MX Investment Transactions Mapping

This data comes from MX’s /users/{user_guid} /accounts/{account_guid}/transactions endpoint and is returned from Meld’s /bank-linking/investments/transactions endpoint.

Example: an MX investment transaction with account.balance: 5200.10, account.guid: "ACT-123", amount: 925.25, currency_code: "USD", description: "BUY AAPL", transacted_at: "2024-01-15", posted_at: "2024-01-15", category: "buy" maps to Meld cashBalance: 5200.10, accountId: "ACT-123", amount: 925.25, currency: "USD", description: "BUY AAPL", transactionDate: "2024-01-15", postedDate: "2024-01-15", type: "buy".

MX does not return per-security details on investment transactions. symbol, quantity, and costBasis are not populated when sourced from MX.

Meld Field	Description	Mx Response Field
symbol	The symbol of the security	Not available
quantity	The number of shares of the security	Not available
costBasis	The purchase price of the holding, per share	Not available
cashBalance	The cash balance of the account after the transaction	account.balance
accountId	The Id of the financial account	account.guid
amount	The total currency involved in the transaction	amount
currency	The ISO currency code that was used to purchase the holding	currency_code
description	A description of the transaction	description
status	The status of the transaction	status
transactionDate	The date the transaction was initiated	transacted_at
postedDate	The date the transaction was finalized	posted_at
type	The investment transaction’s type	category

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MX Investment Transactions Mapping