefit funds via ACH deposit. All enrollments that you initiate with… - [Resubmit Federal Benefit Enrollment](https://docs.tech.sofi.com/pro/reference/post_resubmitfbenrollment.md): Use the Resubmit Federal Benefit Enrollment endpoint to submit an amended federal-benefit enrollment record and send it in for processing. You can modify the name and SSN parameters as part of… - [Update Federal Benefit Enrollment](https://docs.tech.sofi.com/pro/reference/post_updatefbenrollment.md): Use the Update Federal Benefits Enrollment endpoint to modify an existing federal benefits enrollment prior to re-submitting it with the Create Location Fee endpoint. You cannot change `feeType`… - [Create Group](https://docs.tech.sofi.com/pro/reference/post_creategroup.md): Use the Create Group endpoint to create a root group or a non-root group. When creating a root group, populate these parameters to create the business profile: - `businessLegalName` -… - [Update Group](https://docs.tech.sofi.com/pro/reference/post_updategroup.md): Use the Update Group endpoint to update an existing group, either a root group or a non-root group. Pass only the parameter(s) to update. All of the name parameters support the Latin-9 (ISO-8859-15)… - [Delete Groups](https://docs.tech.sofi.com/pro/reference/post_deletegroups.md): Use the Delete Groups endpoint to delete one or more groups. You cannot delete a group that has subgroups or linked accounts. To delete a group that has subgroups or linked accounts, follow the steps… - [Get Groups Info](https://docs.tech.sofi.com/pro/reference/post_getgroupsinfo.md): Use the Get Groups Info endpoint to retrieve information about one or more groups. See Creating a Corporate Hierarchy for instructions… - [Get Root Groups](https://docs.tech.sofi.com/pro/reference/post_getrootgroups.md): Use the Get Root Groups endpoint to retrieve all of the root groups within a core. See Creating a Corporate Hierarchy for instructions… - [Get Group Hierarchy](https://docs.tech.sofi.com/pro/reference/post_getgrouphierarchy.md): Use the Get Group Hierarchy endpoint to retrieve a group's hierarchy, either a root group or a non-root group. This endpoint returns only the groups, not the associated accounts. By default, the… - [Set Account Group Relationships](https://docs.tech.sofi.com/pro/reference/post_setaccountgrouprelationships.md): Use the Set Account Group Relationships endpoint to associate one or more accounts with a group. This endpoint can update up to 100 accounts in one request. You can also use this endpoint to reassign… - [Remove Account Group Relationship](https://docs.tech.sofi.com/pro/reference/post_removeaccountgrouprelationship.md): Use the Remove Account Group Relationships endpoint to remove an account or accounts from a group. See Creating a Corporate Hierarchy… - [Get Account Group Relationships](https://docs.tech.sofi.com/pro/reference/post_getaccountgrouprelationships.md): Use the Get Account Group Relationships endpoint to retrieve all accounts that are in a group, either in a single group or in all associated subgroups. See Events API messages to their interfaces. You can use any of the… - [Get Alerts](https://docs.tech.sofi.com/pro/reference/post_getalerts.md): Use the Get Alerts endpoint to retrieve a list of alerts that a customer can set, according to your program settings and whether the alert is enabled for the delivery channel. - [Set Alerts Blackout](https://docs.tech.sofi.com/pro/reference/post_setalertsblackout.md): Use the Set Alerts Blackout to set customer preferences for when messages should not be sent. - [Get Alerts Blackout](https://docs.tech.sofi.com/pro/reference/post_getalertsblackout.md): Use the Get Alerts Blackout endpoint to retrieve a list of customer-defined preferences for when messages should not be sent. - [Get Carriers List](https://docs.tech.sofi.com/pro/reference/post_getcarrierlist.md): Use the Get Carriers List endpoint to retrieve a set of carrier names and IDs. The `carrier_id` in the response is the value that was passed as `mobileCarrierId` in the> configurations. - [Get Promontory Bank List](https://docs.tech.sofi.com/pro/reference/post_getpromontorybanklist.md): Use the Get Promontory Bank List endpoint to retrieve a list of Promontory Bank (now IntraFi) balances. This endpoint returns a list of the… - [Get Ingo Customer ID](https://docs.tech.sofi.com/pro/reference/post_getingocustomerid.md): Use the Get Ingo Customer ID to retrieve customer identity information from third-party provider Ingo Money. Use the Ingo customer ID as needed. - [Get Call Status](https://docs.tech.sofi.com/pro/reference/post_getcallstatus.md): Use the Get Call Status endpoint to retrieve the response code of a specified API call. This endpoint will only return data for transactions that are less than 2 days old. - [Enumerations](https://docs.tech.sofi.com/pro/reference/api-reference-enums.md) - [Account Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-account-statuses.md) - [ACH Account Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-ach-account-statuses.md) - [ACH