Chase Account and Customer Information API

FDX-aligned API that allows authorized data recipients to securely retrieve account and customer information for Chase customers. Supports account profiles, balances, transactions, statements, and customer details using OAuth 2.0 with FDX consent flows.

OpenAPI Specification

chase-account-and-customer-information-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Chase Account and Customer Information API
  description: >-
    FDX-aligned API for retrieving Chase customer account information,
    balances, transactions, statements, and tax forms with explicit
    customer consent.
  version: '5.2'
  contact:
    name: Chase Developer Support
    url: https://developer.chase.com/support
externalDocs:
  description: Account and Customer Information API Guide
  url: https://developer.chase.com/products/aggregation-fdx/guides/using-the-account-and-customer-information-api/
servers:
  - url: https://api.chase.com/aggregation/fdx
    description: Chase FDX Aggregation Production
tags:
  - name: Accounts
  - name: Transactions
  - name: Statements
  - name: Tax Forms
  - name: Customers
security:
  - oauth2: []
paths:
  /accounts:
    get:
      operationId: listAccounts
      summary: List accessible accounts
      tags: [Accounts]
      responses:
        '200':
          description: Accounts list
  /accounts/{accountId}:
    get:
      operationId: getAccount
      summary: Get account details
      tags: [Accounts]
      parameters:
        - name: accountId
          in: path
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Account details
  /accounts/{accountId}/transactions:
    get:
      operationId: listAccountTransactions
      summary: List account transactions
      tags: [Transactions]
      parameters:
        - name: accountId
          in: path
          required: true
          schema:
            type: string
        - name: startTime
          in: query
          schema:
            type: string
            format: date-time
        - name: endTime
          in: query
          schema:
            type: string
            format: date-time
      responses:
        '200':
          description: Transactions list
  /accounts/{accountId}/statements:
    get:
      operationId: listStatements
      summary: List account statements
      tags: [Statements]
      parameters:
        - name: accountId
          in: path
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Statements list
  /accounts/{accountId}/tax-forms:
    get:
      operationId: listTaxForms
      summary: List tax forms for an account
      tags: [Tax Forms]
      parameters:
        - name: accountId
          in: path
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Tax forms list
  /customers/current:
    get:
      operationId: getCurrentCustomer
      summary: Get the current authenticated customer
      tags: [Customers]
      responses:
        '200':
          description: Customer profile
components:
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://api.chase.com/oauth2/authorize
          tokenUrl: https://api.chase.com/oauth2/token
          scopes:
            accounts.read: Read account data
            transactions.read: Read transactions
            statements.read: Read statements
            tax-forms.read: Read tax forms
            customers.read: Read customer profile