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Investments

Access detailed information on underlying holdings and positions of investment accounts.

Sign up and test Investments View documentation
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Access held-away assets

View your users’ brokerage holdings, including individual underlying investments, contributions, investment loans, open orders, pension sources, vesting, and more.

{
    : "426444887",
    : "IRA",
    : "*****5071",
    : {
        : "USD"
    },
    : "Rollover IRA",
    : [],
    : "My IRA",
    : "RolloverIRA Investment Acct",
    : "OPEN",
    : "ASSET",
    : "FIXED",
    : "2022-04-08T08:46:14",
    : "2022-04-08T08:46:14",
    : "FID",
    : false,
    : 69746.83,
    : "2022-04-08T08:46:14",
    : [
        {
            : "2022-04-07T00:00:00",
            : "Minimumequitycall",
            : "AMOUNT",
            : 0,
            : {

Akoya’s Investments product

View documentation 
{
    : "426444887",
    : "IRA",
    : "*****5071",
    : {
        : "USD"
    },
    : "Rollover IRA",
    : [],
    : "My IRA",
    : "RolloverIRA Investment Acct",
    : "OPEN",
    : "ASSET",
    : "FIXED",
    : "2022-04-08T08:46:14",
    : "2022-04-08T08:46:14",
    : "FID",
    : false,
    : 69746.83,
    : "2022-04-08T08:46:14",
    : [
        {
            : "2022-04-07T00:00:00",
            : "Minimumequitycall",
            : "AMOUNT",
            : 0,
            : {
Graphic depicting investments api product data elements table

Applicable use cases

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Wealth Management & Investing

Enable users and financial advisors to collate investments, assets, and other held-away account information for one sweeping financial picture.

View use case

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Access up to two years of transaction data across account types, including amounts, dates, and descriptions.

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