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    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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    Unlock investment insights with the Accounts & Investments API  

    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. 

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    Access held-away assets
    ACCOUNTS & INVESTMENTS

    Key use cases for the Accounts & Investments API

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    Wealth Management & Investing icon

    Wealth management & investing

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

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    ACCOUNTS & INVESTMENTS

    100% user-permissioned investment account API 

    The Accounts & Investments product ensures that all data is 100% user-permissioned—never scraped. Built on the secure Akoya network, the API delivers a developer-friendly experience, seamless integration, and the reliable, FDX-compliant investment data needed for modern financial workflows. 

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    ACCOUNTS & INVESTMENTS

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    Provide users with seamless access to transaction data, including amounts, dates, and descriptions, across account types. 

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

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    Get started with Accounts & Investments today

    Start accessing secure, user-permissioned investment and account data with Akoya’s investment account API. Visit our Developer Sandbox to test, explore the documentation, and integrate quickly with FDX-standardized endpoints. 

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    Read API docs