Account Information
Read what the customer chose to share. Nothing more.
Account Information brings consented bank data into one connected view: accounts, balances and transactions, with the permission, purpose and expiry of every consent kept next to the data it unlocks.
What it does
Capabilities
Each item says whether it is shown in the prototype console today or is planned. Planned items are not available.
Connected accounts
Shown in prototypeSee accounts across connected banks in one list with balances and last-refreshed times.
Transactions with filters
Shown in prototypeSearch and filter bookings by direction, status and merchant, with category on each row.
Consent register
Shown in prototypeEvery consent shows its bank, purpose, permissions, status and the date it needs reconfirming.
Refresh and reconnect
Shown in prototypeReconnect banks whose authorisation has lapsed, and refresh on demand.
Identity matching
PlannedCompare account-holder names with onboarding details.
How it works
Four steps
- 01
Connect a bank
Choose a bank, the data you need and the purpose.
- 02
Customer authorises
The customer approves at their own bank with strong customer authentication.
- 03
Read the data
Accounts, balances and transactions appear in the console, or through the API.
- 04
Keep consent current
Track expiry, reconfirm and revoke from the consent register.
In the console
Real screens from the prototype
Captured from the running prototype with simulated data.
For developers
Request shape
An illustration of the kind of data involved. API reference and SDKs are not yet published, so no endpoints are listed.
Illustrative response shape
{
"account": { "id": "acc_demo_001", "type": "current", "currency": "GBP" },
"balance": { "amount": "3334.00", "asOf": "2026-11-05T09:00:00Z" },
"note": "Illustrative only - not a published endpoint"
}UK context
Regulatory background
Account information services in the UK are regulated activities supervised by the Financial Conduct Authority, within the Open Banking standards maintained by Open Banking Limited.
General background, not legal advice. No authorisation or certification is claimed on this page.
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