# Q2Helix Documentation

> The Q2 Helix API gives developers the ability to incorporate real FDIC-insured savings and/or checking accounts into their applications.

## Guides: Welcome
- [Overview](https://docs.helix.q2.com/docs/overview-1.md)
- [Frequently Asked Questions](https://docs.helix.q2.com/docs/frequently-asked-questions.md)

## Guides: API Objects
- [Overview](https://docs.helix.q2.com/docs/objects-overview.md)
- [Account](https://docs.helix.q2.com/docs/account.md)
  - [Goals and SubAccounts](https://docs.helix.q2.com/docs/goals-and-subaccounts.md)
  - [Account Limit](https://docs.helix.q2.com/docs/account-limit.md)
  - [Stop Pay](https://docs.helix.q2.com/docs/stop-pay.md)
- [Bank Document](https://docs.helix.q2.com/docs/bank-document.md)
- [Card](https://docs.helix.q2.com/docs/card.md)
  - [Card Limits](https://docs.helix.q2.com/docs/card-limits.md)
- [Card Control](https://docs.helix.q2.com/docs/card-controls.md)
- [Customer](https://docs.helix.q2.com/docs/customer.md)
- [Customer Due Diligence](https://docs.helix.q2.com/docs/customer-due-diligence.md)
  - [Due Diligence Category](https://docs.helix.q2.com/docs/due-diligence-category.md)
  - [Due Diligence Question](https://docs.helix.q2.com/docs/due-diligence-question.md)
  - [Due Diligence Choice](https://docs.helix.q2.com/docs/due-diligence-choice.md): A choice for an onboarding question.
  - [Due Diligence Answer](https://docs.helix.q2.com/docs/due-diligence-answer.md)
  - [Due Diligence Selected Choice](https://docs.helix.q2.com/docs/due-diligence-selected-choice.md)
- [Customer Beneficiary](https://docs.helix.q2.com/docs/customer-beneficiary.md)
- [Customer Document](https://docs.helix.q2.com/docs/customer-document.md)
- [Customer Relationship](https://docs.helix.q2.com/docs/customer-relationship.md)
- [External Account](https://docs.helix.q2.com/docs/external-account.md)
  - [Verifying External Accounts](https://docs.helix.q2.com/docs/verifying-external-accounts.md)
- [External Account Document](https://docs.helix.q2.com/docs/external-account-document.md)
- [Fee](https://docs.helix.q2.com/docs/fee.md)
- [Program](https://docs.helix.q2.com/docs/program.md)
- [Statement](https://docs.helix.q2.com/docs/statement.md)
- [Transaction](https://docs.helix.q2.com/docs/transaction.md)
  - [Transaction Types](https://docs.helix.q2.com/docs/transaction-types.md)
- [Transfer](https://docs.helix.q2.com/docs/transfer.md)
  - [Transfer Response](https://docs.helix.q2.com/docs/transfer-response.md)
  - [Transfer Timeline](https://docs.helix.q2.com/docs/transfer-timeline.md)
- [Additional Objects](https://docs.helix.q2.com/docs/additional-objects.md)
  - [Address](https://docs.helix.q2.com/docs/address.md)
  - [Bin](https://docs.helix.q2.com/docs/bin.md)
  - [Customer Note](https://docs.helix.q2.com/docs/customer-note.md)
  - [Deposit Availability](https://docs.helix.q2.com/docs/deposit-availability.md)
  - [Check](https://docs.helix.q2.com/docs/check.md)
  - [Digital Wallet Token](https://docs.helix.q2.com/docs/digital-wallet-token.md)
  - [Fee Detail](https://docs.helix.q2.com/docs/fee-detail.md)
  - [File Content](https://docs.helix.q2.com/docs/file-content.md)
  - [Industry Classification Code](https://docs.helix.q2.com/docs/industry-classification-code.md)
  - [Interest Rate](https://docs.helix.q2.com/docs/interest-rate.md)
  - [Limit](https://docs.helix.q2.com/docs/limit.md)
  - [Phone](https://docs.helix.q2.com/docs/phone.md)
  - [Product](https://docs.helix.q2.com/docs/product.md)

## Guides: Process Guides
- [Debit cards](https://docs.helix.q2.com/docs/debit-card-process.md)
  - [Debit card issuance](https://docs.helix.q2.com/docs/debit-card-issuance.md)
  - [Debit card maintenance](https://docs.helix.q2.com/docs/debit-card-maintenance.md)

## Guides: Batch Processing via SFTP
- [Overview](https://docs.helix.q2.com/docs/sftp-overview.md)
  - [Account Balance File](https://docs.helix.q2.com/docs/account-balance-file.md)
  - [ACH Transaction File](https://docs.helix.q2.com/docs/ach-transaction-file.md)
  - [Admin Activity Files](https://docs.helix.q2.com/docs/admin-activity-files.md)
  - [Archived Customer Extract File](https://docs.helix.q2.com/docs/archived-customer-extract-file.md)
  - [Bulk Account Close Process](https://docs.helix.q2.com/docs/bulk-account-close-process.md)
  - [Bulk Account Lock Process](https://docs.helix.q2.com/docs/bulk-account-lock-process.md)
  - [Bulk Account Unlock Process](https://docs.helix.q2.com/docs/bulk-account-unlock-process.md)
  - [Bulk Transfer Process](https://docs.helix.q2.com/docs/bulk-transfer-process.md)
