View Accounts

Fondy provides powerful tools for viewing and managing your account details. Whether you need to access information for a single account or an overview of multiple accounts, the View Account Details and View All Accounts features ensure transparency and control over your financial operations.

View Account Details

The View Account Details feature allows users to retrieve comprehensive information about individual accounts. This includes essential details like account type, status, currency, and transaction history.

Step-by-Step Guide to Viewing Account Details

1. Access the Account Dashboard

   • Log in to your account dashboard using your credentials.
   • Navigate to the Account section and select View Account Details.

2. Retrieve Account Information

   • Click on View Account Details to display detailed account information, such as:
     • Business name and contact details;
     • Account status (e.g., Active, Pending, Suspended);
     • Transaction history;
     • Billing and payment details;
     • User roles and permissions.

3. Updating Information

   • Use the Edit or Update buttons adjacent to the relevant fields to update account details.
   • Save your changes to ensure your account information remains current.

4. Download and Export Data

   • Export account details and transaction history in formats like CSV, PDF, or Excel for record-keeping or analysis.

Additional Information

• Endpoint: /accounts/{account_id}
  • Description: Retrieve detailed information about a specific account, including balance and associated details.
  • Use Case Example: Check the status and transaction history of an account to ensure all operations are running smoothly.
• Key Details Available
  • Account name;
  • IBAN/Sort Code & account number;
  • Account balance;
  • Account type and status;
  • For Wallets: Includes Master Account ID and wallet business reference.

View All Accounts

The View All Accounts feature provides an easy way to manage and monitor multiple accounts in one place. Gain comprehensive insights into your financial landscape, including account names, IBAN/Sort Codes, balances, and statuses.

Step-by-Step Guide to Viewing All Accounts

1. Access the Account Overview

   • Log in to your primary account dashboard.
   • Navigate to the Accounts section and select View All Accounts.

2. Account List Display

   • A list of all your linked accounts will appear, showing essential details like:
     • Account names;
     • Statuses (Active, Pending, Suspended);
     • Key contact information.

3. Detailed Account Information

   • Click on any account to view more detailed information, including:
     • Business details;
     • Transaction history;
     • User roles and permissions.

4. Sorting and Filtering

   • Use sorting options to organize accounts by criteria such as name, status, or creation date.
   • Apply filters to narrow the list based on parameters like account type or business type.

Additional Details

• Endpoint: /accounts/
  • Description: Retrieve a complete list of all existing accounts, including balances and associated details.
  • Use Case Example: Get a comprehensive list of balances for all user-held accounts.
• Key Features of Wallet Details
  • Includes Master Account ID and wallet business reference for each Wallet account.