Returns the specified account for the authenticated user. The account can be an investment, deposit, line of credit, or annuity account. Use the kind discriminator to determine the schema for the account.

On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (net_value) live from the institution on each call, along with funding date for investment accounts.

On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the manual refresh endpoint.

Check your API key on the Customer Dashboard billing page to see whether your plan includes real-time data.

If the connection has become disabled, it can no longer access the latest data from the institution, but will continue to return the last available cached state. Please see this guide on how to fix a disabled connection.

{
  "kind": "investment",
  "id": "917c8734-8470-4a3e-a18f-57c3f2ee6631",
  "connection_id": "87b24961-b51e-4db8-9226-f198f6518a89",
  "display_name": "Robinhood Individual",
  "masked_account_number": "****8443",
  "institution_account_id": "54953432",
  "institution_id": "b6e1a9f0-6e2a-4c37-9b0a-6f1e2d3c4b5a",
  "opening_date": "2024-07-20T09:30:00.000000Z",
  "funding_date": "2024-07-25T12:00:00.000000Z",
  "sync_status": {
    "transactions": {
      "initial_sync_completed": true,
      "last_successful_sync": "2022-01-24",
      "first_transaction_date": "2022-01-24"
    },
    "orders": "2024-06-28 18:42:46.561408+00:00",
    "positions": "2024-06-28 18:42:46.561408+00:00",
    "balances": "2024-06-28 18:42:46.561408+00:00"
  },
  "raw_type": "Margin",
  "cash_or_margin": "margin",
  "net_value": {
    "amount": 84213.55,
    "currency": "USD"
  }
}