Account Statements

The platform supports 2 types of statements:

Monthly Statements
1099 INT

FinTech App

As a FinTech you can use our Statements API to allow in-app download for statements, with 2 easy steps:

Statement List: Serach for list of Statements by accountId.
Statement Downloads: Use the statementId to download the statements.

Search Statements

Here you can use “documentType” is set this “Statements” for monthly statements and”1099” for 1099 INT files.

GET  /accounts/{accountId}/statements

{
                        "page": {
                            "nextOffset": "2",
                            "totalElements": 2
                        },
                        "links": {
                            "next": {
                                "href": "/accounts/109844847601409/statements?offSet=2&limit=10"
                            }
                        },
                        "statements": [
                            {
                                "links": [],
                                "accountId": "109844847601409",
                                "description": "2024-05-31",
                                "statementId": "mjqgq2dsobygq3tmmbrgqydsjbsgazdiljqguwtamjdgiydenbnga2s2mzr",
                                "documentType": "Statements",
                                "statementDate": "2024-05-31"
                            },
                            {
                                "links": [],
                                "accountId": "109844847601409",
                                "description": "2024-04-30",
                                "statementId": "mjqgq2dsobygq3tmmbrgqydsjbsgazdiljqgqwtamjdgiydenbnga2c2mzq",
                                "documentType": "Statements",
                                "statementDate": "2024-04-30"
                            }
                        ]
                    }

Download Statements

GET  /accounts/{accountId}/{docType}/{statement}

Monthly statements
There are 2 options for Monthly Statements:

Option 1: Platform Generated Statement as seen above.
Option 2: HC3 Partner Statements.

1099 INT
1099 INTs are required by compliance for all interest-bearing accounts. :

Console

In the Console the CSR and Banking Ops can review statements within an accountholder’s account details, giving the CSR the ability to view and answer any inquiries from an accountholder.

Account Transactions

Account Owners