Endpoints

EndpointRequest MethodDescription
POST

The register user service is used to register a user in Yodlee.

GET

The get user details service is used to get the user profile information and the application preferences set at the time of user registration.

PUT

The update user details service is used to update user details like name, address, currency preference, etc.

DELETE

The delete user service is used to delete or unregister a user from Yodlee.

GET

The get provider service is used to get all the providers that are enabled.

GET

The count service provides the total number of providers that get returned in the GET /providers depending on the input parameters passed.

GET

The get provider detail service is used to get detailed information including the login form for a provider.

POST

The add account service is used to add manual accounts.

GET

The get accounts service provides information about accounts added by the user.

GET

The get account details service provides detailed information of an account.

GET

The historical balances service is used to retrieve the historical balances for an account or a user.

PUT

The update account service is used to update manual and aggregated accounts.

DELETE

The delete account service allows an account to be deleted.

GET

The Transaction service is used to get a list of transactions for a user.

PUT

The update transaction service is used to update the category,consumer description, memo for a transaction.

GET

The count service provides the total number of transactions for a specific user.

POST

The create transaction categories service is used to create user-defined categories for a system-defined category.

GET

The categories service returns the list of available transaction categories.

PUT

The update transaction categories service is used to update the transaction category name for a high level category, a system-defined category and a user-defined category.

DELETE

The delete transaction categories service is used to delete the given user-defined category.

POST

The Create or Run Transaction Categorization Rule endpoint is used to: Create transaction categorization rules for both system and user-defined categories. Run all the transaction categorization rules to categorize transactions by calling the endpoint with action=run as the query parameter.

GET

The categories service returns the list of available transaction categories.

PUT

The update transaction categorization rule service is used to update a categorization rule for both system-defined category as well as user-defined category.

POST

The run transaction categorization rule service is used to run a rule on transactions, to categorize the transactions.

POST
DELETE

Deletes a transaction categorization rule

GET

The get provider accounts service is used to return all the provider accounts added by the user.

GET

The get provider account details service is used to learn the status of adding accounts and updating accounts.

PUT

Read API docs as it updates a variety of things.

PUT

This endpoint is used to update preferences like data extracts and auto refreshes without triggering refresh for the providerAccount.

DELETE

The delete provider account service is used to delete a provider account from the Yodlee system.

GET

The statements service is used to get the list of statement related information.

GET

The get holding summary service is used to get the summary of asset classifications for the user.

GET

The transaction summary service provides the summary values of transactions for the given date range by category type, high-level categories, or system-defined categories.

GET

The get networth service is used to get the networth for the user.

GET

The get holdings service is used to get the list of holdings of a user.

GET

The get holding types list service is used to get the supported holding types.

GET

The get asset classifications list service is used to get the supported asset classifications.

GET

The get security details service is used to get all the security information for the holdings

GET

The get user data service is used to get a user's modified data for a particular period of time for accounts, transactions, holdings, and provider account information.

GET

The get extracts events service is used to learn about occurrences of data extract related events.

GET

The get documents service allows customers to search or retrieve metadata related to documents.

GET

The get document details service allows consumers to download a document.

DELETE

The delete document service allows the consumer to delete a document.