- Solid team will set you up with a Pre-provisioned Sandbox account.
- Using the Dashboard in the Sandbox environment, you’ll create an API key.
You always start with a Sandbox. Once your FinTech program is ready to be onboarded with the partner bank, you’ll receive a pre-provisioned Production access.
1
Auth
Authenticate into your Sandbox account (using the API key in the Sandbox environment).
2
Sub Account Holder
Create a Sub Account Holder under the Master Account.
3
Sub Account
For the Sub Account Holder, create a Sub Account.
4
Fund
Fund the Sub Account using Incoming ACH (see how to Simulate)
5
Counterparty
Create a Counterparty under the Sub Account.
6
ACH Payment
Originate an ACH payment to the Counterparty.
7
Card Holder
Create a Card Holder under the Sub Account.
8
Issue Card
Issue a Card to the Card Holder.
9
Spend Card
Spend the issued card (see how to Simulate)
10
Transactions
View transactions in the Sub Account ledger
Congratulations, you have now successfully originated a sub account, created cards and counterparties, made a payment and viewed the transactions!