  - [Card Status File](https://docs.helix.q2.com/docs/card-status-file.md)
  - [Card Transaction File](https://docs.helix.q2.com/docs/card-transaction-file.md)
  - [Customer Account Access File](https://docs.helix.q2.com/docs/customer-account-access-file.md)
  - [Customer File](https://docs.helix.q2.com/docs/customer-file.md)
  - [Customer Beneficiary File](https://docs.helix.q2.com/docs/customer-beneficiary-file.md)
  - [Customer Registration File](https://docs.helix.q2.com/docs/customer-registration-file.md)
  - [Debit Card Event Notification File](https://docs.helix.q2.com/docs/card-event-notification-file.md)
  - [Event Notification File](https://docs.helix.q2.com/docs/event-notification-file.md)
  - [External Account File](https://docs.helix.q2.com/docs/external-account-file.md)
  - [Posted Transaction File](https://docs.helix.q2.com/docs/posted-transaction-file.md)
  - [Recurring Contribution Process](https://docs.helix.q2.com/docs/recurring-contribution-process.md)
  - [Statement Event Notification File](https://docs.helix.q2.com/docs/statement-event-notification-file.md)
  - [Trial Balance File](https://docs.helix.q2.com/docs/trial-balance-file.md)

## Guides: Realtime Events
- [Overview](https://docs.helix.q2.com/docs/realtime-events-overview.md)
- [Design Considerations](https://docs.helix.q2.com/docs/design-considerations.md)
- [Property Glossary](https://docs.helix.q2.com/docs/property-glossary.md): Defines aliases and properties that can appear in realtime event payloads.
- [Event Types](https://docs.helix.q2.com/docs/event-types.md)
- [Payload Types](https://docs.helix.q2.com/docs/payload-types.md)
  - [Common Payload](https://docs.helix.q2.com/docs/common-payload.md)
  - [Customer Account Deposit Payload](https://docs.helix.q2.com/docs/customer-account-deposit-payload.md)
  - [Customer Account Transfer Payload](https://docs.helix.q2.com/docs/customer-account-transfer-payload.md)
  - [Customer Account Withdrawal Payload](https://docs.helix.q2.com/docs/customer-account-withdrawal-payload.md)
  - [Transaction Modified Payload](https://docs.helix.q2.com/docs/transaction-modified-payload.md)
  - [Account Modified Payload](https://docs.helix.q2.com/docs/account-modified-payload.md)
  - [Program Account Deposit Payload](https://docs.helix.q2.com/docs/program-account-deposit-payload.md)
  - [Program Account Withdrawal Payload](https://docs.helix.q2.com/docs/program-account-withdrawal-payload.md)
  - [Debit Card Deposit Payload](https://docs.helix.q2.com/docs/debit-card-deposit-payload.md)
  - [Debit Card Transfer Payload](https://docs.helix.q2.com/docs/debit-card-transfer-payload.md)
  - [Debit Card Withdrawal Payload](https://docs.helix.q2.com/docs/debit-card-withdrawal-payload.md)
  - [Debit Card Withdrawal Authorization Payload](https://docs.helix.q2.com/docs/debit-card-withdrawal-authorization-payload.md)
  - [Debit Card Declined Payload](https://docs.helix.q2.com/docs/debit-card-declined-payload.md)
  - [Debit Card Account Balance Inquiry Payload](https://docs.helix.q2.com/docs/debit-card-account-balance-inquiry-payload.md)
  - [Debit Card Deposit Reversal Payload](https://docs.helix.q2.com/docs/debit-card-deposit-reversal-payload.md)
  - [Debit Card Transfer Reversal Payload](https://docs.helix.q2.com/docs/debit-card-transfer-reversal-payload.md)
  - [Debit Card Withdrawal Reversal Payload](https://docs.helix.q2.com/docs/debit-card-withdrawal-reversal-payload.md)
  - [Debit Card Withdrawal Authorization Reversal Payload](https://docs.helix.q2.com/docs/debit-card-withdrawal-authorization-reversal-payload.md)
  - [Check Deposit Authorization Payload](https://docs.helix.q2.com/docs/check-deposit-authorization-payload.md)
  - [Check Deposit Payload](https://docs.helix.q2.com/docs/check-deposit-payload.md)
  - [Check Deposit Reversal Payload](https://docs.helix.q2.com/docs/check-deposit-reversal-payload.md)
  - [Check Withdrawal Payload](https://docs.helix.q2.com/docs/check-withdrawal-payload.md)
  - [Check Withdrawal Authorization Payload](https://docs.helix.q2.com/docs/check-withdrawal-authorization-payload.md)
  - [Deposit Availability Payload](https://docs.helix.q2.com/docs/deposit-availability-payload.md)
  - [Digital Wallet Token Payload](https://docs.helix.q2.com/docs/digital-wallet-token-payload.md)
  - [Bank Hold Payload](https://docs.helix.q2.com/docs/bank-hold-payload.md)
  - [Check Return Payload](https://docs.helix.q2.com/docs/check-return-payload.md)
  - [Falcon Message Payload](https://docs.helix.q2.com/docs/falcon-message-payload.md)
