For the complete documentation index, see llms.txt. This page is also available as Markdown.

Onboarding

This page describes the approach to onboarding with LHV Connect API

Onboarding Process

To begin the onboarding process with LHV Connect, please follow these steps:

  • Initiate Contact: Reach out to the LHV Connect support team at connect@lhv.ee or contact your client relationship manager directly.

  • Define Services: Specify the services you plan to utilize and seek advice from our team as necessary.

  • Sandbox Environment Preparation: Our support team will prepare a dedicated Sandbox test environment tailored to mirror your anticipated Live setup, including the list of services, account configuration, and other relevant details.

  • Receive Certificates and Instructions: The support team will provide you with connection certificates exclusive to the test environment, along with comprehensive instructions.

  • Development and Testing: You can now begin developing and testing your integrations within the Sandbox environment.

  • Transition to Live: Once you are satisfied with your testing and ready to move forward, inform the support team and your relationship manager.

  • Finalize Connect Agreement: Your relationship manager will finalize and sign the Connect agreement.

  • Live Certificate Generation: The support team will guide you through generating your connection certificate for Live use (additional details: Authentication and Certificates).

  • Start Live Usage: With the completion of these steps, you are ready to commence using the LHV Connect API in the Live environment.

    This process ensures a smooth transition from initial contact to Live operation, providing support and guidance every step of the way.

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