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Schema
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accounts
10
ach return
3
budgets
6
categories
8
goals
6
insights
10
institutions
4
investment holdings
5
get
/users/{user_guid}/members/{member_guid}/investment_holdings
List holdings by member
get
/users/{user_guid}/investment_holdings
List holdings by user
get
/users/{user_guid}/investment_holdings/{holding_guid}
Read holding
get
/users/{user_guid}/accounts/{account_guid}/investment_holdings
List holdings by account
get
/users/{user_guid}/investment_holdings_deactivate
Deactivate user from Investment Holdings
managed data
16
members
13
merchants
3
microdeposits
6
monthly cash flow profile
2
notifications
3
processor token
7
rewards
4
spending plan
15
statements
4
taggings
5
tags
5
transaction rules
4
transactions
16
users
5
verifiable credentials
3
widgets
3
investment holdings
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Changes to Read holding
get
/users/{user_guid}/investment_holdings/{holding_guid}
Nov 5, 2025
e74cd2b059b5
Revision changes
info
endpoint added