--- title: "Get investment account authentication data" method: POST path: "/processor/investments/auth/get" tags: ["plaid"] --- # Get investment account authentication data `POST /processor/investments/auth/get` 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`](https://plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint. ## Request body - ProcessorInvestmentsAuthGetRequest — ProcessorInvestmentsAuthGetRequest defines the request schema for `/processor/investments/auth/get` - `client_id` string — 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. - `secret` string — 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_token` string, required — The processor token obtained from the Plaid integration partner. Processor tokens are in the format: `processor--` ## Response `200` success - ProcessorInvestmentsAuthGetResponse — ProcessorInvestmentsAuthGetResponse defines the response schema for `/processor/investments/auth/get` - `account` AccountBase, required — A single account at a financial institution. - `account_id` string, required — Plaid's unique identifier for the account. This value will not change unless Plaid can't reconcile the account with the data returned by the financial institution. This may occur, for example, when the name of the account changes. If this happens a new `account_id` will be assigned to the account. The `account_id` can also change if the `access_token` is deleted and the same credentials that were used to generate that `access_token` are used to generate a new `access_token` on a later date. In that case, the new `account_id` will be different from the old `account_id`. If an account with a specific `account_id` disappears instead of changing, the account is likely closed. Closed accounts are not returned by the Plaid API. When using a CRA endpoint (an endpoint associated with Plaid Check Consumer Report, i.e. any endpoint beginning with `/cra/`), the `account_id` returned will not match the `account_id` returned by a non-CRA endpoint. Like all Plaid identifiers, the `account_id` is case sensitive. - `balances` AccountBalance, required — A set of fields describing the balance for an account. For real-time values, use `/accounts/balance/get` or `/signal/evaluate` (with a Balance-only ruleset), which are fetched live from the institution at request time. Values returned by other endpoints may be cached, or adjusted by Plaid to reflect transaction activity received since the last refresh. - `available` number, double, nullable, required — The amount of funds available to be withdrawn from the account, as determined by the financial institution. For `credit`-type accounts, the `available` balance typically equals the `limit` less the `current` balance, less any pending outflows plus any pending inflows. For `depository`-type accounts, the `available` balance typically equals the `current` balance less any pending outflows plus any pending inflows. For `depository`-type accounts, the `available` balance does not include the overdraft limit. For `investment`-type accounts (or `brokerage`-type accounts for API versions 2018-05-22 and earlier), the `available` balance is the total cash available to withdraw as presented by the institution. Note that not all institutions calculate the `available` balance. In the event that `available` balance is unavailable, Plaid will return an `available` balance value of `null`. Available balance may be cached and is not guaranteed to be up-to-date in real-time unless the value was returned by `/accounts/balance/get`, or by `/signal/evaluate` with a Balance-only ruleset. If `current` is `null` this field is guaranteed not to be `null`, unless you have opted into enabling [limited-purpose checking accounts](https://plaid.com/docs/auth/#enabling-limited-purpose-checking-accounts-for-rent-or-mortgage), which always have `null` values for both `available` and `current` balance. - `current` number, double, nullable, required — The total amount of funds in or owed by the account. For `credit`-type accounts, a positive balance indicates the amount owed; a negative amount indicates the lender owing the account holder. For `loan`-type accounts, the current balance is the principal remaining on the loan, except in the case of student loan accounts at Sallie Mae (`ins_116944`). For Sallie Mae student loans, the account's balance includes both principal and any outstanding interest. Similar to `credit`-type accounts, a positive balance is typically expected, while a negative amount indicates the lender owing the account holder. For `investment`-type accounts (or `brokerage`-type accounts for API versions 2018-05-22 and earlier), the current balance is the total value of assets as presented by the institution. Note that balance information may be cached unless the value