v51

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

plaid

Retrieve Investment Holdings

This endpoint returns the stock position data of the account associated with a given processor token.

post/processor/investments/holdings/get

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.

is_investments_fallback_itemboolean

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

request_idstring

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