Return Codes](https://docs.tech.sofi.com/pro/reference/api-reference-ach-return-codes.md) - [ACH Transaction Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-ach-transaction-statuses.md) - [Activity Type](https://docs.tech.sofi.com/pro/reference/api-reference-activity-type.md) - [Authorization Status Codes](https://docs.tech.sofi.com/pro/reference/api-reference-authorization-status-codes.md) - [Bill Payment Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-bill-payment-statuses.md) - [Card Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-card-statuses.md) - [Customer ID Types](https://docs.tech.sofi.com/pro/reference/api-reference-customer-id-types.md) - [Deposit Category Codes](https://docs.tech.sofi.com/pro/reference/api-reference-deposit-category-codes.md) - [Deposit Status Codes](https://docs.tech.sofi.com/pro/reference/api-reference-deposit-status-codes.md) - [Emboss Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-emboss-statuses.md) - [Enrollment Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-enrollment-statuses.md) - [Federal Benefit Enrollment Agency Types](https://docs.tech.sofi.com/pro/reference/api-reference-federal-benefit-enrollment-agency-types.md) - [Federal Benefit Enrollment Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-federal-benefit-enrollment-statuses.md) - [Global Response Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-global-response-statuses.md) - [Incoming ACH Simulation Payload Values](https://docs.tech.sofi.com/pro/reference/api-reference-incoming-ach-simulation-payload-values.md) - [Instant Issue Card Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-instant-issue-card-statuses.md) - [Limit Response Codes](https://docs.tech.sofi.com/pro/reference/api-reference-limit-response-codes.md) - [Manage Card Token Values](https://docs.tech.sofi.com/pro/reference/api-reference-manage-card-token-values.md) - [Modify Pending Deposit Status Return Codes](https://docs.tech.sofi.com/pro/reference/api-reference-modify-pending-deposit-status-return-codes.md) - [Modify Status Types](https://docs.tech.sofi.com/pro/reference/api-reference-modify-status-types.md) - [Network Codes](https://docs.tech.sofi.com/pro/reference/api-reference-card-authorization-network-codes.md) - [On-Demand Alert Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-on-demand-alert-statuses.md) - [Restricted Company Entry Descriptions Values](https://docs.tech.sofi.com/pro/reference/api-reference-restricted-company-entry-descriptions-values.md) - [SEC Codes Requirements for ACH](https://docs.tech.sofi.com/pro/reference/api-reference-sec-codes-requirements-for-ach.md) - [Set Account Feature Values](https://docs.tech.sofi.com/pro/reference/api-reference-set-account-feature-values.md) - [Simulated Transaction Types](https://docs.tech.sofi.com/pro/reference/api-reference-simulated-transaction-types.md) - [Special Functions](https://docs.tech.sofi.com/pro/reference/api-reference-special-functions.md) - [Transaction Types](https://docs.tech.sofi.com/pro/reference/api-reference-transaction-types.md) - [Validations](https://docs.tech.sofi.com/pro/reference/api-reference-validations.md) - [address1](https://docs.tech.sofi.com/pro/reference/api-reference-address1-validation.md) - [Phone Validation](https://docs.tech.sofi.com/pro/reference/api-reference-phone-validation.md) - [Special Characters](https://docs.tech.sofi.com/pro/reference/api-reference-special-characters.md) - [About Dispute API 3.0](https://docs.tech.sofi.com/pro/reference/api-reference-about-dispute-api-30.md) - [Intake Sequence](https://docs.tech.sofi.com/pro/reference/api-reference-subcat-intake-sequence.md) - [/claim/intake/create](https://docs.tech.sofi.com/pro/reference/claim-intake-create.md): Use this endpoint to create a new claim in the dispute system. A claim is a unit of work that will contain one or more specific transaction disputes. The API is called by passing in key information… - [/claim/intake/retrieveReasons](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievereasons.md): Use this endpoint to retrieve the reason questionnaire for a given claim ID. These are questions to display so the user can classify the type and reason for the claim. Because the dispute system now… - [/claim/intake/addClaimReasons](https://docs.tech.sofi.com/pro/reference/claim-intake-addclaimreasons.md): Use this endpoint to submit answers to the claim type and reason questionnaire received from the `/claim/intake/retrieveReasons` endpoint. Prerequisite API call: - `/claim/intake/create` - [/claim/intake/retrieveTransactions](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievetransactions.md): Use this endpoint to retrieve transactions that can be selected to add to the claim. Using the customer ID, account number, and submitted claim reasons to retrieve valid transactions. A default date… - [/claim/intake/addTransactions](https://docs.tech.sofi.com/pro/reference/claim-intake-addtransactions.md): Use this endpoint to add transactions to a new claim. Multiple transactions can be added. Prerequisite