Operations 10
Documentation
Documentation
https://developer.yodlee.com/resources/yodlee/yodlee-api-overview/docs/overview
GettingStarted
https://developer.yodlee.com/docs/getting-started
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openapi: 3.2.0
info:
license:
name: Yodlee Developer License
url: https://developer.yodlee.com/terms/condition#_Services_1
contact:
email: developer@yodlee.com
description: 'This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. Yodlee API v1.1 - Overview</a>.<br><br>You will have to set the header before making the API call. The following headers apply to all the APIs:<ul><li>Authorization: This header holds the access token</li> <li> Api-Version: 1.1</li></ul><b>Note</b>: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.'
termsOfService: https://developer.yodlee.com/terms/condition
title: Yodlee Core APIs Account Token Accounts API
version: 1.1.0
servers:
- url: /
tags:
- name: Accounts
description: Accounts API
paths:
/accounts/associatedAccounts/{providerAccountId}:
get:
summary: Associated Accounts
deprecated: false
description: Yodlee classifies providers into credential-based aggregation and Open Banking (OB) providers.<br>This service is associated with the OB aggregation flow. As part of the OB solution, financial institutions may merge their subsidiaries and provide data as a single OB provider.<br>Before the OB solution, this data was aggregated with different provider IDs.<br>This service accepts the providerAccountId and returns all accounts of the associated providerAccounts that belong to the subsidiary of the financial institution.<br>This data should be displayed to the user to let them select the accounts that they wish to provide consent to share account data.<br>
operationId: getAssociatedAccounts
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/AssociatedAccountsResponse'
400:
description: 'Y800 : Invalid value for providerAccountId<br>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: providerAccountId
description: providerAccountId
required: true
schema:
type: integer
format: int64
tags:
- Accounts
/accounts:
post:
summary: Add Manual Account
deprecated: false
description: The add account service is used to add manual accounts.<br>The response of add account service includes the account name , account number and Yodlee generated account id.<br>All manual accounts added will be included as part of networth calculation by default.<br>Add manual account support is available for bank, card, investment, insurance and loan container only.<br><br><b>Note:</b><ul> <li>A real estate account addition is only supported for SYSTEM and MANUAL valuation type.</li></ul>
operationId: createManualAccount
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/CreatedAccountResponse'
400:
description: 'Y800 : Invalid value for accountParam<br>Y811 : Real Estate Property value already exists<br>Y862 : The provided address is invalid, or the valuation is not available<br>Y869 : Multiple matches found. Provide the complete address or call the POST /accounts/evaluateAddress API to retrieve the list of matched addresses<br>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
tags:
- Accounts
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateAccountRequest'
description: accountParam
required: true
get:
summary: Get Accounts
deprecated: false
description: The get accounts service provides information about accounts added by the user.<br>By default, this service returns information for active and to be closed accounts.<br>If requestId is provided, the accounts that are updated in the context of the requestId will be provided in the response.<br>Pagination is made available to the advisors to retrieve account data of all users assigned to them. The skip and top parameters are used for pagination. In the skip and top parameters pass the number of records to be skipped and retrieved, respectively. <br><br><b>Note:</b><br><ul><li>fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.</li><li>fullAccountNumberList, PII (Personal Identifiable Information) and holder details are not available by default, as it is a premium feature that needs security approval. This will not be available for testing in Sandbox environment.</li></ul>
operationId: getAllAccounts
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/AccountResponse'
400:
description: 'Y800 : Invalid value for status<br>Y800 : Invalid value for container<br>Y800 : Invalid value for providerAccountId<br>Y824 : The maximum number of accountIds permitted is 100'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: Comma separated accountIds.
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: container
description: bank/creditCard/investment/insurance/loan/reward/realEstate/otherAssets/otherLiabilities
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: convertToCurrency
description: On-demand currency conversion parameter
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: include
description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh<br><b>Note:</b><br><li>fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.</li><br><li>profile is deprecated, and to retrieve the profile information, call the GET /verification/holderProfile API instead.</li>
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: providerAccountId
description: Comma separated providerAccountIds.
