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List investment holdings for one member

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List investment holdings for one member

with MX Technologies · Consumer Data Access

Use MX Technologies: its Mx Technologies investment holdings API lets you list investment holdings for one member in a single step (GET /users/{user_guid}/members/{member_guid}/investment_holdings). capabilities.work can help you get signed up and connected.

  • What stocks and funds are held across the accounts of one connected institution?
  • Can I see holdings for a single member rather than the whole user?
Say it to your AI assistant
  • List holdings for member {member} of user {user}.
  • Show the investments pulled in from member {member} for {user}.
For your developer

GET /users/{user_guid}/members/{member_guid}/investment_holdings in Mx Technologies investment holdings API. Full spec on APIs.io.