API call: - `/claim/intake/addClaimReasons` - `/claim/intake/retrieveTransactions` - [/claim/intake/retrieveQuestionnaire](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievequestionnaire.md): This API retrieves the questionnaire for a given claim so it can be displayed and acted upon by the intended user interface. Prerequisite API call: - `/claim/intake/addTransactions` > 📘 Note > >… - [/claim/intake/retrieveOtherAccounts](https://docs.tech.sofi.com/pro/reference/claim-intake-retrieveotheraccounts.md): Use this endpoint to get a list of other accounts for this customer. Must call `/claim/intake/retrieveQuestionnaire` with a question response indicating in `APIDocumentationList` that this method is… - [/claim/intake/retrieveCreditTransactions](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievecredittransactions.md): Use this endpoint to retrieve credit transactions that can be selected to add to the claim. Gets list of credits within date range for claim. Optional search params can also be provided for… - [/claim/intake/retrieveSimilarTransactions](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievesimilartransactions.md): Use this endpoint to get a list of similar transactions within search criteria that can be selected to add to the claim. `SearchAccountNumber` is **required** if the customer identified that the… - [/claim/intake/addSimilarTransactions](https://docs.tech.sofi.com/pro/reference/claim-intake-addsimilartransactions.md): Use this endpoint to add selected duplicate transaction to claim. Requires a question response indicating in `APIDocumentationList` that this method is required Prerequisite API call: -… - [/claim/intake/addQuestionnaire](https://docs.tech.sofi.com/pro/reference/claim-intake-addquestionnaire.md): Use this endpoint to submit user answers to the detailed questionnaire. Prerequisite API call: - `/claim/intake/retrieveQuestionnaire` - [/claim/intake/retrieveDocRequirements](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievedocrequirements.md): Use this endpoint to retrieve the document requirements for a given claim so it can be displayed and acted upon by the intended user interface. Prerequisite API call: -… - [/claim/intake/addDocuments](https://docs.tech.sofi.com/pro/reference/claim-intake-adddocuments.md): Use this endpoint to upload the documents to the claim. Prerequisite API call: - `/claim/intake/addQuestionnaire` - `/claim/intake/retrieveDocRequirements` - [/claim/intake/retrieveSummary](https://docs.tech.sofi.com/pro/reference/claim-intake-retrievesummary.md): Use this endpoint to retrieve the claim summary before submitting. A `SummaryQuestionnaire` is also returned and should be submitted when calling /claim/intake/submit Prerequisite API call: -… - [/claim/intake/submit](https://docs.tech.sofi.com/pro/reference/claim-intake-submit.md): Use this endpoint to submit the claim to be finalized and documentation passed back to the requester. > 📘 Note > > When intaking a case, the final step of the process is the `/claim/intake/submit`… - [Other Intake](https://docs.tech.sofi.com/pro/reference/api-reference-subcat-other-intake.md) - [/claim/intake/retrieveConfirmation](https://docs.tech.sofi.com/pro/reference/claim-intake-retrieveconfirmation.md): Use this endpoint to retrieve the confirmation document for a claim. Prerequisite API call: - `/claim/intake/submit` - [/claim/intake/bulkCreate](https://docs.tech.sofi.com/pro/reference/claim-intake-bulkcreate.md): Use this endpoint to bulk create one or more claims, completing the entire intake flow. This API request is a combination of all the requests for existing intake services all in one call. > 📘 Note… - [/claim/attachments/add](https://docs.tech.sofi.com/pro/reference/claim-attachments-add.md): Use this endpoint to add attachments to an existing claim - [/claim/list](https://docs.tech.sofi.com/pro/reference/claim-list.md): Use this endpoint to get a list of claims for the provided search parameters You must pass only one of these fields: `customerId`, `accountNumber`, `claimId`. - [/claim/details/retrieve](https://docs.tech.sofi.com/pro/reference/claim-details-retrieve.md): Use this endpoint to get claim details > 📘 Note > > This endpoint may return different data depending on the value of `profile-type`. See 👍 Availability > >Some of the field descriptions for this endpoint reference FedNow or Fedwire, which are future capabilities not yet available for clients. Right now, this endpoint supports only… - [Get External Account Link](https://docs.tech.sofi.com/pro/reference/paymenthub_post_getexternalaccountlink.md): > 👍 Availability > >Some of the field descriptions for this endpoint reference FedNow or Fedwire, which are future capabilities not yet available for clients. Right now, this endpoint supports only… - [Get External Account Link Access](https://docs.tech.sofi.com/pro/reference/paymenthub_post_getexternalaccountlinkaccess.md): Use the Get External Account Link Access endpoint to initiate a secure, user-facing session for linking an external account. This