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Clarity

Built for people who take their finances seriously.

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2026

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Workflow Guide

Balance Verification

How to Connect Independent Bank (MI) - ONE Wallet for Balance Verification

Validate account balances quickly for underwriting checks, onboarding, and account health workflows.

Create free account View Independent Bank (MI) - ONE Wallet integration

Implementation steps

1
Link the account source with the correct provider and institution scope.
2
Pull current and historical balances for consistency and outlier checks.
3
Flag stale snapshots and trigger refresh when balance age exceeds policy.

Required evidence

Current balance retrieval
Historical balance trend context
Staleness-aware refresh controls

Independent Bank (MI) - ONE Wallet-specific considerations

Monitor Independent Bank (MI) - ONE Wallet balances and cash movement in a single timeline.
Review Independent Bank (MI) - ONE Wallet merchant spending with category and trend context.
Track recurring Independent Bank (MI) - ONE Wallet bills and transfers month over month.

Related pages

Independent Bank (MI) - ONE Wallet coverage snapshot Independent Bank (MI) - ONE Wallet institution detail Troubleshoot sync issues

How to Connect Independent Bank (MI) - ONE Wallet for Balance Verification | Clarity