  - [Manual Review Document Requested Payload](https://docs.helix.q2.com/docs/manual-review-document-requested-payload.md)
  - [Check Deposit Authorization Reject Payload](https://docs.helix.q2.com/docs/check-deposit-authorization-reject-payload.md)
  - [Age Of Majority Reached Payload](https://docs.helix.q2.com/docs/age-of-majority-reached-payload.md)
  - [Card Renewal Payload](https://docs.helix.q2.com/docs/card-renewal-payload.md)
  - [Stop Payments Payload](https://docs.helix.q2.com/docs/stop-payments-payload.md)
  - [Notification of Change Payload](https://docs.helix.q2.com/docs/notification-of-change-payload.md)
  - [Visa DPS Risk Factor Payload](https://docs.helix.q2.com/docs/visa-dps-risk-factor-payload.md)
  - [Card Modified Payload](https://docs.helix.q2.com/docs/card-modified-payload.md)
  - [Visa DPS Fraud Text Alerts Payload](https://docs.helix.q2.com/docs/visa-dps-fraud-text-alerts-payload.md)
  - [Account Dormancy Payload](https://docs.helix.q2.com/docs/account-dormancy-payload.md)
  - [In Auth Payload](https://docs.helix.q2.com/docs/in-auth-payload.md)
  - [Fee Transactions Payload](https://docs.helix.q2.com/docs/fee-transactions-payload.md)
  - [Modified Customer Address Payload](https://docs.helix.q2.com/docs/modified-customer-address-payload.md)
  - [Modified Customer Contact Information Payload](https://docs.helix.q2.com/docs/modified-customer-contact-information-payload.md)

## API Reference: Getting Started
- [Authentication](https://docs.helix.q2.com/reference/authentication.md)
- [Environments](https://docs.helix.q2.com/reference/environments.md)
  - [Environment Differences](https://docs.helix.q2.com/reference/environment-differences.md)
  - [Test Connectivity](https://docs.helix.q2.com/reference/test-connectivity.md)
- [Request and Response](https://docs.helix.q2.com/reference/requestresponse.md)
  - [Versioning](https://docs.helix.q2.com/reference/versioning.md)
  - [Data Format Guidelines](https://docs.helix.q2.com/reference/data-format-guidelines.md)
  - [Property Naming Guidelines](https://docs.helix.q2.com/reference/property-naming-guidelines.md)
  - [Rate Limiting](https://docs.helix.q2.com/reference/rate-limiting.md)
  - [Status Codes](https://docs.helix.q2.com/reference/status-codes.md)
  - [Response Format](https://docs.helix.q2.com/reference/response-format.md)
- [Errors](https://docs.helix.q2.com/reference/errors.md)
  - [Error Code Ranges](https://docs.helix.q2.com/reference/error-code-ranges.md)
  - [Common Error Codes](https://docs.helix.q2.com/reference/common-error-codes.md)
- [Quickstart](https://docs.helix.q2.com/reference/quickstart.md)

## API Reference: Helix API
- Account
  - [Create an account](https://docs.helix.q2.com/reference/accountcreate.md): Create a new account for a customer. See <a href="https://docs.helix.q2.com/docs/account" target="_blank">account object definition</a> for parameter details.
  - [Get an account](https://docs.helix.q2.com/reference/accountget.md): Retrieve a single account for the given `customerId` and `accountId`.
  - [Get an account via tag](https://docs.helix.q2.com/reference/accountgetbytag.md): Retrieve a single account for the given `customerId` and `tag`.
  - [List accounts](https://docs.helix.q2.com/reference/accountlist.md): Retrieve all accounts for the given `customerId`. Accounts with `status=Closed` may disappear from this list after a period of time no shorter than 32 days.
  - [Update an account](https://docs.helix.q2.com/reference/accountupdate.md): See <a href="https://docs.helix.q2.com/docs/account" target="_blank">account object definition</a> for parameter details.
  - [Lock an account](https://docs.helix.q2.com/reference/accountlock.md): Lock an account. Most locks can be reversed by calling [/account/unlock](https://docs.helix.q2.com/reference/accountunlock). Please check the…
  - [Unlock an account](https://docs.helix.q2.com/reference/accountunlock.md): The following matrix details when this call will succeed or fail  | Current lockTypeCode | Current lockReasonTypeCode | Result | | -------------------- | -------------------------- | ------ | | `CST`…
  - [Close an account](https://docs.helix.q2.com/reference/accountclose.md): Close an account. If the account balance is greater than $0 or any interest is owed on the account those amounts are calculated and a <a href="https://docs.helix.q2.com/docs/transaction"…
- Account - Entitlement
  - [Add an entitlement](https://docs.helix.q2.com/reference/accountaddentitlement.md): Grant business account access to a customer related to the business.
