Products

Products represent the financial product available to your Customers. The Products endpoint exposes the accounts, compliance, and Customer Profile Requirements necessary for your Customer to access the Product. For some Programs, a Customer must onboard to one Product before another Product is made available (e.g., a deposit account Product precedes the opening of a brokerage account Product). Rize will work with clients to define the required Product onboarding sequence as part of your Program.

Use the Products endpoint to view the Products available to your Program as well as the prerequisite information or actions that must be taken for a Customer to access the Product.