---
title: "Get investment holdings"
method: POST
path: "/v1/financial_connections/investments/holdings"
tags: ["Investments"]
---

# Get investment holdings

`POST /v1/financial_connections/investments/holdings`

## Headers

- `Fuse-Client-Id` string, required
- `Fuse-Api-Key` string, required
- `Plaid-Client-Id` string
- `Plaid-Secret` string
- `Teller-Application-Id` string
- `Teller-Certificate` string
- `Teller-Private-Key` string
- `Teller-Token-Signing-Key` string
- `Teller-Signing-Secret` string
- `Mx-Client-Id` string
- `Mx-Api-Key` string
- `Snaptrade-Client-Id` string
- `Snaptrade-Consumer-Key` string
- `Flinks-Ca-Customer-Id` string
- `Flinks-Us-Customer-Id` string
- `Flinks-Us-Instance-Id` string
- `Flinks-Ca-Instance-Id` string
- `Mono-Public-Key` string
- `Mono-Secret-Key` string
- `Mono-Webhook-Secret` string
- `TrueLayer-Client-Id` string
- `TrueLayer-Client-Secret` string
- `Finverse-Client-Id` string
- `Finverse-Client-Secret` string
- `Belvo-Secret-Id` string
- `Belvo-Secret-Password` string
- `Finicity-Partner-Secret` string
- `Finicity-Partner-Id` string
- `Finicity-App-Key` string
- `Basiq-Api-Key` string
- `Akoya-Client-Id` string
- `Akoya-Client-Secret` string
- `SaltEdge-App-Id` string
- `SaltEdge-App-Secret` string

## Request body

- GetInvestmentHoldingsRequest
  - `access_token` string, required — The access token of the financial institution connection
  - `options` object
    - `remote_account_ids` string[] — An array of account_ids to retrieve holdings for.