was returned by `/accounts/balance/get` or by `/signal/evaluate` with a Balance-only ruleset; if the Item is enabled for Transactions, the balance will be at least as recent as the most recent Transaction update. If you require real-time balance information, use the `available` balance as provided by `/accounts/balance/get` or `/signal/evaluate` called with a Balance-only `ruleset_key`. When returned by `/accounts/balance/get`, this field may be `null`. When this happens, `available` is guaranteed not to be `null`, unless you have opted into enabling [limited-purpose checking accounts](https://plaid.com/docs/auth/#enabling-limited-purpose-checking-accounts-for-rent-or-mortgage), which always have `null` values for both `available` and `current` balance. - `limit` number, double, nullable, required — For `credit`-type accounts, this represents the credit limit. For `depository`-type accounts, this represents the pre-arranged overdraft limit, which is common for current (checking) accounts in Europe. In North America, this field is typically only available for `credit`-type accounts. - `iso_currency_code` string, nullable, required — The ISO-4217 currency code of the balance. Always null if `unofficial_currency_code` is non-null. - `unofficial_currency_code` string, nullable, required — The unofficial currency code associated with the balance. Always null if `iso_currency_code` is non-null. Unofficial currency codes are used for currencies that do not have official ISO currency codes, such as cryptocurrencies and the currencies of certain countries. See the [currency code schema](https://plaid.com/docs/api/accounts#currency-code-schema) for a full listing of supported `unofficial_currency_code`s. - `last_updated_datetime` string, date-time, nullable — Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format (`YYYY-MM-DDTHH:mm:ssZ`) indicating the last time the balance was updated. This field is returned only when the institution is `ins_128026` (Capital One). - `mask` string, nullable, required — The last 2-4 alphanumeric characters of either the account's displayed mask or the account's official account number. Note that the mask may be non-unique between an Item's accounts. - `name` string, required — The name of the account, either assigned by the user or by the financial institution itself - `official_name` string, nullable, required — The official name of the account as given by the financial institution - `type` 'investment' | 'credit' | 'depository' | 'loan' | 'brokerage' | 'other', required — `investment:` Investment account. In API versions 2018-05-22 and earlier, this type is called `brokerage` instead. `credit:` Credit card `depository:` Depository account `loan:` Loan account `other:` Non-specified account type See the [Account type schema](https://plaid.com/docs/api/accounts#account-type-schema) for a full listing of account types and corresponding subtypes. - `subtype` '401a' | '401k' | '403B' | '457b' | '529' | 'auto' | 'brokerage' | 'business' | 'cash isa' | 'cash management' | 'cd' | 'checking' | 'commercial' | 'construction' | 'consumer' | 'credit card' | 'crypto exchange' | 'ebt' | 'education savings account' | 'fhsa' | 'fixed annuity' | 'gic' | 'health reimbursement arrangement' | 'home equity' | 'hsa' | 'isa' | 'ira' | 'keogh' | 'lif' | 'life insurance' | 'limited purpose checking' | 'line of credit' | 'lira' | 'loan' | 'lrif' | 'lrsp' | 'money market' | 'mortgage' | 'mutual fund' | 'non-custodial wallet' | 'non-taxable brokerage account' | 'other' | 'other insurance' | 'other annuity' | 'overdraft' | 'paypal' | 'payroll' | 'pension' | 'prepaid' | 'prif' | 'profit sharing plan' | 'qshr' | 'rdsp' | 'resp' | 'retirement' | 'rlif' | 'roth' | 'roth 401k' | 'roth 403B' | 'roth 457b' | 'roth pension' | 'roth profit sharing plan' | 'roth thrift savings plan' | 'rrif' | 'rrsp' | 'sarsep' | 'savings' | 'sep ira' | 'simple ira' | 'sipp' | 'stock plan' | 'student' | 'thrift savings plan' | 'tfsa' | 'trust' | 'ugma' | 'utma' | 'variable annuity', nullable, required — See the [Account type schema](https://plaid.com/docs/api/accounts/#account-type-schema) for a full listing of account types and corresponding subtypes. - `verification_status` 'automatically_verified' | 'pending_automatic_verification' | 'pending_manual_verification' | 'unsent' | 'manually_verified' | 'verification_expired' | 'verification_failed' | 'database_matched' | 'database_insights_pass' | 'database_insights_pass_with_caution' | 'database_insights_fail' — Indicates an Item's micro-deposit-based verification or database verification status. This field is only populated when using Auth and falling back to micro-deposit or database verification. Possible values are: `pending_automatic_verification`: The Item is pending automatic verification. `pending_manual_verification`: The Item is pending manual micro-deposit verification. Items remain in this state until the user successfully verifies the code. `automatically_verified`: The Item has successfully been automatically verified. `manually_verified`: The Item has successfully been manually verified. `verification_expired`: Plaid was unable to automatically verify the deposit within 7 calendar days and will no longer attempt to validate the Item. Users may retry by submitting their information again through Link. `verification_failed`: The Item failed manual micro-deposit verification because the user exhausted all 3 verification attempts. Users may retry by submitting their information again through Link. `unsent`: The Item is pending micro-deposit verification, but Plaid has not yet sent the micro-deposit. `database_insights_fail`: The Item's numbers have been verified using Plaid's data sources and have signal for being invalid and/or have no signal for being valid. Typically this indicates that the routing number is invalid, the account number does not match the account number format associated with the routing number, or the account has been reported as closed or frozen. Only returned for Auth Items created via Database Auth. `database_insights_pass`: The Item's numbers have been verified using Plaid's data sources: the routing and account number match a routing and account number of an account recognized on the Plaid network, and the account is not known by Plaid to be frozen or closed. Only returned for Auth Items created via Database Auth. `database_insights_pass_with_caution`: The Item's numbers have been verified using Plaid's data sources and have some signal for being valid: the routing and account number were not recognized on the Plaid network, but the routing number is valid and the account number is a potential valid account number for that routing number. Only returned for Auth Items created via Database Auth. `database_matched`: (deprecated) The Item has successfully been verified using Plaid's data sources. Only returned for Auth Items created via Database Match. `null` or empty string: Neither micro-deposit-based verification nor database verification are being used for the Item. - `verification_name` string — The account holder name that was used for micro-deposit and/or database verification. Only returned for Auth Items created via micro-deposit or database verification. This name was manually-entered by the user during Link, unless it was otherwise provided via the `user.legal_name` request field in `/link/token/create` for the Link session that created the Item. - `verification_insights` AccountVerificationInsights — Insights from performing database verification for the account. Only returned for Auth Items using Database Auth. - `name_match_score` integer, nullable — Indicates the score of the name match between the given name provided during database verification (available in the [`verification_name`](https://plaid.com/docs/api/products/auth/#auth-get-response-accounts-verification-name) field if using standard Database Auth, or provided in the request if using `/auth/verify`) and matched Plaid network accounts. If defined, will be a value between 0 and 100. Will be undefined if name matching was not enabled for the database verification session or if there were no eligible Plaid network matches to compare the given name with. - `network_status` AccountVerificationInsightsNetworkStatus, required — Status information about the account and routing number in the Plaid network. - `has_numbers_match` boolean, required — Indicates whether we found at least one matching account for the ACH account and routing number. - `is_numbers_match_verified` boolean, required — Indicates if at least one matching account for the ACH account and routing number is already verified. - `previous_returns` AccountVerificationInsightsPreviousReturns — Information about known ACH returns for the account and routing number. - `has_previous_administrative_return` boolean, required — Indicates whether Plaid's data sources include a known administrative ACH return for this account and routing number. - `account_number_format` 'valid' | 'invalid' | 'unknown', required — Indicator of account number format validity for institution. `valid`: indicates that the account number has a correct format for the institution. `invalid`: indicates that the account number has an incorrect format for the institution. `unknown`: indicates that there was not enough information to determine whether the format is correct for the institution. - `persistent_account_id` string — A unique and persistent identifier for accounts that can be used to trace multiple instances of the same account across different Items for depository accounts. This field is currently supported