> ## Documentation Index > Fetch the complete documentation index at: https://docs.meld.io/llms.txt > Use this file to discover all available pages before exploring further. # Search financial account investment holdings > Use this endpoint to filter financial account investment holdings by various parameters. ## OpenAPI ````yaml /openapi/banklinking-20260203.json get /bank-linking/investments/holdings openapi: 3.1.0 info: title: BANK LINKING termsOfService: urn:tos license: name: Apache 2.0 url: https://springdoc.org version: '2026-02-03' description: '' servers: - url: https://api-sb.meld.io description: Meld API sandbox - url: https://api.meld.io description: Meld API production security: [] tags: - name: Financial Account Connect - name: Financial Account Transactions - name: Financial Accounts - name: Institutions paths: /bank-linking/investments/holdings: get: tags: - Investments summary: Search financial account investment holdings description: >- Use this endpoint to filter financial account investment holdings by various parameters. operationId: bank-linking-investment-holdings-search parameters: - name: customerId in: query description: >- Meld generated unique identifier for your customer. This should be used to track customer activity. Should not be provided in conjunction with `externalCustomerId` required: false schema: type: string default: '' - name: externalCustomerId in: query description: >- Your unique identifier for your customer. If maintaining your own customer management system this can also be used for tracking customer activity. Should not be provided in conjunction with`customerId` required: false schema: type: string default: '' - name: financialAccountId in: query description: Financial account id required: false schema: type: string default: '' - name: connectionId in: query description: Connection Id required: false schema: type: string default: '' - name: before in: query description: >- Unique key corresponding to a investment holding's position in the paginated list of results -- used to indicate that only investment holdings residing before this key will be retrieved. Each investment holding carries a unique key. Reference [Pagination](https://docs.meld.io/docs/pagination) The ***before*** and ***after*** fields cannot be used in the same request. required: false schema: type: string default: '' - name: after in: query description: >- Unique key corresponding to a investment holding's position in the paginated list of results -- used to indicate that only investment holdings residing after this key will be retrieved. Each investment holding carries a unique key. Reference [Pagination](https://docs.meld.io/docs/pagination) The ***before*** and ***after*** fields cannot be used in the same request. required: false schema: type: string default: '' - name: limit in: query description: |- Limits number of returned financial account investment holdings. *Default value*: 100 *Minimum value*: 1 *Maximum value*: 1000 required: false schema: type: string default: '' responses: '200': description: Financial account investment holdings are returned content: '*/*': schema: $ref: '#/components/schemas/FinancialAccountInvestmentHoldingPage' '400': description: 'Bad Request : check request values and format' '401': description: Invalid credentials '403': description: Unauthenticated or authenticated with insufficient access '500': description: >- Server Error. This applies to all 5xx errors, including but not limited to 500, 501, 502, 503, and 504 errors. You should treat all of these errors the same. security: - ApiKeyAuth: [] components: schemas: FinancialAccountInvestmentHoldingPage: type: object properties: count: type: integer format: int32 description: Number of financial account investment holdings returned. investmentHoldings: type: array description: Financial account investment holdings items: $ref: '#/components/schemas/FinancialAccountInvestmentHolding' remaining: type: integer format: int32 description: >- Number of remaining financial account investment holdings before/after this page, depending on the direction this page was selected. FinancialAccountInvestmentHolding: type: object properties: accountId: type: string description: >- 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: type: number description: Price of the asset at the close of the previous trading session connectionIds: type: array description: Connection(s) this holding belongs to. items: type: string costBasis: type: number description: Original total value currency: type: string description: Currency of the amounts currentValue: type: number description: >- Total value at the close of previous trading session. Null for non-publicly traded securities cusip: type: string description: cusip customerId: type: string description: >- Meld generated unique identifier for your customer. This should be used to track customer activity. description: type: string description: Description externalCustomerId: type: string description: >- Your unique identifier for your customer. If maintaining your own customer management system this can also be used for tracking customer activity. financialAccountId: type: string description: Financial Account id id: type: string description: The id of the financial account investment holding isin: type: string description: isin key: type: string description: >- When this financial account investment holding is part of a paginated list, this key represents its position in the list quantity: type: number description: >- 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: type: array description: >- 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. items: type: object additionalProperties: {} symbol: type: string description: >- Security identifier. Will be the trading symbol if for publicly traded securities or the crypto currency symbol for crypto holdings. type: type: string description: Holding type enum: - STOCK - MUTUAL_FUND - CASH - OTHER - REAL_ESTATE - ETF - DERIVATIVE - DIGITAL_ASSET - BOND securitySchemes: ApiKeyAuth: type: apiKey in: header name: Authorization x-default: BASIC ````