Investments

Endpoints

GET

Get Holdings

Returns holdings for the investment accounts associated with a link.

Note that this endpoint does not trigger a fetch of holdings from the institution; it merely returns holdings that have already been fetched. To force a check for new/updated owner information, you must use the /products endpoint.

If you have requested prefetch or an on-demand update, you should check the refreshed_at date for this product in the returned response, and compare that against the previous refreshed_at date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

GET

Get Investment Transactions

Returns investment transactions for the accounts associated with a link. Results are paginated, and returned in reverse chronological order.

Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched. To force a check for new/updated owner information, you must use the /products endpoint.

If you have requested prefetch or an on-demand update, you should check the refreshed_at date for this product in the returned response, and compare that against the previous refreshed_at date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.