Refresh a member's accounts and transactions by GUID
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Refresh a member's accounts and transactions by GUID
with MX Technologies · Consumer Data Access
Use MX Technologies: its Mx Technologies Members API lets you refresh a member's accounts and transactions by GUID in a single step (POST /users/{user_guid}/members/{member_guid}/aggregate). capabilities.work can help you get signed up and connected.
- How do I pull the latest accounts and transactions for a member using its GUID?
- Can I include investment holdings when I trigger an aggregation on the GUID-based endpoint?
Say it to your AI assistant
- Start an aggregation for member GUID {member} of user GUID {user}.
- Refresh member GUID {member} for MX user {user} and include holdings: {include_holdings}.
For your developer
POST /users/{user_guid}/members/{member_guid}/aggregate in Mx Technologies Members API. Full spec on APIs.io.