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: requestId
description: The unique identifier that returns contextual data
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: status
description: ACTIVE,INACTIVE,TO_BE_CLOSED,CLOSED
required: false
schema:
type: string
tags:
- Accounts
/accounts/migrateAccounts/{providerAccountId}:
put:
summary: Migrate Accounts
deprecated: false
description: This service is associated with the open banking (OB) flow.<br>Before invoking this service, display all the associated accounts to the user by calling the GET /associatedAccounts API.<br>The migrate accounts API treats the user's consent acceptance to initiate account migration. Invoking this service indicates that the user has given the consent to access the associated account information from the financial institution.<br>If an existing provider supports bank, card, and loan accounts, and chose only to provide bank and card through OB APIs, a new providerAccountId for OB will be created.<br>The bank and card account information will be moved to the new providerAccountId. The loan account will be retained in the existing provider account.<br>This service returns the OB providerId and the OB providerAccountId. Note that, as part of this process, there is a possibility of one or more providerAccounts getting merged.<br>The update or delete actions will not be allowed for the providerAccounts involved in the migration process until the user completes the authorization on the OB provider.<br>The oauthMigrationEligibilityStatus attribute in the GET /accounts API response indicates the accounts included in the migration process.<br>
operationId: migrateAccounts
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/AccountMigrationResponse'
400:
description: 'Y800 : Invalid value for providerAccountId<br>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: providerAccountId
description: providerAccountId
required: true
schema:
type: integer
format: int64
tags:
- Accounts
/accounts/evaluateAddress:
post:
summary: Evaluate Address
deprecated: false
description: Use this service to validate the address before adding the real estate account.<br>If the address is valid, the service will return the complete address information.<br>The response will contain multiple addresses if the user-provided input matches with multiple entries in the vendor database.<br>In the case of multiple matches, the user can select the appropriate address from the list and then invoke the add account service with the complete address.<br><br><b>Note:</b> <ul><li>Yodlee recommends to use this service before adding the real estate account to avoid failures.</li></ul>
operationId: evaluateAddress
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/EvaluateAddressResponse'
400:
description: 'Y806 : Invalid input<br>Y800 : Invalid value for zip<br>Y812 : Required field/value - address missing in the request<br>Y812 : Required field/value - street missing in the request<br>Y812 : Required field/value - state & city / zip missing in the request'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
tags:
- Accounts
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/EvaluateAddressRequest'
description: addressParam
required: true
/accounts/{accountId}:
get:
summary: Get Account Details
deprecated: false
description: The get account details service provides detailed information of an account.<br><br><b>Note:</b><li> fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.</li>
operationId: getAccount
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/AccountResponse'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: accountId
description: accountId
required: true
schema:
type: integer
format: int64
- in: query
allowEmptyValue: false
name: convertToCurrency
description: On-demand currency conversion parameter
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: include
description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh<br><b>Note:</b>fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
required: false
schema:
type: string
tags:
- Accounts
delete:
summary: Delete Account
deprecated: false
description: The delete account service allows an account to be deleted.<br>This service does not return a response. The HTTP response code is 204 (Success with no content).<br>
operationId: deleteAccount
responses:
400:
description: 'Y800 : Invalid value for accountId<br>Y806 : Invalid input<br>Y807 : Resource not found<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
204:
description: OK
404:
description: Not Found
parameters:
- in: path
name: accountId
description: accountId
required: true
schema:
type: integer
format: int64
tags:
- Accounts
put:
summary: Update Account
deprecated: false
