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Get investment holdings

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

Look something up

Get investment holdings

with Plaid

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

  • How do I see the stocks and funds a user holds in their brokerage account?
  • Which account types return investment holdings?
Say it to your AI assistant
  • Get investment holdings for {access_token}.
  • Show the securities and positions held in item {access_token}.
For your developer

POST /investments/holdings/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