investmentsTransactionsGet
The /investments/transactions/get endpoint allows developers to retrieve user-authorized transaction data for investment accounts.
Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift.
Due to the potentially large number of investment transactions associated with an Item, results are paginated. Manipulate the count and offset parameters in conjunction with the total_investment_transactions response body field to fetch all available investment transactions.
Authorization
PLAID-CLIENT-ID PLAID-SECRET Plaid-Version In: header
In: header
In: header
Request Body
application/json
InvestmentsTransactionsGetRequest defines the request schema for /investments/transactions/get
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
The access token associated with the Item data is being requested for.
The earliest date for which to fetch transaction history. Dates should be formatted as YYYY-MM-DD.
dateThe most recent date for which to fetch transaction history. Dates should be formatted as YYYY-MM-DD.
dateAn optional object to filter /investments/transactions/get results. If provided, must be non-null.
Response Body
application/json
curl -X POST "https://example.com/investments/transactions/get" \ -H "Content-Type: application/json" \ -d '{ "access_token": "string", "start_date": "2019-08-24", "end_date": "2019-08-24" }'{ "accounts": [ { "account_id": "5e66Dl6jNatx3nXPGwZ7UkJed4z6KBcZA4Rbe", "balances": { "available": 100, "current": 110, "iso_currency_code": "USD", "limit": null, "unofficial_currency_code": null }, "mask": "0000", "name": "Plaid Checking", "official_name": "Plaid Gold Standard 0% Interest Checking", "subtype": "checking", "type": "depository" }, { "account_id": "KqZZMoZmBWHJlz7yKaZjHZb78VNpaxfVa7e5z", "balances": { "available": null, "current": 320.76, "iso_currency_code": "USD", "limit": null, "unofficial_currency_code": null }, "mask": "5555", "name": "Plaid IRA", "official_name": null, "subtype": "ira", "type": "investment" }, { "account_id": "rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj", "balances": { "available": null, "current": 23631.9805, "iso_currency_code": "USD", "limit": null, "unofficial_currency_code": null }, "mask": "6666", "name": "Plaid 401k", "official_name": null, "subtype": "401k", "type": "investment" } ], "investment_transactions": [ { "account_id": "rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj", "amount": -8.72, "cancel_transaction_id": null, "date": "2020-05-29", "fees": 0, "investment_transaction_id": "oq99Pz97joHQem4BNjXECev1E4B6L6sRzwANW", "iso_currency_code": "USD", "name": "INCOME DIV DIVIDEND RECEIVED", "price": 0, "quantity": 0, "security_id": "eW4jmnjd6AtjxXVrjmj6SX1dNEdZp3Cy8RnRQ", "subtype": "dividend", "type": "cash", "unofficial_currency_code": null }, { "account_id": "rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj", "amount": -1289.01, "cancel_transaction_id": null, "date": "2020-05-28", "fees": 7.99, "investment_transaction_id": "pK99jB9e7mtwjA435GpVuMvmWQKVbVFLWme57", "iso_currency_code": "USD", "name": "SELL Matthews Pacific Tiger Fund Insti Class", "price": 27.53, "quantity": -47.74104242992852, "security_id": "JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP", "subtype": "sell", "type": "sell", "unofficial_currency_code": null }, { "account_id": "rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj", "amount": 7.7, "cancel_transaction_id": null, "date": "2020-05-27", "fees": 7.99, "investment_transaction_id": "LKoo1ko93wtreBwM7yQnuQ3P5DNKbKSPRzBNv", "iso_currency_code": "USD", "name": "BUY DoubleLine Total Return Bond Fund", "price": 10.42, "quantity": 0.7388014749727547, "security_id": "NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk", "subtype": "buy", "type": "buy", "unofficial_currency_code": null } ], "item": { "available_products": [ "assets", "balance", "identity", "transactions" ], "billed_products": [ "auth", "investments" ], "consent_expiration_time": null, "error": null, "institution_id": "ins_12", "item_id": "8Mqq5rqQ7Pcxq9MGDv3JULZ6yzZDLMCwoxGDq", "update_type": "background", "webhook": "https://www.genericwebhookurl.com/webhook" }, "request_id": "iv4q3ZlytOOthkv", "securities": [ { "close_price": 27, "close_price_as_of": null, "cusip": "577130834", "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": "US5771308344", "iso_currency_code": "USD", "name": "Matthews Pacific Tiger Fund Insti Class", "proxy_security_id": null, "security_id": "JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP", "sedol": null, "ticker_symbol": "MIPTX", "type": "mutual fund", "unofficial_currency_code": null }, { "close_price": 10.42, "close_price_as_of": null, "cusip": "258620103", "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": "US2586201038", "iso_currency_code": "USD", "name": "DoubleLine Total Return Bond Fund", "proxy_security_id": null, "security_id": "NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk", "sedol": null, "ticker_symbol": "DBLTX", "type": "mutual fund", "unofficial_currency_code": null }, { "close_price": 34.73, "close_price_as_of": null, "cusip": "84470P109", "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": "US84470P1093", "iso_currency_code": "USD", "name": "Southside Bancshares Inc.", "proxy_security_id": null, "security_id": "eW4jmnjd6AtjxXVrjmj6SX1dNEdZp3Cy8RnRQ", "sedol": null, "ticker_symbol": "SBSI", "type": "equity", "unofficial_currency_code": null } ], "total_investment_transactions": 3}sandboxBankTransferSimulate POST
Use the `/sandbox/bank_transfer/simulate` endpoint to simulate a bank transfer event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/bank_transfer/event/sync` or `/bank_transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
investmentsHoldingsGet POST
The `/investments/holdings/get` endpoint allows developers to receive user-authorized stock position data for `investment`-type accounts.