Connect a funding source
Connect a funding source to an investor. Two flows:
- Plaid (
type: plaid): exchange a public token from Plaid Link; one or more bank accounts become available as funding sources. The response is a list envelope (one entry per linked account). - Manual (
type: manual): supply bank details directly. The response is a single funding-source resource.
Authorizations
HTTP Basic Authentication using the API Key as username and API Secret as password.
Path Parameters
The prefixed public id of the investor (e.g. inv_…).
Body
Response
Funding source(s) connected successfully.
- Option 1
- Option 2
A connected funding source (bank account) that can be used for deposits and withdrawals. Envelope-wrapped.
The resource type discriminator.
"investor"
Whether this resource was created against a live API key.
Test-mode keys always return false.
false
Prefixed public id (e.g. inv_…, ord_…, dep_…).
"inv_01j9x8m2k7qpzwv3t5r6y8n0ab"
Unix-seconds timestamp of resource creation.
1747776000
Arbitrary key-value metadata attached to the funding source.
plaid, manual active, disconnected, error Plaid item_id for Plaid sources.
Legal name of the account holder.
Type of bank account.
CHECKING, SAVINGS Masked account number (last 4 digits visible).
Bank routing number (ABA for US banks).
SWIFT/BIC code for international wires.
Masked IBAN (last 4 digits visible).
Routing code type: aba, sort_code, ifsc, etc.
Bank-specific code (used in some regions).
Beneficiary address as a single string (legacy field).
Street address for wire payout beneficiary.
ISO 3166-1 alpha-2 country code for wire payout beneficiary.
ISO 4217 currency code for wire payout beneficiary.
City for wire payout beneficiary.
State or region for wire payout beneficiary.
Postal code for wire payout beneficiary.
Whether enough fields are populated for a wire payout via the custodian.