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accounts
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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
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investment holdings
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Changes to Deactivate user from Investment Holdings
get
/users/{user_guid}/investment_holdings_deactivate
Nov 5, 2025
e74cd2b059b5
Revision changes
info
endpoint added