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GET
/
bank-linking
/
investments
/
holdings
/
{investmentHoldingId}
Get a financial account investment holding
curl --request GET \
  --url https://api-sb.meld.io/bank-linking/investments/holdings/{investmentHoldingId} \
  --header 'Authorization: <api-key>'
{
  "accountId": "<string>",
  "closePrice": 123,
  "connectionIds": [
    "<string>"
  ],
  "costBasis": 123,
  "currency": "<string>",
  "currentValue": 123,
  "cusip": "<string>",
  "customerId": "<string>",
  "description": "<string>",
  "externalCustomerId": "<string>",
  "financialAccountId": "<string>",
  "id": "<string>",
  "isin": "<string>",
  "key": "<string>",
  "quantity": 123,
  "serviceProviderDetails": [
    {}
  ],
  "symbol": "<string>"
}

Authorizations

​
Authorization
string
header
default:BASIC <Meld API Key>
required

Path Parameters

​
investmentHoldingId
string
required

Investment Holding id

Response

Financial account investment holding is returned

​
accountId
string

The unique identifier of your account with Meld. This id will be the same for all calls to Meld endpoints made from this account.

​
closePrice
number

Price of the asset at the close of the previous trading session

​
connectionIds
string[]

Connection(s) this holding belongs to.

​
costBasis
number

Original total value

​
currency
string

Currency of the amounts

​
currentValue
number

Total value at the close of previous trading session. Null for non-publicly traded securities

​
cusip
string

cusip

​
customerId
string

Meld generated unique identifier for your customer. This should be used to track customer activity.

​
description
string

Description

​
externalCustomerId
string

Your unique identifier for your customer. If maintaining your own customer management system this can also be used for tracking customer activity.

​
financialAccountId
string

Financial Account id

​
id
string

The id of the financial account investment holding

​
isin
string

isin

​
key
string

When this financial account investment holding is part of a paginated list, this key represents its position in the list

​
quantity
number

Total number of units of the asset held. Depending on the type of the holding, this will be either the number of shares, number of options, or the number of crypto currency tokens held.

​
serviceProviderDetails
object[]

Raw service provider details for the service provider investment holdings(s) associated with this Financial Account Investment Holding. The raw format varies by service provider, but each result will always contain a serviceProvider field and an updatedAt field. Results are ordered by updatedAt, with the most recent result at the start of the list, and the oldest at the bottom.

​
symbol
string

Security identifier. Will be the trading symbol if for publicly traded securities or the crypto currency symbol for crypto holdings.

​
type
enum<string>

Holding type

Available options:
STOCK,
MUTUAL_FUND,
CASH,
OTHER,
REAL_ESTATE,
ETF,
DERIVATIVE,
DIGITAL_ASSET,
BOND