  - [List Entitlements](https://docs.helix.q2.com/reference/accountlistentitlements.md): Retrieve all entitlements for a business account.
  - [Edit an entitlement](https://docs.helix.q2.com/reference/accounteditentitlement.md): Edit existing business account access for a customer related to the business.
  - [Remove an entitlement](https://docs.helix.q2.com/reference/accountremoveentitlement.md): Remove a customer's access to a business account.
- Account - Hold
  - [Place a hold](https://docs.helix.q2.com/reference/accountplacehold.md): Place an indefinite hold on funds in a customer's account. Can be reversed by calling [/account/releaseHold](https://docs.helix.q2.com/reference/accountreleasehold).
  - [Release a hold](https://docs.helix.q2.com/reference/accountreleasehold.md): Release a hold on funds (created via [/account/placeHold](https://docs.helix.q2.com/reference/accountplacehold)) in a customer's account.
- Account - Limit
  - [Set account limit(s)](https://docs.helix.q2.com/reference/accountlimitset.md): Set or update one or more account limits.
  - [List account limits](https://docs.helix.q2.com/reference/accountlimitlist.md): Retrieve all account limits for the given `customerId` and `accountId`.
  - [Delete account limit(s)](https://docs.helix.q2.com/reference/accountlimitdelete.md): Delete one or more account limits set via <a href="https://docs.helix.q2.com/reference/accountlimitset" target="_blank">/account/limit/set</a>.
- Account - Stop Pay
  - [Create check stop pay](https://docs.helix.q2.com/reference/accountstoppaycreatecheckstoppay.md): See <a href="https://docs.helix.q2.com/docs/stop-pay" target="_blank">stopPay object definition</a> for parameter details.
  - [List stop pays](https://docs.helix.q2.com/reference/accountstoppaylist.md): Retrieve a list of stop pays for a given customer and account. Maximum date range is 30 days.
  - [Expire a stop pay](https://docs.helix.q2.com/reference/accountstoppayexpire.md): See <a href="https://docs.helix.q2.com/docs/stop-pay" target="_blank">stopPay object definition</a> for parameter details.
- Account Beneficiary
  - [Add account beneficiary](https://docs.helix.q2.com/reference/accountbeneficiaryadd.md): Add a beneficiary to an <a href="https://docs.helix.q2.com/docs/account" target="_blank">account</a>. See <a href="https://docs.helix.q2.com/docs/account-beneficiary"…
  - [Edit account beneficiary](https://docs.helix.q2.com/reference/accountbeneficiaryedit.md): Edit a beneficiary designation for a given <a href="https://docs.helix.q2.com/docs/account" target="_blank">account</a>. See <a href="https://docs.helix.q2.com/docs/account-beneficiary"…
  - [Get an account beneficiary](https://docs.helix.q2.com/reference/accountbeneficiaryget.md): Get a beneficiary for a given account
  - [List account beneficiaries](https://docs.helix.q2.com/reference/accountbeneficiarylist.md): List all beneficiaries for a given account
  - [Remove account beneficiary](https://docs.helix.q2.com/reference/accountbeneficiaryremove.md): Remove a beneficiary designation for a given account
  - [Replace account beneficiary collection](https://docs.helix.q2.com/reference/accountbeneficiaryreplace.md): Replaces the entire set of beneficiaries for the given customer and account with the collection provided. Saving an empty collection deactivates all existing active beneficiaries. See <a…
- Bank Document
  - [List bank documents](https://docs.helix.q2.com/reference/bankdocumentlist.md): Retrieve a list of all bank documents for the given `culture`.
  - [Download a bank document](https://docs.helix.q2.com/reference/bankdocumentdownload.md): Retrieve <a href="https://docs.helix.q2.com/docs/file-content" target="_blank">fileContent</a> for the given `culture` and `documentId`.
- Card
  - [Get a card](https://docs.helix.q2.com/reference/cardget.md): Retrieve card information by the given `customerId` and `cardId`.
  - [Update a card](https://docs.helix.q2.com/reference/cardupdate.md): See <a href="https://docs.helix.q2.com/docs/card" target="_blank">card object definition</a> for parameter details.
  - [Add an account to a card](https://docs.helix.q2.com/reference/cardaddaccount.md): Add an account to a card. Can be reversed by calling [/card/removeAccount](https://docs.helix.q2.com/reference/cardremoveaccount). The `customerId` attempting to add the account must have an…
  - [Reprioritize an account on a card](https://docs.helix.q2.com/reference/cardreprioritizeaccount.md): Update the order in which accounts are displayed when a <a href="https://docs.helix.q2.com/docs/card" target="_blank">card</a> is used at an ATM. For more details see <a…
  - [Remove an account from a card](https://docs.helix.q2.com/reference/cardremoveaccount.md): Removes an account from a card. Can be reversed by calling [/card/addAccount](https://docs.helix.q2.com/reference/cardaddaccount).  The `customerId` attempting to remove the account must have an…
  - [Create a digital card](https://docs.helix.q2.com/reference/cardcreatedigital.md): Create a new card in `Verified` status that is instantly available for use in mobile wallets. Cards created through this endpoint will have `isDigitalOnly` property set to `true` whenever retrieved…
  - [Order a physical card](https://docs.helix.q2.com/reference/cardorderphysical.md): Order a physical card for an existing digital card with single PAN dual issuance.
