ConnectIn Configuration

There are three configuration steps to get started with ConnectIn:

1. Request a new Clearing Institute

One of the benefits of ConnectIn is that your connection will look the same as all others in our platform and your Clearing Institutes becomes available to all clients on the platform. Unlike a lot of other configuration in the BIP we exclusively handle the configuration of Clearing Institutes ourselves. So, to get one setup, please contact your account manager with the following information:

• Primary test host
• Secondary test host (if applicable)
• List of brands that you'd like to support (you can see our supported brands)
• Later, host information for live will be required

2. Technical setup

Prior to testing there may or may not be a technical setup required on our end. For example, if a new brand is required we will first need to setup the brand in our system.

3. Configure your Account

We will setup your test account to allow you to start testing.

Next: Integration Guide