Activate your API key via your account settings.
Inside CashDeck, go to Your Account, Settings, External Apps.
2. Click Enable and copy the API Key ID so it's ready to paste.
Once you have your API key, head over to BrokerEngine, and sign in.
When you are signed in, click on Menu > Integrations > then choose CashDeck. Paste your API key into the API key field.
OPTION - Days to Sync
You can default the number of days you want your statement request link to work over i.e. 60, 90, 180 or 365 days are popular choices. Anything < 365 days is supported.
OPTION - User Chooses Accounts
If this option is ticked, your clients will be able to select which accounts they share and which accounts they don't share with you. This can be very useful where your clients have access to accounts that you don't need as part of your loan application i.e. business accounts etc. Not ticking this option means data for all accounts logged into will be retrieved.
That's it, you are all done!
Check out this article from BrokerEngine for more details on how to set things up inside BrokerEngine.