| ENDPOINT | METHOD | DESCRIPTION |
|---|---|---|
| Investments | POST | Retrieves investment account balances, holdings, and positions for a user. |
| GetWealthNightlyRefreshStatus | GET | Returns a list of investment connections with failed or stalled nightly refreshes and error details. |
| Investments (Delete) | DELETE | Deletes both investment and banking data associated with a given login. |
Account-linking
Investment Account Linking
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.