ACCOUNTS & INVESTMENTS
Holistic views of user investments
Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts.
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Access held-away assets
Accounts & Investments allows you to provide users access to brokerage holdings, including individual underlying investments, contributions, investment loans, open orders, pension sources, vesting, and more. This product combines basic user account information with balance data and extended investment details to provide robust, in-depth insights into investments.
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ACCOUNTS & INVESTMENTS
Related products
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Transactions
Provide users with seamless access to transaction data, including amounts, dates, and descriptions, across account types.
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Balances
Enable your users to access balances for bank accounts, credit cards, loans, investments, and more.