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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’ balances and transactions from 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

Related products

Graphic depicting balances api product

Balances

Access balances and rates of bank accounts, credit cards, loans, investments, and more.

Learn more
Graphic depicting transactions api product

Transactions

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

Learn more

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