The best way to access this information would be to go to the core and get the data directly, for most cores this requires creating a custom Coreflow. While cPFM does look at that data, it isn't readily accessible from the SDK.
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HSA/IRA Usage Graphs
Hi All - How are you utilizing add-on tech to allow for customers to track their contributions and distributions for IRAs and HSAs within online banking? Are you utilizing cPFM and just having the customer look at that specific account? If you are utilizing something else can they look back on information for the previous year?
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4 years ago
4 years ago
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