  - [Lock a card](https://docs.helix.q2.com/reference/cardlock.md): Lock a card. Most locks can be reversed by calling [/card/unlock](https://docs.helix.q2.com/reference/cardunlock). Please check the [/card/unlock](https://docs.helix.q2.com/reference/cardunlock)…
  - [Initiate a card](https://docs.helix.q2.com/reference/cardinitiate.md): Initiate a request to create a new card and mail it to a customer. See <a href="https://docs.helix.q2.com/docs/card" target="_blank">card object definition</a> for parameter details.
  - [Verify a card](https://docs.helix.q2.com/reference/cardverify.md): Verify a customer has received a physical card and activate it for use.
  - [Get a card via tag](https://docs.helix.q2.com/reference/cardgetbytag.md): Retrieve card information by the given `customerId` and `tag`.
  - [List cards](https://docs.helix.q2.com/reference/cardlist.md): Retrieve all card information for the given `customerId`.
  - [Unlock a card](https://docs.helix.q2.com/reference/cardunlock.md): Unlock a card by the Helix-assigned `cardId`.
  - [Hotlist (permanently lock) a card](https://docs.helix.q2.com/reference/cardhotlist.md): Permanently locks a card and sets `lockTypeCode=CST`.
  - [Reset a card pin](https://docs.helix.q2.com/reference/cardresetpin.md): Create a request to reset the PIN for a card.
  - [Renewal override](https://docs.helix.q2.com/reference/cardrenewaloverride.md): Override the base Helix card renewal eligibility criteria during a card's renewal period. A card's renewal period begins on the first day of the prior month of the card's expiration and ends the day…
  - [Reissue a card](https://docs.helix.q2.com/reference/cardreissue.md): Reissue a card due to damage, loss, theft, fraud, compromise, name change, or renewal.
  - [Archive a card](https://docs.helix.q2.com/reference/cardarchive.md): Archive a card by the Helix-assigned `cardId`.
  - [Verify a card by CVV](https://docs.helix.q2.com/reference/cardverifybycvv.md): Verify a card using the card verification value (CVV), expiration date, and optionally a requesting customer ID.
- Card - Fraud Text Alert
  - [Get fraud text enrollment status](https://docs.helix.q2.com/reference/cardfraudtextalertget.md): Retrieve fraud text enrollment status.
  - [Opt out of fraud texts](https://docs.helix.q2.com/reference/cardfraudtextalertoptout.md): Opt out of fraud text alerts for the given `cardId`.
- Card - Limit
  - [Get card limits](https://docs.helix.q2.com/reference/cardlimitget.md): Retrieve all card limits for the given `customerId` and `cardId`.
  - [Create a temporary card limit](https://docs.helix.q2.com/reference/cardlimittemporaryoverride.md): Allow temporary dollar limit increase requests (e.g., one-time large purchases, large ATM withdrawal) that are higher than standard program limits, but below program-defined limit group settings.
  - [Override default card limits](https://docs.helix.q2.com/reference/cardlimitoverride.md): Override default card limits for the given `customerId` and `cardId`.
  - [Reset card limits](https://docs.helix.q2.com/reference/cardlimitreset.md): Allow a semi-permanent card limit override (i.e., high risk, low risk customer) to be reset to default program limit values. This endpoint does not remove a temporary override.
- Card - Mock
  - [Simulate Falcon Fraud Message in sandbox environment](https://docs.helix.q2.com/reference/cardmockadminfalconfraud.md): Generate a mock Falcon messsage in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/event-types#falcon-message-events" target="_blank">Falcon Message real-time event</a>…
  - [Simulate ATM withdrawal in sandbox environment](https://docs.helix.q2.com/reference/cardmockwithdrawalcardcash.md): Generate a mock debit card ATM withdrawal transaction in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/transaction" target="_blank">transaction</a> with…
  - [Simulate withdrawal authorization in sandbox environment](https://docs.helix.q2.com/reference/cardmockwithdrawalpurchaseauthorize.md): Generate a mock debit card withdrawal authorization transaction in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/transaction" target="_blank">transaction</a> with…
  - [Simulate withdrawal settlement in sandbox environment](https://docs.helix.q2.com/reference/cardmockwithdrawalpurchasecomplete.md): Generate a mock debit card withdrawal settlement transaction in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/transaction" target="_blank">transaction</a> with…
  - [Simulate declined purchase authorization in sandbox environment](https://docs.helix.q2.com/reference/cardmockdeclinepurchaseauthorize.md): Generate a mock declined purchase authorization in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/event-types#debit-card-declined-events" target="_blank">Debit Card…
  - [Simulate purchase return in sandbox environment](https://docs.helix.q2.com/reference/cardmockdepositpurchasereturn.md): Generate a mock debit card purchase return transaction in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/transaction" target="_blank">transaction</a> with…
  - [Simulate purchase return reversal in sandbox environment](https://docs.helix.q2.com/reference/cardmockdepositpurchasereturnreversal.md): Generate a mock debit card merchandise return reversal transaction in sandbox. This endpoint will generate a <a href="https://docs.helix.q2.com/docs/transaction" target="_blank">transaction</a> with…
- Card - Provision
  - [Get VDE provisioning details](https://docs.helix.q2.com/reference/cardprovisioncarddetail.md): Retrieve VDE provisioning details for the given `cardId`.
