Search financial account investment holdings

get

https://api-sb.meld.io/bank-linking/investments/holdings

Use this endpoint to filter financial account investment holdings by various parameters.

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Query Params

customerId

string

Meld generated unique identifier for your customer. This should be used to track customer activity. Should not be provided in conjunction with externalCustomerId

externalCustomerId

string

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 withcustomerId

financialAccountId

string

Financial account id

connectionId

string

Connection Id

before

string

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 <a href=https://docs.meld.io/docs/pagination>Pagination

The before and after fields cannot be used in the same request.

after

string

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 <a href=https://docs.meld.io/docs/pagination>Pagination

The before and after fields cannot be used in the same request.

limit

int32

Limits number of returned financial account investment holdings.

Default value: 100

Minimum value: 1

Maximum value: 1000

Responses

400

Bad Request : check request values and format

401

Invalid credentials

403

Unauthenticated or authenticated with insufficient access

500

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.

Language

Credentials

Header

URL

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Response

Click Try It! to start a request and see the response here! Or choose an example:

*/*

200Financial account investment holdings are returned