## Response `200`

Successful response

- GetInvestmentHoldingsResponse
  - `accounts` object[], required
    - `remote_id` string, required — Remote Id of the account, ie Plaid or Teller account id
    - `currency` string, required — The ISO-4217 currency code of the account.
    - `fingerprint` string, required — Uniquely identifies this account across all accounts for a single financial connection. Used for reconnection deduplication. See more information here: https://letsfuse.readme.io/docs/duplicate-accounts
    - `institution` object
      - `name` string
    - `mask` string, nullable — The partial account number.
    - `name` string, required — The account's name, ie 'My Checking'
    - `type` 'depository' | 'credit' | 'loan' | 'investment' | 'insurance' | 'property' | 'annuity' | 'other' | '-', required — The account's type. '-' means we were not able to map the upstream type.
    - `subtype` 'checking' | 'savings' | 'checking_or_savings' | 'business_checking_or_savings' | 'business_savings' | 'money_market' | 'certificate_of_deposit' | 'treasury' | 'credit_card' | 'debit_card' | 'bonds' | 'hsa' | 'paypal' | 'prepaid' | 'cash_management' | 'ebt' | 'auto' | 'business' | 'commercial' | 'construction' | 'consumer' | 'home_equity' | 'foreign' | 'loan' | 'mortgage' | 'overdraft' | 'line_of_credit' | 'student' | '529' | '401_a' | '401_k' | '403_b' | '457_b' | 'funds' | 'brokerage' | 'securities' | 'stocks' | 'cash_isa' | 'crypto_exchange' | 'education_saving_account' | 'fixed_annuity' | 'gic' | 'health_reimbursement_arrangement' | 'ira' | 'isa' | 'keogh' | 'lif' | 'life_insurance' | 'lira' | 'lrif' | 'lrsp' | 'mutual_fund' | 'non_custodial_wallet' | 'non_taxable_brokerage_account' | 'other_annuity' | 'other_insurance' | 'pension' | 'prif' | 'profit_sharing_plan' | 'qshr' | 'rdsp' | 'resp' | 'retirement' | 'rlif' | 'roth_ira' | 'roth_401_k' | 'rrif' | 'rrsp' | 'sarsep' | 'sep_ira' | 'simple_ira' | 'sipp' | 'stock_plan' | 'tfsa' | 'trust' | 'ugma' | 'utma' | 'variable_annuity' | 'small_business' | 'personal' | 'personal_with_collateral' | '457' | 'rollover_ira' | 'taxable' | 'non_taxable' | 'employee_stock_ownership_plan' | 'individual' | 'cash_management_account' | 'employee_stock_purchase_plan' | 'registered_education_savings_plan' | 'fixed_annuity_traditional_ira' | 'inherited_traditional_ira' | 'fixed_annuity_roth_ira' | 'variable_annuity_roth_ira' | 'inherited_roth_ira' | 'advisory_account' | 'brokerage_margin' | 'charitable_gift_account' | 'church_account' | 'conservatorship' | 'custodial' | 'defined_benefit_plan' | 'defined_contribution_plan' | 'educational' | 'estate' | 'executor' | 'group_retirement_savings_plan' | 'guaranteed_investment_certificate' | 'indexed_annuity' | 'investment_club' | 'irrevocable_trust' | 'joint_tenants_by_entirety' | 'joint_tenants_community_property' | 'joint_tenants_in_common' | 'joint_tenants_with_rights_of_survivorship' | 'keough_plan' | 'living_trust' | 'locked_in_retirement_account' | 'locked_in_retirement_investment_fund' | 'locked_in_retirement_savings_account' | 'money_purchase_plan' | 'partnership' | '409_a' | 'rpp' | 'revocable_trust' | 'roth_conversion' | 'sole_proprietorship' | 'spousal_ira' | 'spousal_roth_ira' | 'testamentary_trust' | 'thrift_savings_plan' | 'inherited_annuity' | 'corporate_account' | 'limited_liability_account' | 'boat' | 'powersports' | 'rv' | 'heloc' | 'vehicle_insurance' | 'disability' | 'health' | 'long_term_care' | 'property_and_casualty' | 'universal_life' | 'term_life' | 'whole_life' | 'accidental_death_and_dismemberment' | 'variable_universal_life' | 'revolving' | 'other' | 'time_deposit' | 'roth' | 'military' | 'installment' | 'institutional_trust' | 'home_line_of_credit' | 'guardian' | 'commercial_line_of_credit' | 'charge' | 'coverdell' | 'escrow' | '-', nullable — The account's subtype
    - `balance` object, required
      - `available` number, nullable — The amount of funds available, in cents, to be withdrawn from the account, as determined by the financial institution. The format of this value is a double. Available balance may be cached and is not guaranteed to be up-to-date in realtime unless the value was returned by /financial_connections/balances. For accounts with credit features, the available funds generally equal the credit limit. Some institutions may not provide an available balance calculation. If this is the case, Fuse will return a null value for the available balance. To ensure you have the most accurate information, we recommend obtaining the current balance by using 'balance.available || balance.current'.
      - `current` number, nullable — Amount without factoring in pending balances, in cents. The format of this value is a double.
      - `buying_power` number, nullable — Amount in cents. For investment accounts.
      - `iso_currency_code` string, nullable — The ISO-4217 currency code of the balance.
      - `last_updated_date` string, nullable — The date of the last update to the balance.
    - `additional_balances` Balance[] — An array of additional balances. This may be used for investment type accounts where the user can have multiple balances across different currencies. — unresolved $ref
    - `remote_data` unknown, required
  - `holdings` FinancialConnectionsHolding[], required
    - `remote_account_id` string, required — The remote account ID associated with this holding.
    - `cost_basis` number, required — The original total value of the holding, in cents, when it was purchased. The format of this value is a double.
    - `value` number, required — The current market value of the holding, in cents. The format of this value is a double.
    - `quantity` number, required — The number of units of the security held in this holding.
    - `institution_price` number, required — The price of the security, in cents, as provided by the financial institution managing the holding. The format of this value is a double.
    - `security` FinancialConnectionsInvestmentSecurity, required
      - `remote_id` string, required — Remote Id of the security, ie Plaid or Snaptrade security id
      - `symbol` string, required — The trading symbol for publicly traded securities, or a short identifier if available.
      - `isin` string — The International Securities Identification Number (ISIN) uniquely identifies the security.
      - `sedol` string — The Stock Exchange Daily Official List (SEDOL) code uniquely identifies the security, primarily used in the United Kingdom and Ireland.
      - `cusip` string — The Committee on Uniform Securities Identification Procedures (CUSIP) number uniquely identifies the security, primarily used in the United States and Canada.
      - `close_price` number — The closing price of the security, in cents, at the end of the most recent trading day. The format of this value is a double.
      - `currency` object, required
        - `code` string, required — The ISO-4217 currency code
        - `name` string — The name of the currency
      - `name` string — A descriptive name for the security, suitable for display.
      - `type` 'cash' | 'cryptocurrency' | 'derivative' | 'equity' | 'etf' | 'fixed_income' | 'loan' | 'mutual_fund' | 'other' | 'global_depositary_receipt' | 'open_ended_fund' | 'right' | 'temporary' | 'warrant' | 'closed_ended_fund' | 'common_stock' | 'exchange_traded_fund' | 'bond' | 'american_depositary_receipt' | 'unit' | 'structured_product' | 'preferred_stock' | 'real_estate' | 'automobile' | 'delisted_or_defunct_asset' | '-'
      - `exchange` object
        - `mic_code` string — The Market Identifier Code (MIC) associated with the specific financial market or exchange where the security is traded.
        - `suffix` string — The suffix of the security's ticker symbol.
  - `request_id` string, required — An identifier that is exclusive to the request and can serve as a means for investigating and resolving issues.

---

[API](https://skmtc.net/letsfuse/apis/sessions.md) · [All operations](https://skmtc.net/letsfuse/apis/sessions/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/letsfuse/sessions/revisions/816323e226dc/schema)