  - [Provision to Apple Pay](https://docs.helix.q2.com/reference/cardprovisionapplepay.md): Get Apple Pay enrypted data for provisioning into Apple Pay Wallet.
  - [Provision to Google Pay](https://docs.helix.q2.com/reference/cardprovisiongooglepay.md): Get Google Pay enrypted data for provisioning into Google Pay Wallet.
- Card - Risk Factor
  - [Get card risk factors](https://docs.helix.q2.com/reference/cardriskfactorget.md): Get current risk factor data for a given `cardId`.
  - [Set card risk factors](https://docs.helix.q2.com/reference/cardriskfactorset.md): Initiate a cardholder base or override risk factor on a card for Stand Alone Fraud Management clients. The base and override risk factors must be defined in Risk Services Manager (RSM). An override…
- Card Control
  - [Create a card control](https://docs.helix.q2.com/reference/cardcontrolcreate.md)
  - [Get a card control](https://docs.helix.q2.com/reference/cardcontrolget.md): Retrieve card control information by the Helix-assigned `cardControlId`.
  - [Get a card control by tag](https://docs.helix.q2.com/reference/cardcontrolgetbytag.md): Retrieve card control information by the `tag` (unique identifier) specified when the card control was created.
  - [Archive a card control](https://docs.helix.q2.com/reference/cardcontrolarchive.md): Archive a card control by the Helix-assigned `cardControlId`.
  - [Archive a card control by tag](https://docs.helix.q2.com/reference/cardcontrolarchivebytag.md): Archive a card control by the `tag` (unique identifier) specified when the card control was created.
- Customer
  - [Create a customer](https://docs.helix.q2.com/reference/customercreate.md): Create a customer record. See <a href="https://docs.helix.q2.com/docs/customer" target="_blank">customer object definition</a> for parameter details. The parameters you are required to pass to Helix…
  - [Create a business customer](https://docs.helix.q2.com/reference/customercreatebusiness.md): Create a business customer record. See <a href="https://docs.helix.q2.com/docs/customer" target="_blank">customer object definition</a> for parameter details. The parameters you are required to pass…
  - [Create business application](https://docs.helix.q2.com/reference/customercreatebusinessapplication.md): Create a business credit application for the given `businessCustomerId`.
  - [Get a customer](https://docs.helix.q2.com/reference/customerget.md): Retrieve customer information by the Helix-assigned `customerId`.
  - [Get a customer via emailAddress](https://docs.helix.q2.com/reference/customergetbyemail.md): Retrieve customer information by the `emailAddress` specified during customer creation.
  - [Get a customer via tag](https://docs.helix.q2.com/reference/customergetbytag.md): Retrieve customer information by the `tag` specified during customer creation.
  - [List customers](https://docs.helix.q2.com/reference/customerlist.md): Retrieve all customers for your program. Results are ordered by `lastName` then `firstName`. Each customer object includes a `customerCount` property, which can be used with the `pageNumber` and…
  - [Search for customers](https://docs.helix.q2.com/reference/customersearch.md): Retrieve customer information by the given parameter(s). See <a href="https://docs.helix.q2.com/docs/customer" target="_blank">customer object definition</a> for parameter details. Results are…
  - [Update a customer](https://docs.helix.q2.com/reference/customerupdate.md): See <a href="https://docs.helix.q2.com/docs/customer" target="_blank">customer object definition</a> for parameter details.
  - [Update a customer address](https://docs.helix.q2.com/reference/customerupdateaddress.md)
  - [Set last contact](https://docs.helix.q2.com/reference/customersetlastcontact.md): Set the last contact date and type for the given `customerId`.
  - [Generate a customer token](https://docs.helix.q2.com/reference/customergeneratetoken.md): Retrieve the customer token for the given `customerId`. Only applicable if your program has customer-level authentication enabled.
  - [Make a customer note](https://docs.helix.q2.com/reference/customernote.md): Add notes to a customer record by the Helix-assigned `customerId`.
  - [List customer notes](https://docs.helix.q2.com/reference/customernoteslist.md): Retrieve all notes for the given `customerId`, including those added via Helix Admin Console or API.
  - [Archive a customer](https://docs.helix.q2.com/reference/customerarchive.md): Archive a customer by the Helix-assigned `customerId`.
  - [Update a customer address](https://docs.helix.q2.com/reference/customerupdateaddress-2.md): Update an address for the given `customerId` for address verification or manual review.
