plaid

Retrieve Investment Holdings

This endpoint returns the stock position data of the account associated with a given processor token.

post/processor/investments/holdings/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.

processor_tokenstring required

The processor token obtained from the Plaid integration partner. Processor tokens are in the format: processor-<environment>-<identifier>

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.

Response

is_investments_fallback_itemboolean

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

request_idstring

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

Changes

Changed in 15 of the 53 revisions of this API.102717

Aug 17, 2026e536704a333f51See the full diff
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  added the new charge card enum value to the // response property for the response status
  response-property-enum-value-added
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  added the new commercial line of credit enum value to the // response property for the response status
  response-property-enum-value-added
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  added the new home equity loan enum value to the // response property for the response status
  response-property-enum-value-added
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  added the new installment enum value to the // response property for the response status
  response-property-enum-value-added
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  added the new prediction market enum value to the // response property for the response status
  response-property-enum-value-added
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  added the optional property // to the response with the 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, 2026a1bbca018160131See the full diff
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  added the new ASSETS_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new CRA_MONITORING_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new CREDIT_PROFILE_REPORT_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new ENCOMPASS_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new ENRICH_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new FRAUD_INSIGHTS_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new FREDDIE_MAC_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new LINK_DELIVERY_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new PROFILE_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new RECURRING_TRANSACTIONS_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new STATEMENTS_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new TRANSFER_RECURRING_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the new TRANSFER_REFUND_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the required property // to the response with the 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, 202680d23bfdc2e51See the full diff
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  added the new IDEMPOTENCY_ERROR enum value to the response property for the response status
  response-property-enum-value-added
Jun 10, 2026fb8c3f188d8b15See the full diff
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  added the new BASE_REPORT_ERROR enum value to the response property for the response status
  response-property-enum-value-added
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  added the optional property // to the response with the status
  response-optional-property-added
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  added the optional property // to the response with the status
  response-optional-property-added
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  added the optional property // to the response with the status
  response-optional-property-added
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  added the optional property // to the response with the status
  response-optional-property-added
- ○
  added the optional property // to the response with the 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, 2026b9a2871636de1See the full diff
- ●
  added the new limited purpose checking enum value to the // response property for the response status
  response-property-enum-value-added
Apr 2, 20267f9a02ad0ce3852See the full diff
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  the response's property type changed from object to no type for status
  response-property-type-changed
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  removed the required property / from the response with the status
  response-required-property-removed
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  removed the required property / from the response with the status
  response-required-property-removed
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  removed the required property / from the response with the status
  response-required-property-removed
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  removed the required property / from the response with the status
  response-required-property-removed
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  removed the required property / from the response with the status
  response-required-property-removed
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  removed the required property / from the response with the status
  response-required-property-removed
- ▲
  removed the required property / from the response with the status
  response-required-property-removed
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  removed the optional property / from the response with the status
  response-optional-property-removed
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  removed the optional property / from the response with the status
  response-optional-property-removed
- ●
  removed the optional property / from the response with the status
  response-optional-property-removed
- ●
  removed the optional property / from the response with the status
  response-optional-property-removed
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  removed the optional property / from the response with the status
  response-optional-property-removed
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  added subschema #2 to the response property allOf list for the response status
  response-property-all-of-added
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  added the required property // to the response with the 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, 20268addecd0b74a1See the full diff
- ▲
  the response property became optional for the status
  response-property-became-optional
Dec 11, 2025465584b48c992See the full diff
- ○
  added the optional property to the response with the status
  response-optional-property-added
- ○
  added the optional property to the response with the 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, 20254abee1c569291See the full diff
- ○
  removed the IDENTITY_ERROR enum value from the response property for the response status
  response-property-enum-value-removed
Sep 2, 2025af95b7b9aa931See the full diff
- ○
  response property securities/items/sedol deprecated
  response-property-deprecated

Full history (15 revisions)