capabilities.work

Get data to authorize a holdings transfer

One step with Plaid. We can help you get access.

Look something up

Get data to authorize a holdings transfer

with Plaid

Use Plaid: its The Plaid API lets you get data to authorize a holdings transfer in a single step (POST /investments/auth/get). capabilities.work can help you get signed up and connected.

  • What data do I need to move a user's brokerage holdings to another account?
  • How do I get account numbers for an investment account transfer?
Say it to your AI assistant
  • Get investments auth data for {access_token}.
  • Pull the details needed to transfer holdings out of item {access_token}.
For your developer

POST /investments/auth/get in The Plaid API. Full spec on APIs.io.

More you can do with Plaid

Create an Asset ReportRetrieve an Asset Report as JSONDownload an Asset Report as a PDFRefresh an existing Asset ReportExclude accounts from an Asset ReportDelete an Asset ReportShare an Asset Report audit copy with an auditorRetrieve an Asset Report audit copyRevoke an Asset Report audit copyRetrieve a consumer Base ReportCreate a consumer Base ReportAdd reports to an audit copy token