Set Up Investments

Investments is a Flinks solution that allows your customers to securely connect their investment accounts so they can access their wealth and investments data in your website or app. Complete the following steps to set up Investments:

  1. Install and configure Flinks Connect.
  2. Set up your API connection.
  3. Ask your Flinks Representative to enable Investments in your Flinks Connect Integration.
  4. Set up your website or app to allow pop-ups to open. The Investments screen in Flinks Connect displays in a pop-up window and prompts the end-user to authenticate themselves by entering their login credentials.
  5. Set up your iframe URL parameters to specify the type of data that you'll be collecting.
  6. After the end-user's successfully connects their account, Flinks Connect provides a loginId that allows you to access the data connected for that particular user through our APIs. Save the loginId by securely storing it in your servers. Do not make a loginId public.
  7. Optionally, keep track of each user's events in the iframe by setting up the Event Listener.
  8. Choose how you want to receive Investments data (by API connection or automatically through Webhooks), then set it up.
  9. When everything is set up correctly and working as expected, go to production.