Get a hosted onboarding link for an originator
One step with Plaid. We can help you get access.
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Get a hosted onboarding link for an originator
with Plaid
Use Plaid: its The Plaid API lets you get a hosted onboarding link for an originator in a single step (POST /transfer/questionnaire/create). capabilities.work can help you get signed up and connected.
- How do I send an originator to a Plaid-hosted form for their due diligence?
- Where does the originator land after finishing the onboarding questionnaire?
Say it to your AI assistant
- Create an onboarding questionnaire URL for originator {originator_client_id} returning to {redirect_uri}.
- Generate the hosted due diligence page for {originator_client_id}, redirecting to {redirect_uri}.
For your developer
POST /transfer/questionnaire/create in The Plaid API. Full spec on APIs.io.