endpoint generates a temporary link for the user to securely provide… - [List External Account Links](https://docs.tech.sofi.com/pro/reference/paymenthub_post_listexternalaccountlinks.md): Use the List External Account Links endpoint to retrieve a list of remote accounts that were created by Create External Account… - [Load External Account Links](https://docs.tech.sofi.com/pro/reference/paymenthub_post_loadexternalaccountlinks.md): Use the Load External Account Links endpoint to initiate a link between external account(s) and the caller account when a user inputs their external account credentials during a secure session in… - [Modify External Account Link](https://docs.tech.sofi.com/pro/reference/paymenthub_post_modifyexternalaccountlink.md): Use the Modify External Account Link endpoint to update an existing external bank account that sends and receives transactions. Specify only the parameter(s) you wish to modify. Do not pass… - [Remove External Account Links](https://docs.tech.sofi.com/pro/reference/paymenthub_post_removeexternalaccountlink.md): Use the Remove External Account Link endpoint to remove a link to an account created by Create External Account Link. - [Create Transfer](https://docs.tech.sofi.com/pro/reference/paymenthub_post_createtransfer.md): > 👍 Availability > >Some of the field descriptions for this endpoint reference FedNow or Fedwire, which are future capabilities not yet available for clients. Use the Create Transfer endpoint to… - [Get Transfer](https://docs.tech.sofi.com/pro/reference/paymenthub_post_gettransfer.md): > 👍 Availability > >Some of the field descriptions for this endpoint reference FedNow or Fedwire, which are future capabilities not yet available for clients. Use the Get Transfer endpoint to… - [Cancel Transfer](https://docs.tech.sofi.com/pro/reference/paymenthub_post_canceltransfer.md): Use the Cancel Transfer endpoint to cancel an outgoing transfer that was initiated by Create Transfer. Transfers must be in a `POSTED`… - [List Transfers](https://docs.tech.sofi.com/pro/reference/paymenthub_post_listtransfers.md): Use the List Transfer endpoint to get incoming and outgoing transfers attached to the provided account_no.All transfers created by Create… - [About the Loan API](https://docs.tech.sofi.com/pro/reference/api-reference-about-the-loan-api.md) - [Simulate Loan](https://docs.tech.sofi.com/pro/reference/lending_post_simulateloan.md): Use the Simulate Loan endpoint to present loan terms to individual and business customers. Simulate Loan allows customers to run multiple loan simulations, to compare the different APRs and loan… - [Create Loan](https://docs.tech.sofi.com/pro/reference/lending_post_createloan.md): Use the Create Loan endpoint to create a loan offering for a customer. Loan subproducts are configured for your installment loans product and are assigned a subproduct ID. Ensure you have the… - [Create SMB Loan](https://docs.tech.sofi.com/pro/reference/lending_post_createsmbloan.md): Use the Create SMB Loan endpoint to create a small and midsize business (SMB) installment loan for a customer. Loan subproducts are configured for your installment loans product and are assigned a… - [Create Loan From Transactions](https://docs.tech.sofi.com/pro/reference/lending_post_createloanfromtransactions.md): Use the Create Loan From Transactions endpoint to create a loan from multiple transactions. Buy Now, Pay Later: Post-purchase enables cardholders with the ability to turn eligible, settled… - [Get Loan Status](https://docs.tech.sofi.com/pro/reference/lending_post_getloanstatus.md): Use the Get Loan Status endpoint to get the most recent information on a loan. For optional parameters, do not pass an empty string or null value. - [Create Loan Payment](https://docs.tech.sofi.com/pro/reference/lending_post_createloanpayment.md): Use the Create Loan Payment endpoint when a customer requests to make a payment on a loan. The endpoint supports two types of payments today - payments from a primary account where Galileo… - [Get Loan Payment Schedule](https://docs.tech.sofi.com/pro/reference/lending_post_getloanpaymentschedule.md): Use the Get Loan Payment Schedule endpoint to get a history of payments made on the loan along with a real-time view of future payments owed. This endpoint reflects changes to the installment amount… - [Get Loan Installment Statuses](https://docs.tech.sofi.com/pro/reference/lending_post_getloaninstallmentstatuses.md): Use the Get Loan Installment Statuses endpoint to view individual installment status across all installments. This returns the details for each installment, including the status, payment due date,… - [Update Loan Status](https://docs.tech.sofi.com/pro/reference/lending_post_updateloanstatus.md): Use the Update Loan Status to set a loan to charge-off status. In the future, this supports scenarios like bankruptcy. For optional parameters, do not pass an empty string or null value. - [Get Loan Transaction History](https://docs.tech.sofi.com/pro/reference/lending_post_getloantransactionhistory.md): Use Get Loan