v50

latestOpenAPI 3.0.0raw.githubusercontent.com2026-01-29166197289.1 KB

members

Aggregate member

Calling this endpoint initiates an aggregation event for the member. This brings in the latest account and transaction data from the connected institution. If this data has recently been updated, MX may not initiate an aggregation event.

post/users/{user_guid}/members/{member_guid}/aggregate

Path parameters

member_guidstring required

The unique id for a member.

user_guidstring required

The unique identifier for a user, beginning with the prefix USR-.

Query parameters

include_holdingsboolean

When set to false, the aggregation will not gather holdings data. Defaults to true.

include_transactionsboolean

When set to false, the aggregation will not gather transactions data. Defaults to true.

Headers

X-CALLBACK-PAYLOADstring

The base64 encoded string defined in this header will be returned in the Member and Member Data Updated webhooks. This allows you to trace user interactions and workflows initiated externally and internally in the MX Platform. Max 1024 characters.

Response

Accepted