API Catalog

An API to return different types of participant-level balance data (e.g. Total Balance; Investment; Loan; Vesting) per retirement plan.

Auth 2.0 generates access tokens for API authorization scenarios.

Provides access to approved financial parties to a participant data ecosystem. We adhere to API technical standards and are dedicated to five core principles of user permissioned data sharing: Control, Access, Transparency, Traceability and Security.