Transaction History endpoint to provide a complete history of the transaction data associated with a particular business or consumer loan. Transaction data includes but is not limited to… - [About the Public Config API](https://docs.tech.sofi.com/pro/reference/api-reference-about-the-public-config-api.md) - [Get Product Config](https://docs.tech.sofi.com/pro/reference/pubconfig_post_getproductconfig.md): Use the Get Product Config endpoint to retrieve the product configuration according to the specified `section`. - [Limit Types](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-limit-types.md) - [Load Types](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-load-types.md) - [Load-Limit Types](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-load-limit-types.md) - [Product Categories](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-product-categories.md) - [Product Types](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-product-types.md) - [Transfer Types](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-transfer-types.md) - [Transfer-Limit Types](https://docs.tech.sofi.com/pro/reference/api-reference-pubconfig-transfer-limit-types.md) - [About Events API](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-about-events-api.md) - [Paths and Content Types](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-about-events-api-paths-and-content-types.md) - [Security](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-about-events-api-security.md) - [Events API Signature Example](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-signature-example.md) - [Retry](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-about-events-api-retry.md) - [Account Events Webhook](https://docs.tech.sofi.com/pro/reference/webhook_account_event_post.md): SoFi Tech Solutions `POST`s to `/AccountEvent` to send Account Events to the client. An Account Event is triggered when an event occurs on an account (card activated, updated profile, card shipped,… - [Account Events Index](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-account-events-index.md) - [account_closed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-account-closed.md) - [account_feature_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-account-feature-change.md) - [account_status_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-account-status-change.md) - [addr_chg](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-addr-chg.md) - [agserv_PIN_change_fail](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-agserv-pin-change-fail.md) - [agserv_PIN_change_success](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-agserv-pin-change-success.md) - [app_completed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-app-completed.md) - [bal](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-bal.md) - [billpay_switch_event](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-switch-event.md) - [bulk_frozen](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-bulk-frozen.md) - [card_activated](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-card-activated.md) - [card_expiring](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-card-expiring.md) - [card_returned](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-card-returned.md) - [card_shipped](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-card-shipped.md) - [card_status_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-card-status-change.md) - [cardholder_info_changed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-cardholder-info-changed.md) - [case_created](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-case-created.md) - [case_updated](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-case-updated.md) - [credit_limit_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-credit-limit-change.md) - [direct_deposit_switch_event](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-direct-deposit-switch-event.md) - [dispute_created](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-dispute-created.md) - [dispute_final_no_pc](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-dispute-final-no-pc.md) - [dispute_final_pc](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-dispute-final-pc.md) - [dispute_investigation_completed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-dispute-investigation-completed.md) - [dispute_pc](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-dispute-pc.md) - [email_addr_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-email-addr-change.md) - [ext_trans_debit_fail](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ext-trans-debit-fail.md) - [ext_trans_debit_retry](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ext-trans-debit-retry.md) - [external_account_status_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-external-account-status-change.md) - [fail_id](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fail-id.md) - [failed_id](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-failed-id.md) - [fed_benefits_