plaid

Get investment transactions

The /investments/transactions/get endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for investment accounts.

Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift.

Due to the potentially large number of investment transactions associated with an Item, results are paginated. Manipulate the count and offset parameters in conjunction with the total_investment_transactions response body field to fetch all available investment transactions.

Note that Investments does not have a webhook to indicate when initial transaction data has loaded (unless you use the async_update option). Instead, if transactions data is not ready when /investments/transactions/get is first called, Plaid will wait for the data. For this reason, calling /investments/transactions/get immediately after Link may take up to one to two minutes to return.

Data returned by the asynchronous investments extraction flow (when async_update is set to true) may not be immediately available to /investments/transactions/get. To be alerted when the data is ready to be fetched, listen for the HISTORICAL_UPDATE webhook. If no investments history is ready when /investments/transactions/get is called, it will return a PRODUCT_NOT_READY error.

post/investments/transactions/get

Request body

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.

start_datestring date required

The earliest date for which to fetch transaction history. Dates should be formatted as YYYY-MM-DD. Plaid returns all investment transaction history stored for the Item (up to 2 years prior to the initial linking of the Item).

end_datestring date required

The most recent date for which to fetch transaction history. Dates should be formatted as YYYY-MM-DD.

Response

total_investment_transactionsinteger required

The total number of transactions available within the date range specified. If total_investment_transactions is larger than the size of the transactions array, more transactions are available and can be fetched via manipulating the offset parameter.

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.

Changes

Changed in 26 of the 53 revisions of this API.13143132

Aug 17, 2026e536704a333f91See the full diff
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This revision also has 1 change that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Jul 22, 2026a1bbca018160261See the full diff
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This revision also has 3 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Jun 25, 202680d23bfdc2e56See the full diff
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Jun 10, 2026fb8c3f188d8b24See the full diff
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This revision also has 8 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Apr 17, 2026b9a2871636de1See the full diff
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This revision also has 5 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Jan 26, 20268addecd0b74a4See the full diff
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Dec 11, 2025465584b48c994See the full diff
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This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Nov 19, 20254abee1c569292See the full diff
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Nov 12, 2025f8b9f1a8576725See the full diff
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This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

Full history (26 revisions)