added
Version 2.0.2
25 days ago
New Features
Collect and store beneficiary information during the account opening process
Users can now collect and store beneficiary information as part of the account opening workflow, enhancing data collection and compliance during onboarding.
Enhancements
Institution's State added to the /reports/allocation endpoint response
We've improved the /reports/allocation endpoint by including the institution's state in the response, providing more context in the allocation report data.
API Improvements
EOM Depositor Statements available in PDF form via API
The API now supports retrieving End-of-Month (EOM) Depositor Statements in PDF format, allowing for easy download and sharing of statements directly from the API.