Retrieve account statements

In this tutorial, you will learn how to use the J.P. Morgan Direct Connect API to retrieve statements for accounts that a user has consented to share. By the end of this tutorial, you will know how to:

• Retrieve a list of accounts.
• Fetch statement identifiers for a given account and date range.
• Download a PDF statement for a specific statement identifier.

Before you begin

To use this capability, you will need to have:

• Complete onboarding and get client credentials.
• Complete the consent flow and get a valid access token.

Send a request

To retrieve statements for consented accounts, follow these steps:

• Retrieve a list of accounts:
  Send a GET request to the /accounts endpoint, setting the resultType parameter to lightweight or details to retrieve a list of accounts with their associated descriptors. If resultType is not specified, it defaults to lightweight.

• Fetch statement identifiers:
  For each account, send a GET request to the /accounts/{accountId}/statements endpoint, specifying the desired date range, to fetch available statement identifiers.

• Download a PDF statement:
  For a given statement identifier, send a GET request to the /accounts/{accountId}/statements/{statementId} endpoint to download the PDF statement.

Be sure to include the required headers, such as x-fapi-interaction-id and your access token, as described in the integration guide.

Request and response details

A successful response will return the requested statement data or PDF. For details on required and optional parameters, error codes, response formats, and request and response examples, refer to the API specification.