only for Items at institutions that use Tokenized Account Numbers (i.e., Chase, PNC, and US Bank). Because these accounts have a different account number each time they are linked, this field may be used instead of the account number to uniquely identify an account across multiple Items for payments use cases, helping to reduce duplicate Items or attempted fraud. In Sandbox, this field is populated for TAN-based institutions (`ins_56`, `ins_13`, `ins_127990`) as well as the OAuth Sandbox institution (`ins_127287`); in Production, it will only be populated for accounts at applicable institutions. - `holder_category` 'business' | 'personal' | 'unrecognized', nullable — Indicates the account's categorization as either a personal or a business account. This field is currently in beta; to request access, contact your account manager. - `holdings` Holding[], required — The holdings belonging to the investment account. Details of the securities in the holdings are provided in the `securities` field. - `account_id` string, required — The Plaid `account_id` associated with the holding. - `security_id` string, required — The Plaid `security_id` associated with the holding. Security data is not specific to a user's account; any user who held the same security at the same financial institution at the same time would have identical security data. The `security_id` for the same security will typically be the same across different institutions, but this is not guaranteed. The `security_id` does not typically change, but may change if inherent details of the security change due to a corporate action, for example, in the event of a ticker symbol change or CUSIP change. - `institution_price` number, double, required — The last price given by the institution for this security. - `institution_price_as_of` string, date, nullable — The date at which `institution_price` was current. - `institution_price_datetime` string, date-time, nullable — Date and time at which `institution_price` was current, in ISO 8601 format (YYYY-MM-DDTHH:mm:ssZ). This field is returned for select financial institutions and comes as provided by the institution. It may contain default time values (such as 00:00:00). - `institution_value` number, double, required — The value of the holding, as reported by the institution. - `cost_basis` number, double, nullable, required — The total cost basis of the holding (e.g., the total amount spent to acquire all assets currently in the holding). - `quantity` number, double, required — The total quantity of the asset held, as reported by the financial institution. If the security is an option, `quantity` will reflect the total number of options (typically the number of contracts multiplied by 100), not the number of contracts. - `iso_currency_code` string, nullable, required — The ISO-4217 currency code of the holding. Always `null` if `unofficial_currency_code` is non-`null`. - `unofficial_currency_code` string, nullable, required — The unofficial currency code associated with the holding. Always `null` if `iso_currency_code` is non-`null`. Unofficial currency codes are used for currencies that do not have official ISO currency codes, such as cryptocurrencies and the currencies of certain countries. See the [currency code schema](https://plaid.com/docs/api/accounts#currency-code-schema) for a full listing of supported `unofficial_currency_code`s. - `vested_quantity` number, double, nullable — The total quantity of vested assets held, as reported by the financial institution. Vested assets are only associated with [equities](https://plaid.com/docs/api/products/investments/#investments-holdings-get-response-securities-type). - `vested_value` number, double, nullable — The value of the vested holdings as reported by the institution. - `tax_lots` HoldingTaxLot[] — Per-lot acquisition data for this holding. An empty array indicates the institution does not provide lot-level data. - `institution_lot_id` string, nullable, required — The financial institution's identifier for this lot. Null if the institution does not provide a lot identifier. - `original_purchase_datetime` string, date-time, nullable, required — The date and time this lot was acquired, in ISO 8601 format. Null if the institution does not provide acquisition datetime data. - `quantity` number, double, nullable, required — The number of units of the security in this lot. - `purchase_price` number, double, nullable, required — The price per unit of the security at the time this lot was acquired. - `cost_basis` number, double, nullable, required — The total cost basis of this lot, inclusive of any fees. - `current_value` number, double, nullable, required — The current market value of this lot. - `position_type` 'LONG' | 'SHORT', nullable, required — Indicates whether a holding lot