Holdings

List Holdings

Returns investment holdings for a specific bank connection. Holdings include stocks, bonds, ETFs, and other securities. Currently only available for Plaid connections with the Investments product enabled.

get/holdings

Request

  • Base URL: https://api.finta.io/v1
  • URL: https://api.finta.io/v1/holdings
  • Auth: HTTP bearer

Query parameters

bankConnectionIdstring uuid required

The bank connection ID to fetch holdings from

accountIdsstring

Comma-separated list of account IDs to filter holdings. If not provided, holdings from all accounts in the connection are returned.

limitinteger

Maximum number of holdings per page (default: 100, max: 250)

cursorstring

Pagination cursor (numeric offset) from the previous response's nextPage URL.

Response

List of holdings with securities

Changes

No recorded changes to this operation across all 1 revision of this API.