- Customer - Due Diligence
  - [List a customer's due diligence responses](https://docs.helix.q2.com/reference/customeranswerlist.md): Retrieve all due diligence answers for the given `customerId`.
  - [Submit a customer's due diligence answers](https://docs.helix.q2.com/reference/customeranswerpost.md): Create or update due diligence answers for the given `customerId`.
  - [Retrieves the list of security answers for a customer in a specified language](https://docs.helix.q2.com/reference/customersecurityanswerslist.md): See <a href="https://docs.helix.q2.com/docs/customer-security-answer#/customersecurityanswerinfo-object" target="_blank">customerSecurityAnswerInfo object definition</a> for parameter details.
- Customer Beneficiary
  - [Create a customer beneficiary](https://docs.helix.q2.com/reference/customerbeneficiarycreate.md): See <a href="https://docs.helix.q2.com/docs/customer-beneficiary" target="_blank">customerBeneficiary object definition</a> for parameter details.
  - [Get a customer beneficiary](https://docs.helix.q2.com/reference/customerbeneficiaryget.md): Retrieve customer beneficiary information by the given `customerId` and `customerBeneficiaryId`.
  - [List customer beneficiaries](https://docs.helix.q2.com/reference/customerbeneficiarylist.md): List all beneficiaries for a given customer
  - [Update a customer beneficiary](https://docs.helix.q2.com/reference/customerbeneficiaryupdate.md): See <a href="https://docs.helix.q2.com/docs/customer-beneficiary" target="_blank">customerBeneficiary object definition</a> for parameter details.
  - [Deactivate a customer beneficiary](https://docs.helix.q2.com/reference/customerbeneficiarydeactivate.md): Deactivate a customer beneficiary by the given `customerId` and `customerBeneficiaryId`.
  - [List account assignments for a customer beneficiary](https://docs.helix.q2.com/reference/customerbeneficiaryaccountassignmentlist.md): Retrieve all beneficiaries for the given `customerId`.
- Customer Document
  - [Get a customer document](https://docs.helix.q2.com/reference/customerdocumentget.md): Retrieve a customer document by the given `customerId` and `documentId`.
  - [List customer documents](https://docs.helix.q2.com/reference/customerdocumentlist.md): Retrieve all documents for the given `customerId`.
  - [Update customer document status](https://docs.helix.q2.com/reference/customerdocumentupdatestatus.md): Update the status of a customer document by the given `customerId` and `documentId`.
  - [Upload a customer document](https://docs.helix.q2.com/reference/customerdocumentupload.md): Upload a document on behalf of a customer. See <a href="https://docs.helix.q2.com/docs/customer-document" target="_blank">customerDocument object definition</a> for parameter details.
- Customer Relationship
  - [Create customer relationship](https://docs.helix.q2.com/reference/customerrelationshipcreate.md): See <a href="https://docs.helix.q2.com/docs/customer-relationship" target="_blank">customerRelationship object definition</a> for parameter details.
  - [List customer relationships](https://docs.helix.q2.com/reference/customerrelationshiplist.md): Retrieve all relationships for the given `customerId`.
  - [Update customer relationship](https://docs.helix.q2.com/reference/customerrelationshipupdate.md): Update a customer relationship by the Helix-assigned `customerRelationshipId`.
  - [Update primary contact](https://docs.helix.q2.com/reference/customerrelationshipupdateprimarycontact.md): Update the primary contact for the given `customerId`.
  - [Archive customer relationship](https://docs.helix.q2.com/reference/customerrelationshiparchive.md): Archive a customer relationship by the Helix-assigned `customerRelationshipId`.
- External Account
  - [Create an external account](https://docs.helix.q2.com/reference/externalaccountcreate.md): Create a new external account with `status=Verified`. See <a href="https://docs.helix.q2.com/docs/external-account" target="_blank">externalAccount object definition</a> for parameter details.
  - [Get an external account](https://docs.helix.q2.com/reference/externalaccountget.md): Retrieve external account information by the given `customerId` and `externalAccountId`.
  - [Get an external account via tag](https://docs.helix.q2.com/reference/externalaccountgetbytag.md): Retrieve external account information by the given `customerId` and `tag`.
  - [List external accounts](https://docs.helix.q2.com/reference/externalaccountlist.md): Retrieve all external accounts for the given `customerId`.
  - [Initiate an external account](https://docs.helix.q2.com/reference/externalaccountinitiate.md): Initiate a new external account with `status=Unverified` and start the micro-deposit process. See <a href="https://docs.helix.q2.com/docs/external-account" target="_blank">externalAccount object…
  - [Resend verification deposits](https://docs.helix.q2.com/reference/externalaccountresendverification.md): Resend verification deposits for an external account with a `status` of `Unverified`, `VerifyLocked`, or `Expired`.
  - [Verify an external account](https://docs.helix.q2.com/reference/externalaccountverify.md): Verify trial deposit amounts sent via [/externalAccount/initiate](https://docs.helix.q2.com/reference/externalaccountinitiate).
  - [Update an external account](https://docs.helix.q2.com/reference/externalaccountupdate.md): See <a href="https://docs.helix.q2.com/docs/external-account" target="_blank">externalAccount object definition</a> for parameter details.
