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The Investments product will be retired on April 30, 2026. New integrations are not supported, and existing integrations will stop working after this date.
Use these endpoints to perform actions related to connecting an investment account. Review the table below to determine which endpoint(s) you need to call.
ENDPOINTMETHODDESCRIPTION
InvestmentsPOSTRetrieves investment account balances, holdings, and positions for a user.
GetWealthNightlyRefreshStatusGETReturns a list of investment connections with failed or stalled nightly refreshes and error details.
Investments (Delete)DELETEDeletes both investment and banking data associated with a given login.