description: The update account service is used to update manual and aggregated accounts.<br>The HTTP response code is 204 (Success without content).<br>Update manual account support is available for bank, card, investment, insurance, loan, otherAssets, otherLiabilities and realEstate containers only.<br><br><b>Note:</b><li> A real estate account update is only supported for SYSTEM and MANUAL valuation type.</li> <li> A real estate account can be linked to a loan account by passing accountId of a loan account in linkedAccountIds .</li> <li> Attribute <b>isEbillEnrolled</b> is deprecated as it is applicable for bill accounts only.</li>
operationId: updateAccount
responses:
400:
description: 'Y800 : Invalid value for accountId<br>Y800 : Invalid value for updateParam<br>Y862 : The provided address is invalid, or the valuation is not available<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>Y869 : Multiple matches found. Provide the complete address or call the POST /accounts/evaluateAddress API to retrieve the list of matched addresses<br>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
204:
description: OK
404:
description: Not Found
parameters:
- in: path
name: accountId
description: accountId
required: true
schema:
type: integer
format: int64
tags:
- Accounts
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateAccountRequest'
description: accountRequest
required: true
/accounts/historicalBalances:
get:
summary: Get Historical Balances
deprecated: false
description: The historical balances service is used to retrieve the historical balances for an account or a user.<br>Historical balances are daily (D), weekly (W), and monthly (M). <br>The interval input should be passed as D, W, and M to retrieve the desired historical balances. The default interval is daily (D). <br>When no account id is provided, historical balances of the accounts that are active, to be closed, and closed are provided in the response. <br>If the fromDate and toDate are not passed, the last 90 days of data will be provided. <br>The fromDate and toDate should be passed in the YYYY-MM-DD format. <br>The date field in the response denotes the date for which the balance is requested.<br>includeCF needs to be sent as true if the customer wants to return carried forward balances for a date when the data is not available. <br>asofDate field in the response denotes the date as of which the balance was updated for that account.<br>When there is no balance available for a requested date and if includeCF is sent as true, the previous date for which the balance is available is provided in the response. <br>When there is no previous balance available, no data will be sent. <br>By default, pagination is available for the historicalBalances entity in this API. The skip and top parameters are used for pagination. In the skip and top parameters, pass the number of records to be skipped and retrieved, respectively. The response header provides the links to retrieve the next and previous set of historical balances.<br> The API will only retrieve a maximum 500 records by default when values for skip and top parameters are not provided.
operationId: getHistoricalBalances
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/AccountHistoricalBalancesResponse'
400:
description: 'Y800 : Invalid value for accountId<br>Y800 : Invalid value for fromDate<br>Y800 : Invalid value for toDate<br>Y809 : Invalid date range<br>Y800 : Invalid value for interval<br>Y802 : Future date not allowed'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: accountId
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: fromDate
description: from date for balance retrieval (YYYY-MM-DD)
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: includeCF
description: Consider carry forward logic for missing balances
required: false
schema:
type: boolean
- in: query
allowEmptyValue: false
name: interval
description: D-daily, W-weekly or M-monthly
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: skip
description: skip (Min 0)
required: false
schema:
type: integer
format: int32
- in: query
allowEmptyValue: false
name: toDate
description: toDate for balance retrieval (YYYY-MM-DD)
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: top
description: top (Max 500)
required: false
schema:
type: integer
format: int32
tags:
- Accounts
/accounts/latestBalances:
get:
summary: Get Latest Balances
deprecated: false
description: The latest balances service provides the latest account balance by initiating a new balance refresh request
operationId: getLatestBalances
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/AccountBalanceResponse'
400:
description: 'Y800 : Invalid value for providerAccountId<br>Y800 : Invalid value for accountId <br>Y800 : Invalid value for accountId. Only ACTIVE accountId are supported <br>Y901 : Service not supported<br>Y803 : providerAccountId required <br>Y805 : Multiple providerAccountId not supported <br>Y803 : accountId required <br>Y820 : The accountId is not supported for container other than bank, investment<br>Y824 : The maximum number of accountIds permitted is 10<br>Y800 : Invalid value for accountId. All accountIds should belong to the same providerAccountId'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: Comma separated accountIds.
