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Account Information 3.1.03.1

Retrieve account and transactional information for

Investec UK Private Banking clients who are using

your products and services.

What is it?

The Account Information API allows regulated third parties to access account and transactional information (read-only) of an Investec UK Private Banking client. Clients are always in full control and need to provide approval to grant access to their data. 

Why use it?

Retrieve account information such as:

  • Account details
  • Balances
  • Beneficiaries
  • Standing orders
  • Direct debits
  • Scheduled payments
  • Transactions
  • Statements

From account aggregation to personal money management, there are many possible use cases for the Account Information API depending on the product and service offered.

Who can use it?

You will need to be enrolled in Open Banking or possess a valid eIDAS certificate to access our sandbox and APIs.