Step 3: Get Institution Login Form

After you have identified the institution you wish to access, you will need to call Get Institution Login Form. The login form is a list of login fields (account ID, password, etc.) that are required to login to that specific institution.

Note: If you are on the Test Drive plan, use the testing institution FinBank (ID 101732). See Testing Accounts for more information.

GET /v1/institutions/{institutionId}/loginForm

...with HTTP headers:

Finicity-App-Key: {from Developer Portal}
Finicity-App-Token: {from previous call to Partner Authentication}

From the response, extract the values <id> and <name> for each <loginField>. When you call Discover Customer Accounts, you will include these elements (with the proper values) as credentials for the customer accounts.

 

<< Step 2: Find Institutions

>> Step 4: Add a Customer

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