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Documentation Index

Fetch the complete documentation index at: https://docs.methodfi.com/llms.txt

Use this file to discover all available pages before exploring further.

Method Elements will no longer be supported or maintained beginning December 31st, 2025. We recommend using Method Opal for all new integrations. If you are currently using Elements, please reach out to your CSM to discuss your migration options.
Connect is the primary way to leverage Method Elements to connect your users’ liabilities. Connect allows you to verify a user’s identity, gather their consent, and complete any needed verifications to ensure their accounts are connected to the desired Method Products. The Connect element itself consists of two main steps:
1

Auth

Verify the user’s identity and connect their accounts. If no entity information is provided when creating the Connect element token, the user will be asked to provide identity information such as name, phone, last 4 digits of SSN, DOB, or address.
2

Account Verification

Request any additional information needed from the user to connect their accounts and leverage specific products.