Investments
Access holdings and transactions data from investment accounts.
Investments can enable a wide range of use cases—from net worth assessment and financial planning, to performance reporting and risk optimization Investments enables businesses to obtain holding, security, and transactions data for investment-type accounts from financial institutions.
Features
Benefits
Features
Comprehensive investment holdings data
Get a detailed breakdown of an account’s holdings, including quantity, price, total value, ticker, and common nameDetailed investment transactions data
Get details on transactions that create a change in one or more holdings in a portfolio, such as buys, sells, splits, or dividends. Cash transfers in and out of an investment account are also returned.Full breadth of account types
Plaid provides connectivity to nearly 20 account types- from brokerage and retirement accounts, to 529s and HSAs.Expansive institution coverage
Retrieve investment data from a broad coverage network that includes banks, brokerages, crypto exchanges, credit unions, and retirement plan providersBenefits
Understand a user’s investments
Standardized data for easier processing