status_confirmed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fed-benefits-status-confirmed.md) - [fed_benefits_status_deposit](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fed-benefits-status-deposit.md) - [fed_benefits_status_resubmit](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fed-benefits-status-resubmit.md) - [fed_benefits_status_returned](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fed-benefits-status-returned.md) - [fed_benefits_status_submitted](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fed-benefits-status-submitted.md) - [fed_benefits_status_updated](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fed-benefits-status-updated.md) - [frozen](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-frozen.md) - [insufficient_funds_to_emboss](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-insufficient-funds-to-emboss.md) - [lost/stolen card no replacement](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-lost-stolen-card-no-replacement.md) - [lost/stolen card with replacement](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-lost-stolen-card-with-replacement.md) - [low_balance_notify](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-low-balance-notify.md) - [mobile_activation ACN](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-acn.md) - [mobile_activation API](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-api.md) - [mobile_activation RDP](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-rdp.md) - [mobile_activation TCN](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-tcn.md) - [mobile_activation TKC](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-tkc.md) - [mobile_activation TVD](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-tvd.md) - [mobile_activation TVN](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-tvn.md) - [mobile_activation TVR](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-tvr.md) - [mobile_activation YLP](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-mobile-activation-ylp.md) - [neg_bal](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-neg-bal.md) - [note](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-note.md) - [overdraft_authorization](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-authorization.md) - [overdraft_credit_limit_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-credit-limit-change.md) - [overdraft_limit_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-limit-change.md) - [overdraft_negative_balance](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-negative-balance.md) - [overdraft_opt_in](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-opt-in.md) - [overdraft_opt_out](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-opt-out.md) - [overdraft_start_grace_period](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-start-grace-period.md) - [overdraft_status_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-status-change.md) - [overdraft_suspended](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-overdraft-suspended.md) - [pass_id](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pass-id.md) - [phone_changed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-phone-changed.md) - [PIN_changed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pin-changed.md) - [pin_changed_by_issuer_script](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pin-changed-by-issuer-script.md) - [pmt_hub_return](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pmt-hub-return.md) - [product_switched](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-product-switched.md) - [profile_changed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-profile-changed.md) - [ready_to_activate](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ready-to-activate.md) - [system_pin_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-system-pin-change.md) - [token_update](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-token-update.md) - [unfrozen](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-unfrozen.md) - [Authorization Events Webhook](https://docs.tech.sofi.com/pro/reference/webhook_authorization_event_post.md): SoFi Tech Solutions `POST`s to `/Authorization` to send Authorization Events to the client. An Authorization Event is triggered when a card financial transaction with an association occurs. This… - [Authorization Events