View and verify existing assets
Validate state assets in-real time using bank verification
Existing Assets Overview

Getting the right picture about client assets can be difficult. Client's forget assets at one institution or overstate those at another, so we've come up with the best way to verify client assets with the bank in real time.

Verify Stated Assets
Avoid back and forth with clients and get the facts when it comes to cash and other investments on hand.

Compare against liabilities
Retrieve the information about assets along with the list of loans and payroll for a complete picture of a client's financial standing.

Asset Age
Knowing the age of assets can be particularly important for Insurers, Lenders and Investment Managers.
Provider Comparison
  Flinks Plaid Helium
Minimum Pricing $500 CAD or more $500 USD or more Free to start
API Access Days to weeks Over 48h Instant access
Integration Support Extra Paid Service No support Free included support
Client Support Never Not Offered Yes, clients can reach out to us directly
Cost Expensive Very Expensive Less than the other guys
Supported Institutions Just 10 Only 20 Over 99% of clients in Canada
API Access for all features are included in your account
Asset data provides insight

We inspect the complete account, providing you with the details of each asset and type found

For Unregistered Accounts
  Checking, Savings and GIC accounts
  Margin or Cash Accounts
  Balances included

For Registered Accounts
  RRSP, TFSA and RESP accounts
  View contribution roob
  View past withdrawls
Asssets Found
Desc. Balance Type Last Updated
Checking $1.482.48 Checking Oct 9th at 2:11 p.m.
Savings -$50.32 Savings Oct 14th at 3:22 p.m.
My Retirement $8,938.23 RRSP Oct 24th at 4:00 p.m.
My House $128,382.33 Mortgage Oct 28th at 9:38 a.m.

Asset Details
Check Ratio 12.03, 366 Days available
Total Value $398,332.50
28 Day Gain / Loss + $3,950.33
Volaitlity Index 0.89 (Very Stable)
Part of the complete suite








Photo ID

All our API's are available to you in the same account for the same price. Find them all from your dashboard.
Integrate and get started quickly
We get it. It's hard to integrate things.

Choose from 3 different methods for integrating, with drop in JS or Simple Integration to complete backend for those looking for a more customized solution. All options are included with your API access so you can change your mind after.
Simple Quickstart
Zero configuration drop in iFrame, Emails or Portal to get your started

  Quick to implement
  Email links to clients
  Everything is integrated
  No libraries or server load
Quickstart JS API
Include a code snippet to get up and running in minutes

  Drop in code snippet
  Specify where to show
  Asyncrounous server calls
  Flexible design CSS
Access using HTTPS directly by your backend or in-house software

  Design your own UI
  Use with in-house backend services
  Programming samples included
  Access raw data
Signup for the starter package and get $1,000 in free calls.

Limited time offer for new clients only. Value based on 1k x $1.00 calls, to the Bank Authorization API.
Instant Access
Get your API Access Key and get complete online documentation to have your application up and running in minutes.
Easy Integration
Drop in frameworks make it quick and easy to get started. Choose from JS, iFrame or Direct API integrations.
No Pre-payment
Some providers require you to pre-pay up front hundreds or thousands of dollars. With us you only pay for what you use at the end of the month.
Gain access to the suite of verification API's in minutes

How to get started

It's easy to start integrating with Existing Assets today. You can request a new API Access Key and get your product or service using our API's in minutes.

API access includes

  Registered & Unregisted Accounts
  Last Balance
  Last Updated
  Account Types
  Gain and Loss

View the complete Existing Assets reference in the API Documentation

API Docs Quickstart

Get in touch with an integration specialist
We're here with you 7 days a week from 9am to 11pm EST
Give us a call at 1-855 6-Helium (643-5486) or email us at

  Estimate integration time
  Help you choose the right products
  Information on pricing

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