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List all investment holdings

get
https://prod.truv.com/v1/links//investments/

The endpoint returns a paginated list of investment accounts and their associated holdings, including positions, quantities, values, and asset details. Supports optional filtering by account IDs, account subtypes, and holding types.

Path Params
string
required

Link ID

Query Params
string

Comma-separated list of account IDs to filter holdings

string

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

string

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

integer

A page number within the paginated result set.

integer

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

Responses

Updated about 15 hours ago

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Updated about 15 hours ago