Accounts and Cards

Use these endpoints to create accounts (with or without cards), add accounts to existing customers, manage accounts, and manage cards.

General information on accounts:

• About Accounts
• About Overdraft Accounts

Enrollment

General information on enrollment:

• Customer ID Verification (KYC/CIP)
• Creating an Account
• Adding an Account

Endpoints

• Create Account — Use this endpoint for almost all use cases. See New account creation for more information.
  • Create Virtual Card Account — Use only for virtual card products and only if you are PCI compliant.
• Start Enrollment — See Endpoints for performing ID verification for more information.
• Add Account — See Adding an Account for instructions

Account management

• Search Accounts — Find customer accounts in your program
• Get Balance — Returns only the current account balance
• Get Interest — Returns interest information on interest-bearing accounts
• Update Account — Update customer information
• Switch Product — For instructions see Switching Products
• Set Account Feature — Enable or disable features
• Modify Status — Change the account status
• Replace Lost/Stolen Card — For instructions see Lost, Stolen or Damaged Cards

Account searching

• Get Account by ID — Search using a customer-specific identifier.
• Search Accounts — Search using more general information
• Get Related Accounts — Find child, parent, self, and sibling accounts.

PIN setting

See PIN-Set Procedures for instructions.

• Get Card PIN-Change Key
• Commit Card PIN Change
• Reset Card PIN-Fail Count

Mobile wallets

See Setup for Mobile Wallets for more information.

• Create Provisioning Request — See Creating a Provisioning Request for more information