v51

latestOpenAPI 3.0.0raw.githubusercontent.com2026-07-313352,3122.9 MB

plaid

Get investment account authentication data

The /processor/investments/auth/get endpoint allows you to retrieve information about the account authorized by a processor token, including account numbers, account owners, holdings, and data provenance information.

To receive Investments Auth webhooks for a processor token, set its webhook URL via the /processor/token/webhook/update endpoint.

post/processor/investments/auth/get

Request body

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

processor_tokenstring required

The processor token obtained from the Plaid integration partner. Processor tokens are in the format: processor-<environment>-<identifier>

Response

success

is_investments_fallback_itemboolean

When true, this field indicates that the Item's portfolio was manually created with the Investments Fallback flow.

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.