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For Sandbox access, you can enable the integration from the Integrations page in the Quiltt Dashboard.
For Production access, Quiltt can license and provision you with API Keys, though you are always free to use your own.
Your Connector's products determine which Finicity products and institutions are available to your end-users. To enable or disable a particular product, use the corresponding Quiltt products on the Connector page in Dashboard.
Below is a mapping of Quiltt Products to Finicity products. Configuring a product on a Connector will provision the corresponding Finicity product on any Connection that successfully exits that Connector.
| Quiltt Product | Finicity Product | Notes |
|---|---|---|
ACCOUNT_BALANCES_AND_TRANSACTIONS | Transaction Aggregation. | |
ACCOUNT_NUMBERS | Account ACH Details | |
ACCOUNT_OWNERS | Account Owner | |
ACCOUNT_STATEMENTS | Statements | |
INVESTMENTS | Transaction Aggregation. | |
LIABILITIES | Transaction Aggregation. | |
ACCOUNT_BALANCE_REFRESHES | Account Balance. |
By default Finicity provides around 180 days of transaction history. To obtain up to 24 months of history, enable the Extended Transactions History setting (Finicity's premium Account History Aggregation product) on the Environment's Finicity Integration page in the Dashboard. Note that this product may incur a one-time per-connection fee.
In non-production Finicity-enabled Connectors, you can access Finicity data by connecting to the Finicity institution, and using test logins below to authenticate into the FinBank OAuth or FinBank Profiles - A portals.
Use the following credentials to test different product and account configurations:
profile_02 or profile_03profile_02 or profile_03For more test logins and scenarios, see the Finicity Bank Account Profiles table.