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 lightweight list of consented accounts, including identifiers and descriptive information such as account type, nickname, masked account number, account open date, and account domicile. Use the returned accountId to retrieve full details or transactions for a specific account.
- Account details: Retrieve detailed information for consented accounts, including account descriptors and available balance information. Set
resultTypetodetailswhen retrieving multiple accounts, or use the/accounts/{accountId}endpoint to retrieve full details 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 a list of consented accounts with identifying details, such as account type, nickname, and masked account number, so users can select the appropriate account.
Daily cash position view
Build a dashboard that organizes available account balances by currency or other account attributes. Store balance snapshots in your application if you want to calculate and display day-over-day changes.
Liquidity policy monitoring
Use retrieved balance information in your application to monitor minimum balance requirements and cash concentration limits, and to initiate exception-handling workflows.
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.