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Envestnet

Envestnet Accounts API

Accounts API

Documentation Provider Profile APIs.io OpenAPI GitHub

Envestnet Accounts API is one of 21 APIs that Envestnet publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Account. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 8 operations across 5 paths, and defines 36 schemas. It is described by OpenAPI 3.2.0, at version 1.1.0.

Requests are made against a single base URL, /.

8 operations 5 paths 36 schemas 1 DELETE4 GET2 POST1 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.1.0
Server
/
Contact
developer@yodlee.com
License
Yodlee Developer License
Terms of Service
View terms
Resource Areas
1

Paths & Operations 8

Across 5 paths, the API surfaces 8 operations — 1 DELETE, 4 GET, 2 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

Accounts 8

Accounts API

POST
/accounts/evaluateAddress
Envestnet Evaluate Address
evaluateAddress body → 200400401404
GET
/accounts/{accountId}
Envestnet Get Account Details
getAccount 3 params → 200401404
PUT
/accounts/{accountId}
Envestnet Update Account
updateAccount 1 param body → 204400401404
DELETE
/accounts/{accountId}
Envestnet Delete Account
deleteAccount 1 param → 204400401404
GET
/accounts/historicalBalances
Envestnet Get Historical Balances
getHistoricalBalances 7 params → 200400401404
GET
/accounts
Envestnet Get Accounts
getAllAccounts 7 params → 200400401404
POST
/accounts
Envestnet Add Manual Account
createManualAccount body → 200400401404
GET
/accounts/latestBalances
Envestnet Get Latest Balances
getLatestBalances 2 params → 200400401404

Schemas 36

The contract defines 36 schemas that model the data the API accepts and returns. The most detailed are Account (108 properties), AccountLatestBalance (16 properties), UpdateAccountInfo (15 properties), CreateAccountInfo (13 properties). Each schema is shown below with its type and property counts.

YodleeError
object
3 properties
AccountLatestBalance
object
16 properties
Name
object
4 properties
HistoricalBalance
object
5 properties
Account
object
108 properties
PaymentProfile
object
3 properties
EvaluateAddressRequest
object
1 property 1 required
EvaluateAccountAddress
object
10 properties 1 required
CoverageAmount
object
5 properties
AutoRefresh
object
3 properties
AccountResponse
object
1 property
PhoneNumber
object
2 properties
Email
object
2 properties
Money
object
4 properties
CreatedAccountInfo
object
3 properties
CreateAccountRequest
object
1 property 1 required
BankTransferCode
object
2 properties
EvaluateAddressResponse
object
2 properties
RewardBalance
object
7 properties
Coverage
object
5 properties
UpdateAccountRequest
object
1 property 1 required
UpdateAccountInfo
object
15 properties
PaymentIdentifier
object
2 properties
AccountDataset
object
6 properties
PaymentBankTransferCode
object
2 properties
AccountHistory
object
2 properties
CreateAccountInfo
object
13 properties 2 required
AccountAddress
object
10 properties
AccountHistoricalBalancesResponse
object
1 property
CreatedAccountResponse
object
1 property
AccountBalanceResponse
object
1 property
LoanPayoffDetails
object
3 properties
FullAccountNumberList
object
2 properties
AccountProfile
object
4 properties
AccountHolder
object
4 properties
Identifier
object
2 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-accounts-api-openapi.yml Raw ↑

Other APIs Envestnet publishes across the network.

Envestnet Account Token API
AE Profile APIs.io
Envestnet Associated Details API
AE Profile APIs.io
Envestnet Auth API
AE Profile APIs.io
Envestnet Configs API
AE Profile APIs.io
Envestnet Consents API
AE Profile APIs.io
Envestnet CreditAcceleratorFile API
AE Profile APIs.io
Envestnet Customer API
AE Profile APIs.io
Envestnet DataExtracts API
AE Profile APIs.io
Envestnet Derived API
AE Profile APIs.io
Envestnet Documents API
AE Profile APIs.io
Envestnet Holdings API
AE Profile APIs.io
Envestnet Payment Processor API
AE Profile APIs.io
#Account
← Back to E APIs
API Details
ID
envestnet:envestnet-accounts-api
Server
/
Docs
https://developer.envestnet.com/products/yodlee/account-aggregation
Provider
Envestnet
APIs.io →  GitHub →
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