Index](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-authorization-events-index.md) - [atm_issuer_fee_inquiry](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-atm-issuer-fee-inquiry.md) - [auth](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth.md) - [Auth_API_timeout](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-api-timeout.md) - [auth_exp](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-exp.md) - [auth_exp_reversal](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-exp-reversal.md) - [auth_fallback](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-fallback.md) - [auth_metadata](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-metadata.md) - [auth_payment](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-payment.md) - [auth_stip_notification](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-auth-stip-notification.md) - [denied_auth](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth.md) - [denied_auth_bad_pan](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth-bad-pan.md) - [denied_auth_buy_now_pay_later](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth-buy-now-pay-later.md) - [denied_auth_gas](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth-gas.md) - [denied_auth_inactive_card](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth-inactive-card.md) - [denied_auth_invalid_pin](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth-invalid-pin.md) - [denied_auth_nsf](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-denied-auth-nsf.md) - [single_use_invalid_amount](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-single-use-invalid-amount.md) - [single_use_secondary_transaction](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-single-use-secondary-transaction.md) - [three_ds_status](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-three-ds-status.md) - [Settlement Events Webhook](https://docs.tech.sofi.com/pro/reference/webhook_settlement_event_post.md): SoFi Tech Solutions `POST`s to `/Settlement` to send Settlement Events to the client. A Settlement Event is triggered when a card financial transaction is settled or force posted. ### Requests The… - [Settlement Events Index](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-settlement-events-index.md) - [setl](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-setl.md) - [Transaction Events Webhook](https://docs.tech.sofi.com/pro/reference/webhook_transaction_event_post.md): SoFi Tech Solutions `POST`s to `/Transaction` to send Transaction Events to the client. A Transaction Event is triggered for all other financial transactions that occur against an account, but don't… - [Transaction Events Index](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-transaction-events-index.md) - [ach_credit_fail](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ach-credit-fail.md) - [ach_credit_return](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ach-credit-return.md) - [ach_debit_fail](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ach-debit-fail.md) - [ach_return](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-ach-return.md) - [adj](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-adj.md) - [billpay](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay.md) - [billpay_cancelled](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-cancelled.md) - [billpay_check_cleared](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-check-cleared.md) - [billpay_check_mailed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-check-mailed.md) - [billpay_expired](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-expired.md) - [billpay_limit_violation](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-limit-violation.md) - [billpay_rejected](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-rejected.md) - [billpay_request_made](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-request-made.md) - [billpay_request_returned](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-request-returned.md) - [billpay_retry](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-billpay-retry.md) - [create_hold](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-create-hold.md) - [expire_hold](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-expire-hold.md) - [fee](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fee.md) - [fee_reversal](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-fee-reversal.md) - [greendot_auth](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-greendot-auth.md) - [greendot_auth_commit](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-greendot-auth-commit.md) - [greendot_auth_commit_fail](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-greendot-auth-commit-fail.md) - [greendot_auth_failure](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-greendot-auth-failure.md) - [pmt](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pmt.md) - [pmt_delayed](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pmt-delayed.md) - [pmt_split](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-pmt-split.md) - [sched_billpay_fail](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-sched-billpay-fail.md) - [transfer_status_change](https://docs.tech.sofi.com/pro/reference/api-reference-events-api-transfer-status-change.md) - [Enumerations](https://docs.tech.sofi.com/pro/reference/api-reference-events-enumerations.md) - [DE003 Codes](https://docs.tech.sofi.com/pro/reference/api-reference-de003-codes.md) - [DE022 Codes](https://docs.tech.sofi.com/pro/reference/api-reference-de022-codes.md) - [DE025 Codes](https://docs.tech.sofi.com/pro/reference/api-reference-de025-codes.md) - [Direct Deposit Switch