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v51

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

Get investment transactions data

The /processor/investments/transactions/get endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for the investment account associated with the processor token.

Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift.

Due to the potentially large number of investment transactions associated with the account, results are paginated. Manipulate the count and offset parameters in conjunction with the total_investment_transactions response body field to fetch all available investment transactions.

Note that Investments does not have a webhook to indicate when initial transaction data has loaded (unless you use the async_update option). Instead, if transactions data is not ready when /processor/investments/transactions/get is first called, Plaid will wait for the data. For this reason, calling /processor/investments/transactions/get immediately after Link may take up to one to two minutes to return.

Data returned by the asynchronous investments extraction flow (when async_update is set to true) may not be immediately available to /processor/investments/transactions/get. To be alerted when the data is ready to be fetched, listen for the HISTORICAL_UPDATE webhook. If no investments history is ready when /processor/investments/transactions/get is called, it will return a PRODUCT_NOT_READY error.

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

post/processor/investments/transactions/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.

processor_tokenstring required

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

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.

start_datestring date required

The earliest date for which data should be returned. Dates should be formatted as YYYY-MM-DD.

end_datestring date required

The latest date for which data should be returned. Dates should be formatted as YYYY-MM-DD.

Response

OK

total_investment_transactionsinteger required

The total number of transactions available within the date range specified. If total_investment_transactions is larger than the size of the transactions array, more transactions are available and can be fetched via manipulating the offset parameter.

request_idstring required

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

is_investments_fallback_itemboolean

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