List all investment holdings
The endpoint returns a paginated list of investment accounts and their associated holdings, including positions, quantities, values, and asset details. Supports optional filtering by account IDs, account subtypes, and holding types.
Authorizations
Client ID
Client Access Key
Path Parameters
Link ID
Query Parameters
Comma-separated list of account IDs to filter holdings
Comma-separated list of account subtypes to filter holdings (e.g., PLAN_401_K, IRA, BROKERAGE)
Comma-separated list of holding types to filter holdings (e.g., EQUITY, MUTUAL_FUND, OPTIONS)
A page number within the paginated result set.
Number of results to return per page. Default is 100, maximum is 500.