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Financial Data Exchange

From EverybodyWiki Bios & Wiki


The Financial Data Exchange (FDX) is a nonprofit working to unify the banking industry on an interoperable, royalty-free standard to control authorization of and access to client data.[1] FDX supports an Application programming interface (API), called the FDX API.[2] FDX is initially focused on the US and Canada, but many of its members are global, so FDX anticipates becoming a global standard.[3]

More than 200 financial industry organizations are members of FDX, and over 32 million consumer accounts use the API.[4]

Implementations

Express Web Connect + (EWC+) by Quicken

One example of an FDX implementation, called Express Web Connect + (EWC+), is replacing previous interfaces for transfer of customer data between banks and personal devices in Quicken. After a customer validates themselves to the bank, the FDX API issues a token to an authorized aggregator (e.g., Quicken) to use for a limited period of time, removing the need for the aggregator to store the customer's identification credentials.[5]

Chase is transitioning to FDX/EWC+ with Quicken as of summer 2022, with final transition planned for the end of September 2022.[6][7]

Many Quicken users have reported and continue to report issues with the transition to EWC+, although customers do not have enough insight into the transition process to know whether the problems are related to FDX, EWC+, the bank, Quicken, or other factors.[8]

References

  1. "What is the Financial Data Exchange (FDX)?". Financial Data Exchange. Retrieved 14 August 2022.
  2. "What data standard does FDX support?". Financial Data Exchange. Retrieved 14 August 2022.
  3. "Is FDX a global organization and how will it interact with other global data standard consortia?". FDX. Retrieved 14 August 2022.
  4. "Financial Data Exchange (FDX) Reports 32 Million Consumer Accounts Use FDX API to Power Open Banking and Open Finance". Financial Data Exchange. Retrieved 14 August 2022.
  5. "My explanation of the different term/services that Quicken has provides and provided in the past". Quicken. Retrieved 14 August 2022.
  6. "Messages about Chase account connection updates". Quicken. Retrieved 14 August 2022.
  7. "Why am I receiving a message about my Chase accounts?". Quicken. Retrieved 14 August 2022.
  8. "Copy of Letter from Quicken CEO 12-3-2021 (Schwab Issue and etc.)". Quicken. Retrieved 14 August 2022.

External links

  •  Financial Data Exchange [1]


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