  - [Lock an external account](https://docs.helix.q2.com/reference/externalaccountlock.md): Lock an external account by the Helix-assigned `externalAccountId`.
  - [Unlock an external account](https://docs.helix.q2.com/reference/externalaccountunlock.md): Unlock an external account by the Helix-assigned `externalAccountId`.
  - [Archive an external account](https://docs.helix.q2.com/reference/externalaccountarchive.md): Archive an external account by the Helix-assigned `externalAccountId`.
- External Account Document
  - [Upload an external account document](https://docs.helix.q2.com/reference/externalaccountdocumentupload.md): Upload a document associated with a specific external account. See <a href="https://docs.helix.q2.com/docs/external-account-document" target="_blank">externalAccountDocument object definition</a> for…
- Fee
  - [Get fees](https://docs.helix.q2.com/reference/feeconfiglist.md): Retrieve all active fee configurations for the program. Use the optional `feeEngineExecutionTypeId` parameter to filter by fee type.
  - [Get a fee record by FeeToApplyId](https://docs.helix.q2.com/reference/feeget.md): Retrieve a fee lookup record by the Helix-assigned `feeToApplyId`.
  - [Get a fee record by customer fee tag](https://docs.helix.q2.com/reference/feegetbycustomertag.md): Retrieve the most recent fee lookup record for the given `customerFeeTag`.
- Program
  - [Get program details](https://docs.helix.q2.com/reference/programget.md): Retrieve your program settings and information.
  - [List account holds](https://docs.helix.q2.com/reference/programlistaccountholds.md): Retrieve all account holds for the given program.
  - [List industry classification codes](https://docs.helix.q2.com/reference/programlistindustryclassificationcodes.md): Retrieve all industry classification codes for your program. These codes are only used when creating or updating business customers.
  - [Get customer due diligence questions](https://docs.helix.q2.com/reference/programquestionslist.md): Retrieve all due diligence questions for the given program.
- Statement
  - [Get a statement](https://docs.helix.q2.com/reference/statementget.md): Retrieve a statement for the given `customerId` and `statementId`.
  - [List statements](https://docs.helix.q2.com/reference/statementlist.md): Retrieve all statements for the given `customerId`.
  - [Search for statements](https://docs.helix.q2.com/reference/statementsearch.md): Search for monthly statements within the given parameters for the given `customerId`. See <a href="https://docs.helix.q2.com/docs/statement" target="_blank">statement object definition</a> for…
  - [Download a statement](https://docs.helix.q2.com/reference/statementdownload.md): Download the PDF content of a monthly or tax statement for the given `customerId`.
- Transaction
  - [Get transactions](https://docs.helix.q2.com/reference/transactionget.md): Retrieve all transactions related to the given `customerId` and `transactionId`. Results are ordered by `settledDate` descending.
  - [Get a transaction(s) via tag](https://docs.helix.q2.com/reference/transactiongetbytag.md): Retrieve all transactions related to the given `customerId` and `tag`. Results are ordered by `settledDate` descending.
  - [List transactions](https://docs.helix.q2.com/reference/transactionlist.md): Retrieve all transactions restricted by the given parameters. Results are ordered by `createdDate` descending.
  - [Set transaction available date](https://docs.helix.q2.com/reference/transactionsetavailabledate.md): Modify the `availableDate` for an ACH transaction forward or backward within the configurable maximum allowed hold days from transaction creation. The new `availableDate` is set to midnight on the…
  - [Set transaction status](https://docs.helix.q2.com/reference/transactionsetstatus.md): Modify the `status` for an outbound ACH transaction made via [/transfer/create](https://docs.helix.q2.com/reference/transfercreate).
  - [Create a fee for a specified customer account](https://docs.helix.q2.com/reference/transactioncreatefee.md): Create a fee for the given `customerId` and `accountId`. Results in a new transaction retrievable via the [/transaction/*](https://docs.helix.q2.com/reference/transaction-reference) endpoints.
- Transaction - Wire
  - [Get wire transaction details](https://docs.helix.q2.com/reference/transactionwireget.md): Retrieve wire transaction details by the Helix-assigned `transactionId`.
- Transfer
  - [Create a transfer](https://docs.helix.q2.com/reference/transfercreate.md): Transfer funds from one account to another. Results in a new transaction retrievable via the [/transaction/*](https://docs.helix.q2.com/reference/transaction) endpoints. See <a…
  - [Create an ACH-originated debit or credit transaction](https://docs.helix.q2.com/reference/transferachoriginationcreate.md): Create an ACH-originated transaction. See <a href="https://docs.helix.q2.com/docs/transfer" target="_blank">transfer object definition</a> for parameter details.
  - [Void a transfer](https://docs.helix.q2.com/reference/transfervoid.md): Void a transfer previously created via [/transfer/create](https://docs.helix.q2.com/reference/transfercreate). Only transactions with `status=Initiated` may be voided.
- Transfer - Wire
  - [Create a wire](https://docs.helix.q2.com/reference/transferwirecreate-2.md)