Guides
End-to-end integration patterns built from the transaction and user endpoints.
Dashboard tile on the DBP
Show a member their total investment value inside the digital banking platform.
Investment account card on the DBP
Show one card per product the member holds, with its value and KYC state.
Enrich your core / CRM with transactional data
Land member investment activity into your core or CRM, keyed by member.
Enrich your core / CRM with user account data
Derive member-level attributes — account, balance, products held, KYC state.
Reconciliation using trading periods
Reconcile a settlement period's activity against your ledger using its authoritative totals.
Monitor IRA contributions
Track member IRA contributions over a period against annual limits.
Delete Webhook Subscription
Unsubscribe by disabling the subscription so delivery stops. Soft-disable: the record is kept with `enabled=False` and `disabled_at` set. Disabling an already-disabled subscription is a no-op and still returns 204 No Content, so unsubscribe is idempotent.
Dashboard tile on the DBP
Show a member their total investment value inside the digital banking platform.