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: providerAccountId
description: providerAccountId.
required: true
schema:
type: string
tags:
- Accounts
components:
schemas:
CreateAccountInfo:
type: object
title: CreateAccountInfo
required:
- accountName
- accountType
properties:
includeInNetWorth:
type: string
address:
$ref: '#/components/schemas/AccountAddress'
accountName:
minLength: 1
type: string
maxLength: 100
accountType:
minLength: 1
type: string
maxLength: 2147483647
dueDate:
type: string
memo:
minLength: 0
type: string
maxLength: 250
homeValue:
$ref: '#/components/schemas/Money'
accountNumber:
minLength: 0
pattern: ^[a-zA-Z0-9]+$
type: string
maxLength: 100
frequency:
type: string
enum:
- DAILY
- ONE_TIME
- WEEKLY
- EVERY_2_WEEKS
- SEMI_MONTHLY
- MONTHLY
- QUARTERLY
- SEMI_ANNUALLY
- ANNUALLY
- EVERY_2_MONTHS
- EBILL
- FIRST_DAY_MONTHLY
- LAST_DAY_MONTHLY
- EVERY_4_WEEKS
- UNKNOWN
- OTHER
amountDue:
$ref: '#/components/schemas/Money'
balance:
$ref: '#/components/schemas/Money'
nickname:
minLength: 0
type: string
maxLength: 50
valuationType:
type: string
enum:
- SYSTEM
- MANUAL
Money:
type: object
title: Money
properties:
amount:
format: double
description: Value of amount.
type: number
convertedAmount:
format: double
description: Value of the converted amount.
type: number
currency:
description: Currency should be a valid three-letter ISO Code.
type: string
enum:
- USD
- AUD
- BRL
- CAD
- EUR
- GBP
- HKD
- IDR
- INR
- JPY
- NZD
- SGD
- ZAR
- CNY
- VND
- MYR
- CHF
- AED
- AFA
- ALL
- AMD
- ANG
- AOA
- ARS
- AWG
- AZM
- BAM
- BBD
- BDT
- BGL
- BHD
- BIF
- BMD
- BND
- BOB
- BSD
- BTN
- BWP
- BYR
- BZD
- CDF
- CLP
- COP
- CRC
- CUP
- CVE
- CYP
- CZK
- DJF
- DKK
- DOP
- DZD
- EEK
- EGP
- ERN
- ETB
- FJD
- FKP
- GEL
- GGP
- GHC
- GIP
- GMD
- GNF
- GTQ
- GYD
- HNL
- HRK
- HTG
- HUF
- ILS
- IMP
- IQD
- IRR
- ISK
- JEP
- JMD
- JOD
- KES
- KGS
- KHR
- KMF
- KPW
- KRW
- KWD
- KYD
- KZT
- LAK
- LBP
- LKR
- LRD
- LSL
- LTL
- LVL
- LYD
- MAD
- MDL
- MGF
- MKD
- MMK
- MNT
- MOP
- MRO
- MTL
- MUR
- MVR
- MWK
- MXN
- MZM
- NAD
- NGN
- NIO
- NOK
- NPR
- OMR
- PAB
- PEN
- PGK
- PHP
- PKR
- PLN
- PYG
- QAR
- ROL
- RUR
- RWF
- SAR
- SBD
- SCR
- SDD
- SEK
- SHP
- SIT
- SKK
- SLL
- SOS
- SPL
- SRG
- STD
- SVC
- SYP
- SZL
- THB
- TJR
- TMM
- TND
- TOP
- TRL
- TTD
- TVD
- TWD
- TZS
- UAH
- UGX
- UYU
- UZS
- VEB
- VUV
- WST
- XAF
- XAG
- XAU
- XCD
- XDR
- XOF
- XPD
- XPF
- XPT
- YER
- YUM
- ZMK
- ZWD
- ADP
- ATS
- BEF
- BUK
- CSD
- CSK
- DDM
- DEM
- ECS
- ESP
- FIM
- GRD
- GWP
- IEP
- ITL
- LUF
- MLF
- NLG
- PTE
- SUR
- TPE
- UAK
- XBA
- XBB
- XBC
- XBD
- XEU
- XFO
- XFU
- XGF
- XMK
- XRM
- XTS
- YDD
- YUD
- ZRN
- TJS
- RON
- BGN
- BTC
- XBT
- CNH
- RUB
- TRY
- GHS
- TMT
- ZMW
- VEF
- SSP
- ALK
convertedCurrency:
description: Currency should be a valid three-letter ISO Code.
