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Statements

  • We have made improvements to our Statements feature for ledger customers.
    • In transaction descriptions, we have replaced “ACH Credit” with “ACH Withdrawal” and “ACH Debit” with “ACH Deposit” to clearly indicate the direction of the transaction.
    • “ACH Withdrawal” signifies that money came out of the account, while “ACH Deposit” signifies that money was put into the account.
Please note that this change is backwards-incompatible.

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1099-INT Generation Feature

  • We have improved our 1099-INT generation feature.
    • Ledger customers now have the ability to create and file corrected 1099s if the initial 1099-INT filing contained incorrect information.
    • This can be done by posting to the same endpoint.
    • To learn more about 1099-INT generation and corrections, please visit our API Reference page.

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KYC Endpoints

  • We have added new parameters (provider,provider_full, and provider_result) to our KYC endpoint.
  • These parameters are used to define the name of the third-party KYC provider for person or business applications.
Third-party KYC evaluation submission is currently only available to certain organizations.
  • To confirm its availability for your organization, please contact your Treasury Prime Account Manager.
  • For more information, please visit our KYC API Reference page.