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Refresh investment data on demand

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Refresh investment data on demand

with Plaid

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

  • Can I force an update of a user's holdings and investment transactions?
  • Is refreshing investments data optional?
Say it to your AI assistant
  • Refresh investments data for {access_token}.
  • Start an on-demand pull of the newest holdings on item {access_token}.
For your developer

POST /investments/refresh 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