J.P. Morgan Business Direct Connect
Account information
Use the account information capability to retrieve details for accounts a user has consented to share through J.P. Morgan Business Direct Connect.
- Account list: Retrieve a list of consented accounts and their descriptors, including account name, nickname, masked account number, account open date, and account domicile. Use this list to support account selection and to retrieve details or transactions for a specific account.
- Account details: Retrieve account details, including balances and the information in accounts list call above, for a list of accounts or for a specific account.
What you can build
Use the account information capability to support account selection and balance reporting in your business applications. Here are practical outcomes you can deliver.
Account selection workflow
Show an account list with identifying attributes so users can select the right accounts to work with.
Daily cash position view
Build a dashboard that rolls up account balances by currency or other attributes and shows day-over-day changes.
Liquidity policy monitoring
Check minimum balance requirements, monitor cash concentration limits, and automate exception handling for treasury operations.
Related
- Refer to the Overview page to learn more about the J.P. Morgan Direct Connect API.
- Refer to the API specification for a complete list of required and optional parameters, error codes, and response formats.
- Learn how to retrieve account details.