August 2026 Updates | Quiltt Docs

All Updates

August 2026

August 2026 Product Updates

Features

Dashboard
- Add Compliance section to the Organization Settings page letting you complete and view your KYB verification status

Improvements

Connector
- Enable INVESTMENTS and LIABILITIES products for the Builder plan, expanding data access capabilities for Builder tier customers
- Allow Connector and GraphQL access while integrations are being enabled
- Handle MX Forbidden errors more gracefully when Account Owners is requested as an optional product but is not provisioned by MX
GraphQL
- Add CRYPTO to the Account taxonomy for better identification of INVESTMENT accounts.
- Update MX Remote data to use the latest version of MX's OpenAPI spec, deprecating MX-removed fields that were previously exposed in GraphQL
REST API
- Expose Account kind on AccountEvent Webhooks and Processor Token payloads.
- Improve wording of unsupported attribute error messages
Platform
- Add investment holdings and transactions sync support for Depository > Spending > Cash Management accounts
- Add support for region and regionCode attributes to the Profile address field to enhance address validation and representation.
- Deprecate the use of state attribute in favor of region and regionCode for better international address support.
- Improve account mask accuracy and return fuller account identifiers
- Fire connection.synced.errored.repairable and connection.synced.errored.institution webhooks and disconnect connections with no active accounts when a Finicity refresh fails
Dashboard
- Redesign organization settings with section-based layout and status card
- Increase Alert spacing and icon size for legibility, bold the title, and align the action button inline
- Add organization contact management to settings for billing and support contacts
- Add product badges showing which products are enabled to connector cards
- Add sorting and pagination to the connectors list
Hub
- Return users to the page they requested after logging in, instead of the home page
Documentation
- Correct the Builder plan Connect limits to include the Investments and Liabilities products
- Document the Account Transactions Refreshes Connect product
- Fix missing and generic image alt text in the GraphQL subscriptions and MX integration guides
- Remove the unavailable YouTube videos from the Remote Data and Account Statements pages
- Update the Account Balances real-time balance video to a working URL
- Add an Account Balances tutorial covering how to fetch and display a Profile's connected accounts and balances
- Document provider rate limits for Balance Refresh and Transactions Refresh endpoints
- Add Markdown endpoints for AI documentation consumers
- Explain why Connections break and how often to expect re-authentication, and how to design for reconnection as a steady-state part of the integration
- Warn that a single webhook POST can batch multiple events and that handlers must iterate the events array rather than reading only the first event
- Document expected initial and historical sync-timing windows, that balances and transactions sync in parallel, and that error webhooks can arrive after a delay
- Improve documentation around the Account taxonomy, explaining kind versus the full taxonomy hierarchy and how to identify sub-types such as crypto accounts
- Add troubleshooting guidance for ERROR_INSTITUTION Connections where the institution has blocked the data provider access for security reasons
- Point Connectivity provider links at their canonical paths instead of the renamed Account Aggregation redirects
- Use descriptive link text for the Finicity, MX, Plaid, and Akoya integration guides on the Connector page

