Finicity

Link to this section#How to Get Access

For Sandbox access, you can enable the Finicity integration from the Integrations page in the Quiltt Dashboard.

For Production access, Quiltt can license and provision you with Finicity API Keys, though you are always free to use your own.

Link to this section#Configuration

Link to this section#Connector-specific

Your Connector's products determine which Finicity products and institutions are available to your end-users. To enable or disable a particular product, use the corresponding Quiltt products on the Connector page in Dashboard.

Below is a mapping of Quiltt Products to Finicity products. Configuring a product on a Connector will provision the corresponding Finicity product on any Connection that successfully exits that Connector.

Link to this section#Environment-specific

By default Finicity provides around 180 days months of transaction history. To obtain up to 24 months of history, enable Finicity's premium Account History Aggregation product on the Environment's Finicity Integration page in the Dashboard. Note that this products may incur a one-time per-connection fee.

Link to this section#Testing and Sandbox

In non-production Finicity-enabled Connectors, you can access Finicity data by selecting the Finicity Test Bank institution, and using test credentials to authenticate into the Finicity OAuth or Finicity Profiles A portals.

Link to this section#Test Credentials

Use the following credentials to test different product and account configurations:

• Username: profile_02 or profile_03
• Password: profile_02 or profile_03

For more test logins and scenarios, please refer to the Finicity Bank Account Profiles table.