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Checklist & integration review

Wealth Checklist​

The Wealth API is an API dedicated to wealth data and comes in addition to the 'Accounts' API. The 'Accounts' API checklist must therefore be respected except for calls dedicated to retrieving specific 'Accounts' data (GET accounts & GET transactions)

The Weath checklist thus focuses on the retrieved wealth data :

  • Access to Wealth data
    • Get Accounts
    • Get balance history
    • Get investments
    • Get investments history
  • Data usage for Investments
  • Data backup on partner environment
  • Data deletion