Bug Fixes

Connector
- Fix Plaid connections failing when required and optional Quiltt products map to the same Plaid product
- Fix issue with Enroll module sending invalid state inputs, preventing successful address validation.
- Fix the MX Connect widget staying stuck on the success screen after aggregation completes
- Fix mobile SDK exit callbacks not including profileId
- Fix Enter key not submitting Enroll and Authenticate forms that have more than one field
GraphQL
- Fix issue with Transaction.logo for Finicity and MX providers returning GraphQL errors
Platform
- Fix Finicity error 975 (bank security block) incorrectly classified as repairable instead of error_institution
- Fix Finicity connections not syncing after Connect when a stale aggregation attempt was treated as current
- Return a clear 422 when a Plaid processor-token import resolves to no accounts instead of an opaque 500 "Account can't be blank" error
- Fix manual Finicity transaction refresh returning stale data by forcing a provider refresh
- Fix Plaid connections stuck initializing when their initial sync webhook never arrives, surfacing them as error_provider after five minutes
- Fix profile-level rollup holdings reporting a stale cost basis after the underlying account-level holdings no longer have one
- Fix Finicity transactions to resolve their date from the posted date instead of the transaction date, so POSTED transactions match the settlement date shown by the bank
- Fix MX connection failures when MX's status endpoint transiently returns 5xx errors during aggregation
Dashboard
- Fix Credentials validation customer-provided FinGoal credentials
Documentation
- Fix React SDK quickstart samples that declared a MyComponent component but exported an undefined App
- Import QuilttProvider from @quiltt/react-native in the React Native quickstart so React Native SDK agent wiring is preserved
- Correct the Webhooks Dashboard button label to "Create Webhook Subscription" in the webhooks setup guide and the transaction sync tutorial
- Rename the Connector Redirect step to Exit Redirect and correct its option labels to match the Dashboard
- Clarify how to reach the GraphQL Explorer from a Profile in the account statements tutorial
- Name the "Extended Transactions History" toggle in the Finicity integration guide so it matches the Dashboard
- Fix GraphQL mutation response examples to nest fields under the mutation payload and use record instead of the nonexistent profile field
- Fix invalid JSON in the GraphQL error examples on the API overview page
- Fix the GraphQL query and mutation cURL examples that embedded unescaped newlines in the JSON request body
- Fix the Webhook guide's sample Sinatra webhook handler to read signature headers from the request environment and require net/http and openssl
- Fix the transaction-sync tutorial to verify webhook signatures against the raw request body and export the DateRange type used by the sync helper
- Point the Connection error troubleshooting steps at the GraphQL Explorer instead of a Dashboard Remote Data view that does not exist
- Fix Swift Connector configuration example so the iOS SDK sample compiles
- Remove non-existent nonce prop from the Vue Connector props table
- Correct GraphQLError import in the GraphQL tooling tutorial so error handling runs
- Use the correct appLauncherUrl prop name in the React Native OAuth guide
- Fix warning callout syntax in the API version migration guide
- Fix ExplainerText component crashing on render

Connector
- Enable INVESTMENTS and LIABILITIES products for the Builder plan, expanding data access capabilities for Builder tier customers
- Allow Connector and GraphQL access while integrations are being enabled
- Handle MX Forbidden errors more gracefully when Account Owners is requested as an optional product but is not provisioned by MX
GraphQL
- Add CRYPTO to the Account taxonomy for better identification of INVESTMENT accounts.
- Update MX Remote data to use the latest version of MX's OpenAPI spec, deprecating MX-removed fields that were previously exposed in GraphQL
REST API
- Expose Account kind on AccountEvent Webhooks and Processor Token payloads.
- Improve wording of unsupported attribute error messages
Platform
- Add investment holdings and transactions sync support for Depository > Spending > Cash Management accounts
- Add support for region and regionCode attributes to the Profile address field to enhance address validation and representation.
- Deprecate the use of state attribute in favor of region and regionCode for better international address support.
- Improve account mask accuracy and return fuller account identifiers
- Fire connection.synced.errored.repairable and connection.synced.errored.institution webhooks and disconnect connections with no active accounts when a Finicity refresh fails
Dashboard
- Redesign organization settings with section-based layout and status card
- Increase Alert spacing and icon size for legibility, bold the title, and align the action button inline
- Add organization contact management to settings for billing and support contacts
- Add product badges showing which products are enabled to connector cards
- Add sorting and pagination to the connectors list
Hub
- Return users to the page they requested after logging in, instead of the home page
Documentation
- Correct the Builder plan Connect limits to include the Investments and Liabilities products
- Document the Account Transactions Refreshes Connect product
- Fix missing and generic image alt text in the GraphQL subscriptions and MX integration guides
- Remove the unavailable YouTube videos from the Remote Data and Account Statements pages
- Update the Account Balances real-time balance video to a working URL
- Add an Account Balances tutorial covering how to fetch and display a Profile's connected accounts and balances
- Document provider rate limits for Balance Refresh and Transactions Refresh endpoints
- Add Markdown endpoints for AI documentation consumers
- Explain why Connections break and how often to expect re-authentication, and how to design for reconnection as a steady-state part of the integration
- Warn that a single webhook POST can batch multiple events and that handlers must iterate the events array rather than reading only the first event
- Document expected initial and historical sync-timing windows, that balances and transactions sync in parallel, and that error webhooks can arrive after a delay
- Improve documentation around the Account taxonomy, explaining kind versus the full taxonomy hierarchy and how to identify sub-types such as crypto accounts
- Add troubleshooting guidance for ERROR_INSTITUTION Connections where the institution has blocked the data provider access for security reasons
- Point Connectivity provider links at their canonical paths instead of the renamed Account Aggregation redirects
- Use descriptive link text for the Finicity, MX, Plaid, and Akoya integration guides on the Connector page