Sample - Plaid API
POST/investments/holdings/get

Get investment holdings

Retrieves user-authorized holdings for investment accounts associated with an Item. Use access_token to identify the Item and optionally provide options.account_ids to limit the returned accounts. The response includes accounts, holdings, securities, Item metadata, and whether the Item uses the Investments Fallback flow.

  • RetriesRetries up to 2×, 500ms backoff, 30s timeout.

4 body fields

Credentials, an Item access token, and optional account filters for retrieving investment holdings.

client_idstringoptional
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.
secretstringoptional
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.
access_tokenstringrequired
The access token associated with the Item for which data is being requested.
optionsobjectoptional
An optional object to filter `/investments/holdings/get` results. If provided, must not be `null`.

2 status codes
200Returns the Item's accounts, holdings, securities, Item metadata, `request_id`, and an optional `is_investments_fallback_item` indicator.
accountsarray<InvestmentAccount>required
The accounts associated with the Item
holdingsarray<Holding>required
The holdings belonging to investment accounts associated with the Item. Details of the securities in the holdings are provided in the `securities` field.
securitiesarray<Security>required
Objects describing the securities held in the accounts associated with the Item.
itemobjectrequired
Metadata about the Item.
request_idstringrequired
A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.
is_investments_fallback_itembooleanoptional
When true, this field indicates that the Item's portfolio was manually created with the Investments Fallback flow.
defaultError response
error_typestringrequired
A broad categorization of the error. Safe for programmatic use.
Allowed:INVALID_REQUESTINVALID_RESULTINVALID_INPUTINSTITUTION_ERRORRATE_LIMIT_EXCEEDEDAPI_ERRORITEM_ERRORASSET_REPORT_ERRORBASE_REPORT_ERRORRECAPTCHA_ERROROAUTH_ERRORPAYMENT_ERROR
error_codestringrequired
The particular error code. Safe for programmatic use.
error_code_reasonstringoptional
The specific reason for the error code. Currently, reasons are only supported for OAuth-based item errors; `null` will be returned otherwise. Safe for programmatic use. Possible values: `OAUTH_INVALID_TOKEN`: The user's OAuth connection to this institution has been invalidated. `OAUTH_CONSENT_EXPIRED`: The user's access consent for this OAuth connection to this institution has expired. `OAUTH_USER_REVOKED`: The user's OAuth connection to this institution is invalid because the user revoked their connection.
error_messagestringrequired
A developer-friendly representation of the error code. This may change over time and is not safe for programmatic use.
display_messagestringrequired
A user-friendly representation of the error code. `null` if the error is not related to user action. This may change over time and is not safe for programmatic use.
request_idstringoptional
A unique ID identifying the request, to be used for troubleshooting purposes. This field will be omitted in errors provided by webhooks.
causesarrayoptional
In this product, a request can pertain to more than one Item. If an error is returned for such a request, `causes` will return an array of errors containing a breakdown of these errors on the individual Item level, if any can be identified. `causes` will be provided for the `error_type` `ASSET_REPORT_ERROR` or `CHECK_REPORT_ERROR`. `causes` will also not be populated inside an error nested within a `warning` object.
statusintegeroptional
The HTTP status code associated with the error. This will only be returned in the response body when the error information is provided via a webhook.
documentation_urlstringoptional
The URL of a Plaid documentation page with more information about the error
suggested_actionstringoptional
Suggested steps for resolving the error
required_account_subtypesarray<string>optional
A list of the account subtypes that were requested via the `account_filters` parameter in `/link/token/create`. Currently only populated for `NO_ACCOUNTS` errors from Items with `investments_auth` as an enabled product.
provided_account_subtypesarray<string>optional
A list of the account subtypes that were extracted but did not match the requested subtypes via the `account_filters` parameter in `/link/token/create`. Currently only populated for `NO_ACCOUNTS` errors from Items with `investments_auth` as an enabled product.

Error handling

access_token is required and must identify the Item whose investment data you want to retrieve. If supplied, options must not be null, and every account_ids value must identify an account associated with that Item.