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GET
List all investment holdings

Authorizations

X-Access-Client-Id
string
header
required

Client ID

X-Access-Secret
string
header
required

Client Access Key

Path Parameters

Link ID

Query Parameters

account_ids
string

Comma-separated list of account IDs to filter holdings

account_subtypes
string

Comma-separated list of account subtypes to filter holdings (e.g., PLAN_401_K, IRA, BROKERAGE)

holding_types
string

Comma-separated list of holding types to filter holdings (e.g., EQUITY, MUTUAL_FUND, OPTIONS)

page
integer

A page number within the paginated result set.

page_size
integer

Number of results to return per page. Default is 100, maximum is 500.

Response

next
string<uri> | null
required
Minimum string length: 1
previous
string<uri> | null
required
Minimum string length: 1
accounts
object[]
required
holdings
object[]
required
count
integer