Access detailed information on underlying holdings and positions of investment accounts.
View your users’ balances and transactions from brokerage holdings, including individual underlying investments, contributions, investment loans, open orders, pension sources, vesting, and more.
Enable users and financial advisors to collate investments, assets, and other held-away account information for one sweeping financial picture.
Access balances and rates of bank accounts, credit cards, loans, investments, and more.
Access up to two years of transaction data across account types, including amounts, dates, and descriptions.