> ## 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 transactions > Use this endpoint to filter financial account investment transactions by various parameters. ## OpenAPI ````yaml /openapi/banklinking-20260203.json get /bank-linking/investments/transactions 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/transactions: get: tags: - Investments summary: Search financial account investment transactions description: >- Use this endpoint to filter financial account investment transactions by various parameters. operationId: bank-linking-investment-transactions-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: statuses in: query description: >- Comma separated list of financial account investment transaction statuses required: false schema: type: string default: '' enum: - PENDING - POSTED - name: startDate in: query description: Start date to begin search from of format yyyy-mm-dd required: false schema: type: string default: '' - name: endDate in: query description: End date stop search on of format yyyy-mm-dd 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 transaction's position in the paginated list of results -- used to indicate that only investment transactions residing before this key will be retrieved. Each investment transaction 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 transaction's position in the paginated list of results -- used to indicate that only investment transactions residing after this key will be retrieved. Each investment transaction 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 transactions. *Default value*: 100 *Minimum value*: 1 *Maximum value*: 1000 required: false schema: type: string default: '' responses: '200': description: Financial account investment transactions are returned content: '*/*': schema: $ref: '#/components/schemas/FinancialAccountInvestmentTransactionPage' '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: FinancialAccountInvestmentTransactionPage: type: object properties: count: type: integer format: int32 description: Number of financial account investment transactions returned. investmentTransactions: type: array description: Financial account investment transactions items: $ref: '#/components/schemas/FinancialAccountInvestmentTransaction' remaining: type: integer format: int32 description: >- Number of remaining financial account investment transactions before/after this page, depending on the direction this page was selected. FinancialAccountInvestmentTransaction: 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. amount: type: number description: Amount connectionIds: type: array description: Ids of connections used to load data for this transaction items: type: string costBasis: type: number description: Original total value currency: type: string description: Currency 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 transaction key: type: string description: >- When this financial account investment transaction is part of a paginated list, this key represents its position in the list postedDate: type: string format: date-time description: Posted date quantity: type: number description: Total quantity held serviceProviderDetails: type: array description: >- Raw service provider details for the service provider investment transaction(s) associated with this Financial Account Investment Transaction. 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: {} status: type: string description: Status enum: - PENDING - POSTED symbol: type: string description: >- Security identifier. Will be the trading symbol if for publicly traded securities. transactionDate: type: string format: date-time description: Transaction date type: type: string description: Transaction Type enum: - SELL - BUY - CANCEL - CASH - OTHER - TRANSFER securitySchemes: ApiKeyAuth: type: apiKey in: header name: Authorization x-default: BASIC ````