ACCOUNTS & INVESTMENTS

Accounts & Investments API for holistic portfolio insights

Give users and their financial advisors secure, permissioned access to in-depth portfolio data and holdings across investment accounts, all through one seamless Accounts & Investments API. 

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Uncover new insights with Accounts and Investments  

Akoya’s Accounts & Investments product gives users and their financial advisors secure, permissioned access to detailed information on underlying holdings and positions of investment accounts. 

Access held-away assets
ACCOUNTS & INVESTMENTS

Key use cases for the Accounts & Investments API

ACCOUNTS & INVESTMENTS

100% user-permissioned Investment account API  

Akoya’s Accounts & Investments API provides 100% user-permissioned data—never scraped, for secure, reliable access to investment information. Built on the Akoya network, it offers seamless integration, a developer-friendly experience, and FDX-aligned data for modern financial applications.

ACCOUNTS & INVESTMENTS

Related API products

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Transactions

Access transaction data, including amounts, dates, and details, across all account types.

Balances icon

Balances

Give users access to balances for bank accounts, credit cards, loans, investments, and more. 

Get started with Accounts & Investments

Access secure, user-permissioned data with Akoya’s Accounts and Investments API. Test in our developer sandbox and integrate quickly using FDX-standardized endpoints.