position is long or short. Possible values are `LONG` and `SHORT`. - `securities` Security[], required — Objects describing the securities held in the account. - `security_id` string, required — A unique, Plaid-specific identifier for the security, used to associate securities with holdings. Like all Plaid identifiers, the `security_id` is case sensitive. The `security_id` may change if inherent details of the security change due to a corporate action, for example, in the event of a ticker symbol change or CUSIP change. - `isin` string, nullable, required — 12-character ISIN, a globally unique securities identifier. A verified CUSIP Global Services license is required to receive this data. This field will be null by default for new customers, and null for existing customers starting March 12, 2024. If you would like access to this field, please start the verification process [here](https://docs.google.com/forms/d/e/1FAIpQLSd9asHEYEfmf8fxJTHZTAfAzW4dugsnSu-HS2J51f1mxwd6Sw/viewform). - `cusip` string, nullable, required — 9-character CUSIP, an identifier assigned to North American securities. A verified CUSIP Global Services license is required to receive this data. This field will be null by default for new customers, and null for existing customers starting March 12, 2024. If you would like access to this field, please start the verification process [here](https://docs.google.com/forms/d/e/1FAIpQLSd9asHEYEfmf8fxJTHZTAfAzW4dugsnSu-HS2J51f1mxwd6Sw/viewform). - `sedol` string, nullable, required — (Deprecated) 7-character SEDOL, an identifier assigned to securities in the UK. - `institution_security_id` string, nullable, required — An identifier given to the security by the institution - `institution_id` string, nullable, required — If `institution_security_id` is present, this field indicates the Plaid `institution_id` of the institution to whom the identifier belongs. - `proxy_security_id` string, nullable, required — In certain cases, Plaid will provide the ID of another security whose performance resembles this security, typically when the original security has low volume, or when a private security can be modeled with a publicly traded security. - `name` string, nullable, required — A descriptive name for the security, suitable for display. - `ticker_symbol` string, nullable, required — The security's trading symbol for publicly traded securities, and otherwise a short identifier if available. - `is_cash_equivalent` boolean, nullable, required — Indicates that a security is a highly liquid asset and can be treated like cash. - `type` string, nullable, required — The security type of the holding. In rare instances, a null value is returned when institutional data is insufficient to determine the security type. Valid security types are: `cash`: Cash, currency, and money market funds `cryptocurrency`: Digital or virtual currencies `derivative`: Options, warrants, and other derivative instruments `equity`: Domestic and foreign equities `etf`: Multi-asset exchange-traded investment funds `fixed income`: Bonds and certificates of deposit (CDs) `loan`: Loans and loan receivables `mutual fund`: Open- and closed-end vehicles pooling funds of multiple investors `other`: Unknown or other investment types - `subtype` string, nullable — The security subtype of the holding. In rare instances, a null value is returned when institutional data is insufficient to determine the security subtype. Possible values: `asset backed security`, `bill`, `bond`, `bond with warrants`, `cash`, `cash management bill`, `common stock`, `convertible bond`, `convertible equity`, `cryptocurrency`, `depositary receipt`, `depositary receipt on debt`, `etf`, `float rating note`, `fund of funds`, `hedge fund`, `limited partnership unit`, `medium term note`, `money market debt`, `mortgage backed security`, `municipal bond`, `mutual fund`, `note`, `option`, `other`, `preferred convertible`, `preferred equity`, `private equity fund`, `real estate investment trust`, `structured equity product`, `treasury inflation protected securities`, `unit`, `warrant`. - `close_price` number, double, nullable, required — Price of the security at the close of the previous trading session. Null for non-public securities. If the security is a foreign currency this field will be updated daily and will be priced in USD. If the security is a cryptocurrency, this field will be updated multiple times a day. As crypto prices can fluctuate quickly and data may become stale sooner than other asset classes, refer to `update_datetime` with the time when the price was last updated. - `close_price_as_of` string, date, nullable, required — Date for which `close_price` is accurate. Always `null` if `close_price` is `null`. - `update_datetime` string, date-time, nullable — Date and time at which `close_price` is