Changes to Retrieve Investment Holdings

Changed in 15 of the 53 revisions of this API.▲10●27○17

1. Aug 17, 2026e536704a333f●5○1
2. Jul 22, 2026a1bbca018160●13○1
3. Jun 25, 202680d23bfdc2e5●1
4. Jun 10, 2026fb8c3f188d8b●1○5
5. Apr 17, 2026b9a2871636de●1
6. Apr 2, 20267f9a02ad0ce3▲8●5○2
7. Jan 26, 20268addecd0b74a▲1
8. Dec 11, 2025465584b48c99○2
9. Nov 19, 20254abee1c56929○1
10. Sep 2, 2025af95b7b9aa93○1
11. Aug 13, 20257fc793bb9e85○1
12. May 19, 202502e6d58e95e9●1
13. Feb 19, 20252fcba991badd○2
14. Jan 15, 20255dbeedb71831○1
15. Feb 21, 20245de70cc1e6ca▲1

What changed

• Aug 17, 2026e536704a333f●5○1See the full diff
  • ●

    added the new charge card enum value to the account/allOf[subschema #1: Account]/subtype response property for the response status 200

    response-property-enum-value-added

  • ●

    added the new commercial line of credit enum value to the account/allOf[subschema #1: Account]/subtype response property for the response status 200

    response-property-enum-value-added

  • ●

    added the new home equity loan enum value to the account/allOf[subschema #1: Account]/subtype response property for the response status 200

    response-property-enum-value-added

  • ●

    added the new installment enum value to the account/allOf[subschema #1: Account]/subtype response property for the response status 200

    response-property-enum-value-added

  • ●

    added the new prediction market enum value to the account/allOf[subschema #1: Account]/subtype response property for the response status 200

    response-property-enum-value-added

  • ○

    added the optional property account/allOf[subschema #1: Account]/apy to the response with the 200 status

    response-optional-property-added

  This revision also has 1 change that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• Jul 22, 2026a1bbca018160●13○1See the full diff
  • ●

    added the new ASSETS_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new CRA_MONITORING_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new CREDIT_PROFILE_REPORT_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new ENCOMPASS_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new ENRICH_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new FRAUD_INSIGHTS_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new FREDDIE_MAC_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new LINK_DELIVERY_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new PROFILE_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new RECURRING_TRANSACTIONS_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new STATEMENTS_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new TRANSFER_RECURRING_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ●

    added the new TRANSFER_REFUND_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ○

    added the required property securities/items/figi to the response with the 200 status

    response-required-property-added

  This revision also has 3 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• Jun 25, 202680d23bfdc2e5●1See the full diff
  • ●

    added the new IDEMPOTENCY_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

• Jun 10, 2026fb8c3f188d8b●1○5See the full diff
  • ●

    added the new BASE_REPORT_ERROR enum value to the error_type response property for the response status default

    response-property-enum-value-added

  • ○

    added the optional property account/allOf[subschema #2]/mask to the response with the 200 status

    response-optional-property-added

  • ○

    added the optional property account/allOf[subschema #2]/name to the response with the 200 status

    response-optional-property-added

  • ○

    added the optional property account/allOf[subschema #2]/official_name to the response with the 200 status

    response-optional-property-added

  • ○

    added the optional property account/allOf[subschema #2]/verification_name to the response with the 200 status

    response-optional-property-added

  • ○

    added the optional property holdings/items/tax_lots to the response with the 200 status

    response-optional-property-added

  This revision also has 8 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• Apr 17, 2026b9a2871636de●1See the full diff
  • ●

    added the new limited purpose checking enum value to the account/allOf[subschema #1: Account]/subtype response property for the response status 200

    response-property-enum-value-added

• Apr 2, 20267f9a02ad0ce3▲8●5○2See the full diff
  • ▲

    the account response's property type changed from object to no type for status 200

    response-property-type-changed

  • ▲

    removed the required property account/account_id from the response with the 200 status

    response-required-property-removed

  • ▲

    removed the required property account/balances from the response with the 200 status

    response-required-property-removed

  • ▲

    removed the required property account/mask from the response with the 200 status

    response-required-property-removed

  • ▲

    removed the required property account/name from the response with the 200 status

    response-required-property-removed

  • ▲

    removed the required property account/official_name from the response with the 200 status

    response-required-property-removed

  • ▲

    removed the required property account/subtype from the response with the 200 status

    response-required-property-removed

  • ▲

    removed the required property account/type from the response with the 200 status

    response-required-property-removed

  • ●

    removed the optional property account/holder_category from the response with the 200 status

    response-optional-property-removed

  • ●

    removed the optional property account/persistent_account_id from the response with the 200 status

    response-optional-property-removed

  • ●

    removed the optional property account/verification_insights from the response with the 200 status

    response-optional-property-removed

  • ●

    removed the optional property account/verification_name from the response with the 200 status

    response-optional-property-removed

  • ●

    removed the optional property account/verification_status from the response with the 200 status

    response-optional-property-removed

  • ○

    added AccountBase subschema #2 to the account response property allOf list for the response status 200

    response-property-all-of-added

  • ○

    added the required property securities/items/cfi_code to the response with the 200 status

    response-required-property-added

  This revision also has 5 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• Jan 26, 20268addecd0b74a▲1See the full diff
  • ▲

    the response property is_investments_fallback_item became optional for the status 200

    response-property-became-optional

• Dec 11, 2025465584b48c99○2See the full diff
  • ○

    added the optional property provided_account_subtypes to the response with the default status

    response-optional-property-added

  • ○

    added the optional property required_account_subtypes to the response with the default status

    response-optional-property-added

  This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• Nov 19, 20254abee1c56929○1See the full diff
  • ○

    removed the IDENTITY_ERROR enum value from the error_type response property for the response status default

    response-property-enum-value-removed

• Sep 2, 2025af95b7b9aa93○1See the full diff
  • ○

    response property securities/items/sedol deprecated

    response-property-deprecated

• Aug 13, 20257fc793bb9e85○1See the full diff
  • ○

    added the optional property securities/items/subtype to the response with the 200 status

    response-optional-property-added

  This revision also has 2 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• May 19, 202502e6d58e95e9●1See the full diff
  • ●

    added the new unsent enum value to the account/verification_status response property for the response status 200

    response-property-enum-value-added

• Feb 19, 20252fcba991badd○2See the full diff
  • ○

    added the optional property account/verification_insights/name_match_score to the response with the 200 status

    response-optional-property-added

  • ○

    added the optional property account/verification_name to the response with the 200 status

    response-optional-property-added

• Jan 15, 20255dbeedb71831○1See the full diff
  • ○

    endpoint added

    endpoint-added

  This revision also has 15 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

• Feb 21, 20245de70cc1e6ca▲1See the full diff
  • ▲

    api path removed without deprecation

    api-path-removed-without-deprecation

  This revision also has 699 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog