Active (Beta). This integration is available in beta. Coverage depends on market, product, and account permissions. View integration status.
Integration approach
Data Connect plus Open Finance APIs for accounts, transactions, statements and reports. This documented offering is US-focused; Canadian institution support must be established separately before selecting it for a Canada-only rollout.Access and approval
Executed Mastercard contract plus Production access review required. Approval ETA not disclosed. The 30-day Test Drive Premium period is a live-data trial duration, not an approval estimate. Documentation availability: Public REST API reference, quickstart and test profiles.Data refresh
Provider update cadence: Once daily for active accounts; restricted on-demand refresh. Finicity automatically refreshes active accounts once per day. Its Refresh Customer Accounts endpoint allows a customer-specific refresh for a concrete business need, subject to product access. The documented service prohibits automating calls to its Refresh endpoints. Additional refresh use must be agreed with the provider; repeated API reads do not force a new institution refresh. Availability also depends on the billing tier. AMLOK synchronization: The enabled refresh mode and schedule are agreed for your connection. Provider timing describes upstream capability; allow for retrieval and processing before changes appear in AMLOK. See data refresh and freshness. Provider references: Mastercard official Refresh Customer Accounts reference.Data reference
Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.Coverage conditions
Provider documentation
- www.mastercard.com/us/en/business/open-finance/developer.html
- developer.mastercard.com/open-finance-us/documentation
- developer.mastercard.com/open-finance-us/documentation/onboarding