accurate, in ISO 8601 format (YYYY-MM-DDTHH:mm:ssZ). Always `null` if `close_price` is `null`. - `iso_currency_code` string, nullable, required — The ISO-4217 currency code of the price given. Always `null` if `unofficial_currency_code` is non-`null`. - `unofficial_currency_code` string, nullable, required — The unofficial currency code associated with the security. Always `null` if `iso_currency_code` is non-`null`. Unofficial currency codes are used for currencies that do not have official ISO currency codes, such as cryptocurrencies and the currencies of certain countries. See the [currency code schema](https://plaid.com/docs/api/accounts#currency-code-schema) for a full listing of supported `unofficial_currency_code`s. - `market_identifier_code` string, nullable, required — The ISO-10383 Market Identifier Code of the exchange or market in which the security is being traded. - `sector` string, nullable, required — The sector classification of the security, such as Finance, Health Technology, etc. For a complete list of possible values, please refer to the ["Sectors and Industries" spreadsheet](https://docs.google.com/spreadsheets/d/1L7aXUdqLhxgM8qe7hK67qqKXiUdQqILpwZ0LpxvCVnc). - `industry` string, nullable, required — The industry classification of the security, such as Biotechnology, Airlines, etc. For a complete list of possible values, please refer to the ["Sectors and Industries" spreadsheet](https://docs.google.com/spreadsheets/d/1L7aXUdqLhxgM8qe7hK67qqKXiUdQqILpwZ0LpxvCVnc). - `cfi_code` string, nullable, required — The ISO-10962 Classification of Financial Instruments Code used to classify the security based on its structure and function. - `figi` string, nullable, required — 12-character FIGI, a unique Financial Instrument Global Identifier assigned to securities that is immutable and stays consistent across most corporate actions. This is an open data standard issued by the Object Management Group and administered by Bloomberg L.P. - `option_contract` OptionContract, nullable, required — Details about the option security. For the Sandbox environment, this data is currently only available if the Item is using a [custom Sandbox user](https://plaid.com/docs/sandbox/user-custom/) and the `ticker` field of the custom security follows the [OCC Option Symbol](https://en.wikipedia.org/wiki/Option_symbol#The_OCC_Option_Symbol) standard with no spaces. For an example of simulating this in Sandbox, see the [custom Sandbox GitHub](https://github.com/plaid/sandbox-custom-users). - `contract_type` string, required — The type of this option contract. It is one of: `put`: for Put option contracts `call`: for Call option contracts - `expiration_date` string, date, required — The expiration date for this option contract, in [ISO 8601](https://wikipedia.org/wiki/ISO_8601) format. - `strike_price` number, double, required — The strike price for this option contract, per share of security. - `underlying_security_ticker` string, required — The ticker of the underlying security for this option contract. - `fixed_income` FixedIncome, nullable, required — Details about the fixed income security. - `yield_rate` YieldRate, nullable, required — Details about a fixed income security's expected rate of return. - `percentage` number, double, required — The fixed income security's expected rate of return. - `type` 'coupon' | 'coupon_equivalent' | 'discount' | 'yield' | 'null', nullable, required — The type of rate which indicates how the predicted yield was calculated. It is one of: `coupon`: the annualized interest rate for securities with a one-year term or longer, such as treasury notes and bonds. `coupon_equivalent`: the calculated equivalent for the annualized interest rate factoring in the discount rate and time to maturity, for shorter term, non-interest-bearing securities such as treasury bills. `discount`: the rate at which the present value or cost is discounted from the future value upon maturity, also known as the face value. `yield`: the total predicted rate of return factoring in both the discount rate and the coupon rate, applicable to securities such as exchange-traded bonds which can both be interest-bearing as well as sold at a discount off their face value. - `maturity_date` string, date, nullable, required — The maturity date for this fixed income security, in [ISO 8601](https://wikipedia.org/wiki/ISO_8601) format. - `issue_date` string, date, nullable, required — The issue date for this fixed income security, in [ISO 8601](https://wikipedia.org/wiki/ISO_8601) format. - `face_value` number, double, nullable, required — The face value that is paid upon maturity of the fixed income security, per unit of security. - `owners` InvestmentsAuthOwner[], required — Information about the account owners for the account. - `account_id` string — The ID of the account that this identity information pertains to - `names` string[] — A list of names associated with the account by the financial institution. In the case of a joint account, Plaid will make a best effort to report the names of all account holders. If an Item contains multiple accounts with different owner names, some institutions will report all names associated with the Item in each account's `names` array. - `numbers` InvestmentsAuthGetNumbers, required — Identifying information for transferring holdings to an investment account. - `acats` NumbersACATS[] - `account_id` string, required — The Plaid account ID associated with the account numbers - `account` string, required — The full account number for the account - `dtc_numbers` string[], required — Identifiers for the clearinghouses that are associated with the account in order of relevance. If this array is empty, call `/institutions/get_by_id` with the `item.institution_id` to get the DTC number. - `aton` NumbersATON[] - `account_id` string, required — The Plaid account ID associated with the account numbers - `account` string, required — The full account number for the account - `retirement_401k` NumbersRetirement401k[] - `account_id` string, required — The Plaid account ID associated with the account numbers - `plan` string — The plan number for the employer's 401k retirement plan - `account` string — The full account number for the account - `data_sources` InvestmentsAuthDataSources, required — Object with metadata pertaining to the source of data for the account numbers, owners, and holdings that are returned. - `numbers` 'INSTITUTION' | 'INSTITUTION_MASK' | 'USER' — A description of the source of data for a given product/data type. `INSTITUTION`: The institution supports this product, and the data was provided by the institution. `INSTITUTION_MASK`: The user manually provided the full account number, which was matched to the account mask provided by the institution. Only applicable to the `numbers` data type. `USER`: The institution does not support this product, and the data was manually provided by the user. - `owners` 'INSTITUTION' | 'INSTITUTION_MASK' | 'USER' — A description of the source of data for a given product/data type. `INSTITUTION`: The institution supports this product, and the data was provided by the institution. `INSTITUTION_MASK`: The user manually provided the full account number, which was matched to the account mask provided by the institution. Only applicable to the `numbers` data type. `USER`: The institution does not support this product, and the data was manually provided by the user. - `holdings` 'INSTITUTION' | 'INSTITUTION_MASK' | 'USER' — A description of the source of data for a given product/data type. `INSTITUTION`: The institution supports this product, and the data was provided by the institution. `INSTITUTION_MASK`: The user manually provided the full account number, which was matched to the account mask provided by the institution. Only applicable to the `numbers` data type. `USER`: The institution does not support this product, and the data was manually provided by the user. - `account_details_401k` InvestmentsAuthAccountDetails401k[] — Additional information for accounts of 401k subtype. - `account_id` string — The ID of the 401k account. - `fee_details` InvestmentsAuth401kFeeDetails — Object containing information on account fee transactions for the 401k account. - `account_fee_count_12m` integer, required — Number of account fee transactions on this account, for the past 12 months. - `account_fee_amount_12m` number, float, required — Sum of account fee transactions on this account, for the past 12 months. - `contribution_details` InvestmentsAuth401kContributionDetails — Object containing information on contribution transactions for the 401k account. Note that the sum fields in this object represent the total of absolute contribution values. - `last_contribution_transactions` InvestmentTransaction[], required — A list of the most recent contribution transactions for the 401k account. Includes all contributions made on the same day. - `investment_transaction_id` string, required — The ID of the Investment transaction, unique across all Plaid transactions. Like all Plaid identifiers, the `investment_transaction_id` is case sensitive. - `cancel_transaction_id` string, nullable — A legacy field formerly used internally by Plaid to identify certain canceled transactions. - `account_id` string, required — The `account_id` of the account against which this transaction posted. - `security_id` string, nullable, required — The `security_id` to which this transaction is related. - `date` string, date, required — The [ISO 8601](https://wikipedia.org/wiki/ISO_8601) posting date for the transaction. This is typically the