type: string
enum:
- USD
- AUD
- BRL
- CAD
- EUR
- GBP
- HKD
- IDR
- INR
- JPY
- NZD
- SGD
- ZAR
- CNY
- VND
- MYR
- CHF
- AED
- AFA
- ALL
- AMD
- ANG
- AOA
- ARS
- AWG
- AZM
- BAM
- BBD
- BDT
- BGL
- BHD
- BIF
- BMD
- BND
- BOB
- BSD
- BTN
- BWP
- BYR
- BZD
- CDF
- CLP
- COP
- CRC
- CUP
- CVE
- CYP
- CZK
- DJF
- DKK
- DOP
- DZD
- EEK
- EGP
- ERN
- ETB
- FJD
- FKP
- GEL
- GGP
- GHC
- GIP
- GMD
- GNF
- GTQ
- GYD
- HNL
- HRK
- HTG
- HUF
- ILS
- IMP
- IQD
- IRR
- ISK
- JEP
- JMD
- JOD
- KES
- KGS
- KHR
- KMF
- KPW
- KRW
- KWD
- KYD
- KZT
- LAK
- LBP
- LKR
- LRD
- LSL
- LTL
- LVL
- LYD
- MAD
- MDL
- MGF
- MKD
- MMK
- MNT
- MOP
- MRO
- MTL
- MUR
- MVR
- MWK
- MXN
- MZM
- NAD
- NGN
- NIO
- NOK
- NPR
- OMR
- PAB
- PEN
- PGK
- PHP
- PKR
- PLN
- PYG
- QAR
- ROL
- RUR
- RWF
- SAR
- SBD
- SCR
- SDD
- SEK
- SHP
- SIT
- SKK
- SLL
- SOS
- SPL
- SRG
- STD
- SVC
- SYP
- SZL
- THB
- TJR
- TMM
- TND
- TOP
- TRL
- TTD
- TVD
- TWD
- TZS
- UAH
- UGX
- UYU
- UZS
- VEB
- VUV
- WST
- XAF
- XAG
- XAU
- XCD
- XDR
- XOF
- XPD
- XPF
- XPT
- YER
- YUM
- ZMK
- ZWD
- ADP
- ATS
- BEF
- BUK
- CSD
- CSK
- DDM
- DEM
- ECS
- ESP
- FIM
- GRD
- GWP
- IEP
- ITL
- LUF
- MLF
- NLG
- PTE
- SUR
- TPE
- UAK
- XBA
- XBB
- XBC
- XBD
- XEU
- XFO
- XFU
- XGF
- XMK
- XRM
- XTS
- YDD
- YUD
- ZRN
- TJS
- RON
- BGN
- BTC
- XBT
- CNH
- RUB
- TRY
- GHS
- TMT
- ZMW
- VEF
- SSP
- ALK
LoanPayoffDetails:
type: object
title: LoanPayoffDetails
properties:
payByDate:
description: 'The date by which the payoff amount should be paid.<br><br><b>Account Type</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li></ul>'
readOnly: true
type: string
payoffAmount:
description: 'The loan payoff amount.<br><br><b>Account Type</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
outstandingBalance:
description: 'The outstanding balance on the loan account. The outstanding balance amount may differ from the payoff amount. It is usually the sum of outstanding principal, unpaid interest, and fees, if any.<br><br><b>Account Type</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
AccountResponse:
type: object
title: AccountResponse
properties:
account:
readOnly: true
type: array
items:
$ref: '#/components/schemas/Account'
EvaluateAddressResponse:
type: object
title: EvaluateAddressResponse
properties:
address:
readOnly: true
type: array
items:
$ref: '#/components/schemas/AccountAddress'
isValidAddress:
type: boolean
Email:
type: object
title: Email
properties:
type:
readOnly: true
type: string
enum:
- PRIMARY
- SECONDARY
- PERSONAL
- WORK
- OTHERS
value:
readOnly: true
type: string
AccountHolder:
# --- truncated at 32 KB (155 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/yodlee/refs/heads/main/openapi/yodlee-accounts-api-openapi.yml