Changelog
Below is a log of changes to the Connect Financial API. Updates that affect only products or features in beta or limited release may not be reflected.
Each change can be described as either a breaking change or an ongoing change.
Ongoing changes: Ongoing changes are backwards-compatible and are added on an ongoing basis. These updates improve functionality without requiring changes to your existing integration.
Breaking changes: When we make backwards-incompatible changes, these are marked in the changelog with the 💥 symbol. Breaking changes may require you to update your integration to continue working properly.
Prior to the production release of breaking changes, we do two things:
- We release documentation for breaking changes in advance to give customers time to adopt the new changes.
- We make breaking changes available on our sandbox environment first. This allows you to explore the new changes and simplifies development.
Change Key
🌱 New feature
🍃 Improvement
🔧 Fix
💥 Breaking change
🔒 Security-related
Changelog
July 3rd, 2025
🌱 Added an endpoint for retrieving balance for a wallet, under GET wallets/:id/balance. For more information, see Get Wallet Balance.
🌱 Added an endpoint for retrieving transactions under /baas/transactions, which allows for filtering by user, wallet and portfolio ID - as well as other commonly used filters. For more information, see Search Transactions.
🌱 Added a set of endpoints for configuring webhook subscriptions. These allow you to add, retrieve and update webhook subscriptions. We will add more functionality to these over time. For more information, see Webhooks.
🍃 Added multiple QOL improvements across existing endpoints. These include improved response payloads, more descriptive HTTP error codes, as well as improved API docs.
🍃 Improved error message when attempting to create a customer with a duplicate email address.
🔧 Fixed issue where API requests triggered through the documentation interface were failing while working correctly when called externally.
August 11th, 2025
🔧 Minor fixes regarding list customer endpoint filters.
🍃 Improving dtos for wallet and card endpoints.
🍃 Configuring withdrawal endpoint to work with USD_TEST on sandbox.
🍃 Including LOCAL_US_WIRE withrawal option.
September 24th, 2025
🍃 Removed "Other" as option for individual customer enum.
🍃 Simplified inputs for the POST baas/transactions/withdrawal endpoint and improved its documentation.
🍃 Reduced the granularity of the individual customer occupation enum, accounting for just it's the macro categories (2 digits) instead of occupation (6 digits)
October 22nd, 2025
💥 Included a "v1" versioning prefix for endpoints
🌱 Added the KYC endpoints, for managing some required validations for the customer's onboarding. For more information see Compliance or contact your customer success maanger
🌱 Added the digital asset enpoints, for managing digital asset addresses and withdrawals. For more information see Digital Assets
November 13th, 2025
🍃 Simplified inputs for the POST v1/digital/withdrawal endpoint and improved its documentation.
🍃 Included "createdAt"property on transaction detailting and listing endpoints: GET /v1/baas/transactions/:id and GET /v1/baas/transactions
🍃 Occupation Field Made Optional for endpoints POST v1/customers and PATCH v1/customers/:customerId
🌱 Added the trade endpoints: GET /v1/trades/asset-pairs to list possible trades, POST /v1/trades/quotes to generate a executable trade and POST /v1/trades/quotes/:quoteId/execute to execute the quote, for more information see Trades
🔧 Fixed a bug related to address updating that was preventing KYC's from being initialized