settlement date. - `transaction_datetime` string, date-time, nullable — Timestamp in [ISO 8601](https://wikipedia.org/wiki/ISO_8601) format (`YYYY-MM-DDTHH:mm:ssZ`) representing when the order type was initiated. This field is returned for select financial institutions and reflects the value provided by the institution. - `name` string, required — The institution's description of the transaction. - `quantity` number, double, required — The number of units of the security involved in this transaction. Positive for buy transactions; negative for sell transactions. - `amount` number, double, required — The complete value of the transaction. Positive values when cash is debited, e.g. purchases of stock; negative values when cash is credited, e.g. sales of stock. Treatment remains the same for cash-only movements unassociated with securities. For transactions representing a simultaneous cash contribution and purchase of a security, the portion of the transaction representing the purchase takes precedence, and the `amount` is represented as positive. - `price` number, double, required — The price of the security at which this transaction occurred. - `fees` number, double, nullable, required — The combined value of all fees applied to this transaction - `type` 'buy' | 'sell' | 'cancel' | 'cash' | 'fee' | 'transfer', required — Value is one of the following: `buy`: Buying an investment `sell`: Selling an investment `cancel`: A cancellation of a pending transaction `cash`: Activity that modifies a cash position `fee`: A fee on the account `transfer`: Activity which modifies a position, but not through buy/sell activity e.g. options exercise, portfolio transfer For descriptions of possible transaction types and subtypes, see the [Investment transaction types schema](https://plaid.com/docs/api/accounts/#investment-transaction-types-schema). - `subtype` 'account fee' | 'adjustment' | 'assignment' | 'buy' | 'buy to cover' | 'contribution' | 'deposit' | 'distribution' | 'dividend' | 'dividend reinvestment' | 'exercise' | 'expire' | 'fund fee' | 'interest' | 'interest receivable' | 'interest reinvestment' | 'legal fee' | 'loan payment' | 'long-term capital gain' | 'long-term capital gain reinvestment' | 'management fee' | 'margin expense' | 'merger' | 'miscellaneous fee' | 'non-qualified dividend' | 'non-resident tax' | 'pending credit' | 'pending debit' | 'qualified dividend' | 'rebalance' | 'return of principal' | 'request' | 'sell' | 'sell short' | 'send' | 'short-term capital gain' | 'short-term capital gain reinvestment' | 'spin off' | 'split' | 'stock distribution' | 'tax' | 'tax withheld' | 'trade' | 'transfer' | 'transfer fee' | 'trust fee' | 'unqualified gain' | 'withdrawal', required — For descriptions of possible transaction types and subtypes, see the [Investment transaction types schema](https://plaid.com/docs/api/accounts/#investment-transaction-types-schema). - `iso_currency_code` string, nullable, required — The ISO-4217 currency code of the transaction. Always `null` if `unofficial_currency_code` is non-`null`. - `unofficial_currency_code` string, nullable, required — The unofficial currency code associated with the transaction. Always `null` if `iso_currency_code` is non-`null`. Unofficial currency codes are used for currencies that do not have official ISO currency codes, such as cryptocurrencies and the currencies of certain countries. See the [currency code schema](https://plaid.com/docs/api/accounts#currency-code-schema) for a full listing of supported `unofficial_currency_code`s. - `contribution_count_1m` integer, required — Number of contribution transactions on this account, for the past month. - `contribution_amount_1m` number, float, required — Sum of the contribution transactions on this account, for the past month. - `contribution_count_6m` integer, required — Number of contribution transactions on this account, for the past 6 months. - `contribution_amount_6m` number, float, required — Sum of the contribution transactions on this account, for the past 6 months. - `contribution_count_12m` integer, required — Number of contribution transactions on this account, for the past 12 months. - `contribution_amount_12m` number, float, required — Sum of the contribution transactions on this account, for the past 12 months. - `is_investments_fallback_item` boolean — When true, this field indicates that the Item's portfolio was manually created with the Investments Fallback flow. - `request_id` string, required — A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive. ## Other responses - `default` — Error response --- [API](https://skmtc.net/plaid/apis/the-plaid-api.md) · [All operations](https://skmtc.net/plaid/apis/the-plaid-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/plaid/the-plaid-api/versions/64c4514ea59b/schema)