plaid

Get Investment holdings

The /investments/holdings/get endpoint allows developers to receive user-authorized stock position data for investment-type accounts.

post/investments/holdings/get

Request

Base URL
https://production.plaid.com
URL
https://production.plaid.com/investments/holdings/get
Auth
API key in header PLAID-CLIENT-ID and API key in header PLAID-SECRET and API key in header Plaid-Version

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

access_tokenstring required

The access token associated with the Item for which data is being requested.

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.

is_investments_fallback_itemboolean

When true, this field indicates that the Item's portfolio was manually created with the Investments Fallback flow.