Funding#

Create ACH Relationship For Account#

BrokerClient.create_ach_relationship_for_account(account_id: UUID | str, ach_data: CreateACHRelationshipRequest | CreatePlaidRelationshipRequest) → ACHRelationship | Dict[str, Any]#

Creates a single ACH relationship for the given account.

Parameters:
Returns:

The ACH relationship that was created.

Return type:

ACHRelationship

Get ACH Relationships For Account#

BrokerClient.get_ach_relationships_for_account(account_id: UUID | str, statuses: List[ACHRelationshipStatus] | None = None) → List[ACHRelationship] | Dict[str, Any]#

Gets the ACH relationships for an account.

Parameters:

  • account_id (Union[UUID, str]) – The ID of the Account to get the ACH relationships for.

  • statuses (Optional[List[ACHRelationshipStatus]]) – Optionally filter a subset of ACH relationship statuses.

Returns:

List of ACH relationships returned by the query.

Return type:

List[ACHRelationship]

Delete ACH Relationship For Account#

BrokerClient.delete_ach_relationship_for_account(account_id: UUID | str, ach_relationship_id: UUID | str) → None#

Delete an ACH Relation by its ID.

As the api itself returns a 204 on success this function returns nothing in the successful case and will raise an exception in any other case.

Parameters:

  • account_id (Union[UUID, str]) – The ID of the Account which has the ACH relationship to be deleted.

  • ach_relationship_id (Union[UUID, str]) – The ID of the ACH relationship to delete.

Create Bank For Account#

BrokerClient.create_bank_for_account(account_id: UUID | str, bank_data: CreateBankRequest) → Bank | Dict[str, Any]#

Creates a single bank relationship for the given account.

Parameters:

  • account_id (Union[UUID, str]) – The ID of the Account to create the bank connection for.

  • bank_data (CreateBankRequest) – The request data used to create the bank connection.

Returns:

The Bank that was created.

Return type:

Bank

Get Banks For Account#

BrokerClient.get_banks_for_account(account_id: UUID | str) → List[Bank] | Dict[str, Any]#

Gets the Banks for an account.

Parameters:

account_id (Union[UUID, str]) – The ID of the Account to get the Banks for.

Returns:

List of Banks returned by the query.

Return type:

List[Bank]

Delete Bank For Account#

BrokerClient.delete_bank_for_account(account_id: UUID | str, bank_id: UUID | str) → None#

Delete a Bank by its ID.

As the api itself returns a 204 on success this function returns nothing in the successful case and will raise an exception in any other case.

Parameters:

  • account_id (Union[UUID, str]) – The ID of the Account which has the Bank to be deleted.

  • bank_id (Union[UUID, str]) – The ID of the Bank to delete.

Create Transfer For Account#

BrokerClient.create_transfer_for_account(account_id: UUID | str, transfer_data: CreateACHTransferRequest | CreateBankTransferRequest) → Transfer | Dict[str, Any]#

Creates a single Transfer for the given account.

Parameters:
Returns:

The Transfer that was created.

Return type:

Transfer

Get Transfers For Account#

BrokerClient.get_transfers_for_account(account_id: UUID | str, transfers_filter: GetTransfersRequest | None = None, max_items_limit: int | None = None, handle_pagination: PaginationType | None = None) → List[Transfer] | Iterator[List[Transfer]]#

Gets the transfers for an account.

Parameters:

  • account_id (Union[UUID, str]) – The ID of the Account to create the bank connection for.

  • transfers_filter (Optional[GetTransferRequest]) – The various filtering parameters to apply to the request.

  • max_items_limit (Optional[int]) – A maximum number of items to return over all for when handle_pagination is of type PaginationType.FULL. Ignored otherwise.

  • handle_pagination (Optional[PaginationType]) – What kind of pagination you want. If None then defaults to PaginationType.FULL.

Returns:

Either a list or an Iterator of lists of Transfer child

classes.

Return type:

Union[List[Transfer], Iterator[List[Transfer]]]

Cancel Transfer For Account#

BrokerClient.cancel_transfer_for_account(account_id: UUID | str, transfer_id: UUID | str) → None#

Cancel a Transfer by its ID.

As the api itself returns a 204 on success this function returns nothing in the successful case and will raise an exception in any other case.

Parameters:

  • account_id (Union[UUID, str]) – The ID of the Account which has the Transfer to be canceled.

  • transfer_id (Union[UUID, str]) – The ID of the Transfer to cancel.