Jiko Customer API (Version: fd60d28d)

Copy

• Copy for LLM

  Copy page as Markdown for LLMs
• View as Markdown

  Open this page as Markdown
• Open in ChatGPT

  Get insights from ChatGPT
• Open in Claude

  Get insights from Claude
• Connect to Cursor

  Install MCP server on Cursor
• Connect to VS Code

  Install MCP server on VS Code

Use this endpoint to fetch Agreements specific to your institution and Jiko.

Use these endpoints to view Events.

Use these endpoints for interacting with Notifications.

Use these endpoints to create, view, and manage Subscriptions. Subscriptions provide Partners with the ability to subscribe to Events. Once subscribed, Events will be sent to the specified URL.

Use these endpoints to retrieve monthly statements for bank and brokerage accounts.

Use these endpoints to view and manage details for a Team and its members.

Use these endpoints to view Trades, or transactions related to the buying and selling of T-bills, within the brokerage account component of Jiko Pockets.

Use these endpoints to create and view Portals. Portals allow third-party financial institutions to initiate ACH and wire transfers. A Portal consists of a routing and an account number. Multiple Portals can be created for a single Pocket.

Use these endpoints to manage Dual Authorization for Tranfer Requests.

Use these endpoints to view and manage personal details for a Customer.

Use these endpoints to view User information.

Use this endpoint to view, create and manage Business Applications.

Use this endpoint to upload a document associated with a specific document ID. Useful for providing supporting documents for verification purposes.

Use these endpoints to view Pocket information. Jiko Pockets consist of a bank account and a brokerage account. When funds are deposited into a Pocket, they're immediately invested in T-bills.

Use these endpoints to see available trading strategies applicable to a Pocket.