access_token that enables all subsequent data retrieval and modifications.
Tasks are the individual actions performed through Links (e.g., fetching income data, switching direct deposits). Each task progresses through a defined status lifecycle.
Task status flow
Every task authenticates through the Link first, then follows one of two paths depending on its type. A task may skipmfa when the provider doesn’t require multi-factor authentication.
Standard tasks
A standard task collects data from the connected account:DDS tasks
A Direct Deposit Switch task replacesparse and full_parse with switch_deposit:
Status definitions
Error states
Tasks may enter an error state at any point in the lifecycle:Data processing
See Data Processing for stage timing, median durations, data availability at each stage, and typical processing times.Relationship to Orders
Orders are the top-level containers for verification requests. When a user completes an Order:- The user authenticates through Bridge, creating a Link
- A Task is created on that Link to retrieve the requested data
- The Task progresses through the status lifecycle
- On completion, data is available via the API and the order status updates
Monitor tasks
Dashboard
View task details in the Dashboard under Activity > Tasks. Filter by status, date, and provider.API
Retrieve task status programmatically:Webhooks
Subscribe to task events for real-time monitoring:task-status-updatedwithstatus: done: task finished successfullytask-status-updatedwith an error status: task encountered an error