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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 a regulated third party provider (regulated by the FCA in the UK or an equivalent European authority) and be enrolled with Open Banking in order to be able access our sandbox and APIs.