Failure Status Reasons](https://docs.tech.sofi.com/pro/reference/api-reference-direct-deposit-switch-failure-status-reasons.md) - [Dispute Claim Reasons](https://docs.tech.sofi.com/pro/reference/api-reference-dispute-claim-reasons.md) - [Dispute Deny Reasons](https://docs.tech.sofi.com/pro/reference/api-reference-dispute-deny-reasons.md) - [Dispute Final Statuses](https://docs.tech.sofi.com/pro/reference/api-reference-dispute-final-statuses.md) - [Dispute Resolution](https://docs.tech.sofi.com/pro/reference/api-reference-dispute-resolution.md) - [Event Codes](https://docs.tech.sofi.com/pro/reference/api-reference-event-codes.md) - [Events Network Codes](https://docs.tech.sofi.com/pro/reference/api-reference-events-events-network-codes.md) - [Payment Method Switch Failure Reasons](https://docs.tech.sofi.com/pro/reference/api-reference-billpay-switch-failure-status-reasons.md) - [TDSS Values](https://docs.tech.sofi.com/pro/reference/api-reference-tdss-values.md) - [About Auth API](https://docs.tech.sofi.com/pro/reference/api-reference-auth-api-about-auth-api.md) - [Auth API Webhook](https://docs.tech.sofi.com/pro/reference/auth-api-webhook.md) - [Auth API Webhook 2.0](https://docs.tech.sofi.com/pro/reference/webhook_authorization_post_2.md): With the Auth API 2.0 webhook, you can participate in authorization decisions. For this webhook there is only one verb: `POST`. SoFi Tech Solutions sends information about the authorization request… - [Auth API Webhook 3.0](https://docs.tech.sofi.com/pro/reference/webhook_authorization_post_3.md): With the Auth API 3.0 webhook, you can participate in authorization decisions. For this webhook there is only one verb: `POST`. SoFi Tech Solutions sends information about the authorization request… - [Advice Reason Codes](https://docs.tech.sofi.com/pro/reference/api-reference-advice-reason-codes.md) - [AVS Codes](https://docs.tech.sofi.com/pro/reference/api-reference-avs-codes.md) - [Business Application Identifier](https://docs.tech.sofi.com/pro/reference/api-reference-business-application-identifier.md) - [CAVV Result Code](https://docs.tech.sofi.com/pro/reference/api-reference-cavv-result-code.md) - [CIT and MIT Indicators](https://docs.tech.sofi.com/pro/reference/api-reference-cit-and-mit-indicators.md) - [DE061 Subfields](https://docs.tech.sofi.com/pro/reference/api-reference-de061-subfields.md) - [Merchant Advice Codes](https://docs.tech.sofi.com/pro/reference/api-reference-merchant-advice-codes.md) - [Relay Resistance Protocol Data](https://docs.tech.sofi.com/pro/reference/api-reference-relay-resistance-protocol-data.md) - [Service Processing Types](https://docs.tech.sofi.com/pro/reference/api-reference-service-processing-types.md) - [STIP Additional Detail](https://docs.tech.sofi.com/pro/reference/api-reference-stip-additional-detail.md) - [Tokenization Recommendation Reason Codes](https://docs.tech.sofi.com/pro/reference/api-reference-tokenization-recommendation-reason-codes.md) - [VDCAP Info](https://docs.tech.sofi.com/pro/reference/api-reference-vdcap-info.md) - [About External Transactions API](https://docs.tech.sofi.com/pro/reference/api-reference-external-trans-api-about-external-trans-api.md) - [Security](https://docs.tech.sofi.com/pro/reference/api-reference-external-trans-api-about-external-trans-api-security.md) - [Retries](https://docs.tech.sofi.com/pro/reference/api-reference-external-trans-api-about-external-trans-api-retries.md) - [API Versioning](https://docs.tech.sofi.com/pro/reference/api-reference-external-trans-api-about-external-trans-api-api-versioning.md) - [ACH Debit Webhook](https://docs.tech.sofi.com/pro/reference/ach-debit-webhook.md) - [ACH Debit Webhook](https://docs.tech.sofi.com/pro/reference/webhook_ach_debit_post.md): Use the ACH Debit webhook to approve or deny incoming ACH debits. Use the `response_code` field in the response to communicate your decision to SoFi Tech Solutions. - [Billpay Webhook](https://docs.tech.sofi.com/pro/reference/billpay-webhook.md) - [Billpay Webhook](https://docs.tech.sofi.com/pro/reference/webhook_billpay_post.md): Use the Billpay webhook to approve or deny billpay transactions. Use the `response_code` field in the response to communicate your decision to SoFi Tech Solutions. ## Changelog - [September 2026](https://docs.tech.sofi.com/pro/changelog/september-2026.md) - [August 2026](https://docs.tech.sofi.com/pro/changelog/august-2026.md) - [July 2026](https://docs.tech.sofi.com/pro/changelog/july-2026.md) - [June 2026](https://docs.tech.sofi.com/pro/changelog/june-2026.md) - [May 2026](https://docs.tech.sofi.com/pro/changelog/may-2026.md) - [April 2026](https://docs.tech.sofi.com/pro/changelog/april-2026.md) - [March 2026](https://docs.tech.sofi.com/pro/changelog/march-2026.md) - [February 2026](https://docs.tech.sofi.com/pro/changelog/february-2026.md) - [January 2026](https://docs.tech.sofi.com/pro/changelog/january-2026.md) - [2025 Year in Review](https://docs.tech.sofi.com/pro/changelog/2025-year-in-review.md) Append .md to any documentation page URL to get its markdown version.