v1

latestOpenAPI 3.1.0Apache 2.02026-07-2265186296.2 KB
Investments

Search financial account investment holdings

Use this endpoint to filter financial account investment holdings by various parameters.

get/bank-linking/investments/holdings

Query parameters

customerIdstring

Meld generated unique identifier for your customer. This should be used to track customer activity. Should not be provided in conjunction with externalCustomerId

externalCustomerIdstring

Your unique identifier for your customer. If maintaining your own customer management system this can also be used for tracking customer activity. Should not be provided in conjunction withcustomerId

financialAccountIdstring

Financial account id

connectionIdstring

Connection Id

beforestring

Unique key corresponding to a investment holding's position in the paginated list of results -- used to indicate that only investment holdings residing before this key will be retrieved.

Each investment holding carries a unique key. Reference Pagination

The before and after fields cannot be used in the same request.

afterstring

Unique key corresponding to a investment holding's position in the paginated list of results -- used to indicate that only investment holdings residing after this key will be retrieved.

Each investment holding carries a unique key. Reference Pagination

The before and after fields cannot be used in the same request.

limitstring

Limits number of returned financial account investment holdings.

Default value: 100

Minimum value: 1

Maximum value: 1000

Response

Financial account investment holdings are returned