Financial Connection API

Verified bank data, shared on the user's terms

Let your users securely connect a bank account and share balance, transaction history, and statement data with a few taps. Build lending, onboarding, and fraud checks on verified data — not screenshots or self-reported numbers.

Consent-based access · Encrypted in transit and at rest

Access data in seconds

Retrieve user-permitted bank data through one API call, with no manual document review on your end.

Verify ownership, cut fraud

Confirm the account belongs to the person opening it before you disburse, onboard, or approve.

Build on real financial signal

Underwrite, score, and personalize products using actual cash-flow data instead of self-reported income.

What you can retrieve

One connection, four kinds of financial data

Ask for only what your product needs — from a quick ownership check to a full 12-month statement history.

Verify account ownership

Confirm the name, and other identity details tied to a bank account match the person you're onboarding, before money moves.

Check real-time balance

Confirm sufficient funds before you initiate a debit, or use balance trends as an input to your risk models.

Retrieve transaction history

Pull categorized cash-flow and spending data to power budgeting tools, credit scoring, or affordability checks.

Pull bank statements

Retrieve statement data covering up to 12 months for loan underwriting, income verification, or audits.

How it works

A consent flow your users already trust

Every connection starts with the account holder — no data leaves their bank without their say-so.

  1. 1

    User selects their bank and consents

    Your user picks their bank inside your app or the LumiID widget, and chooses exactly what to share.

  2. 2

    LumiID securely retrieves the data

    We connect to the bank on the user's behalf and pull only the account, balance, or transaction data they authorized.

  3. 3

    You receive structured, verified data

    Structured JSON lands in your system via API response or webhook, ready to plug into onboarding, underwriting, or fraud checks.

Built for teams who move fast without cutting corners

Consent stays with the user

Users choose what to share and can see exactly which data types a connection covers — nothing is pulled by default.

Optimised for conversion

A fast, mobile-first connection flow keeps drop-off low during checkout, sign-up, and loan applications.

Pairs with the rest of the stack

Combine Financial Connection with KYC Verification and Fraud Detection for a single, verified view of every user.

Built for your developers

Clear references, sandbox test accounts, and webhooks so your team can ship the integration in days, not weeks.

View API documentation

Pricing that fits your stage

Pay for verified connections as you grow, with plans for early-stage products and high-volume platforms alike.

See pricing

Frequently asked questions

What is LumiID Financial Connection?

It's an API that lets your users securely link a bank account and share balance, transaction, and statement data with your product, with their explicit consent.

Does it require user consent?

Yes. Every data pull is initiated by the account holder through a consent flow, and access can be limited to only the data types your product needs.

What data can I retrieve through the API?

Account ownership details, real-time balance, historical transactions, and bank statements covering up to 12 months, depending on what the user consents to share.

Is the data encrypted?

Data is encrypted in transit and at rest, and access to each connection is scoped and logged so you can audit who requested what and when.

Can I test it before going live?

Yes — a sandbox environment with test accounts is available so your team can build and QA the integration before switching to production.

Build the future of digital identity with LumiID

Built with cutting-edge identity intelligence to deliver verification, fraud protection, and compliance that scale with you.