> ## 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.

# Retrieving Connection Data

Once your customer has successfully completed a connection and Meld has signaled that data is ready (see [When Is Your Data Available](/docs/bank-linking/get-connection-data/when-is-your-data-available)), you can call the endpoints below to read their financial data. This page is for backend developers fetching connection data from Meld's REST API.

## Before you begin

<Info>
  * You have received the `BANK_LINKING_ACCOUNTS_UPDATED` or `BANK_LINKING_TRANSACTIONS_AGGREGATED` webhook for the product you intend to query
  * You know the `customerId`, `externalCustomerId`, `connectionId`, or `financialAccountId` you want to scope the query to
  * Your API key has access to the relevant products
</Info>

## Accessing customer financial data

Meld's data endpoints follow two patterns:

* **Get a single result by id** — pass the resource id.
* **Filter through results by query parameters** — typical filters include:
  * `externalCustomerId` — the id you provided Meld for your customer.
  * `customerId` — the id Meld assigned for your customer.
  * `institutionId` — the Meld id for a financial institution.
  * `financialAccountId` — the Meld id for your customer's financial account.

### Financial data

To retrieve [Balances](/docs/bank-linking/bank-linking-quickstart/bank-linking-products/account-balances), [Identifiers](/docs/bank-linking/bank-linking-quickstart/bank-linking-products/account-identifiers), or [Owners](/docs/bank-linking/bank-linking-quickstart/bank-linking-products/account-owners), use the financial accounts endpoint.

To retrieve [Transactions](/docs/bank-linking/bank-linking-quickstart/bank-linking-products/account-transactions), use the transactions endpoint. Transactions are ordered newest first per financial account.

To retrieve [Investment Holdings](/docs/bank-linking/bank-linking-quickstart/bank-linking-products/account-investments), use the investment holdings endpoint.

To retrieve **Investment Transactions**, use the investment transactions endpoint.

### Metadata

To retrieve a list of connections, use the connections endpoint.

<Note>
  For the complete request and response schema for each endpoint listed above, refer to the [Bank Linking API reference](/api-reference/bank-linking).
</Note>

<Tip>
  For updating transaction data efficiently on subsequent calls, see [When Is Your Data Available — Updating Transaction Data](/docs/bank-linking/get-connection-data/when-is-your-data-available). The recommended approach is to fetch only the last 14 days when handling routine background aggregations.
</Tip>