API Reference
Returns the balance for the specified account
Authorization
BearerAuth AuthorizationBearer <token>
Data and portal endpoints: use the access_token returned by POST /users or POST /oauth/token.
In: header
Path Parameters
accountId*string
Response Body
application/json
application/json
application/json
application/json
application/json
curl -X GET "https://example.com/api/platform/v1/accounts/string/balance"{
"balance": {
"amount": 0,
"currency": "string"
}
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}Get user's account transactions GET
Returns transactions for the specified account. Use include_pending=true to include pending transactions.
Get user's account holdings GET
Returns investment holdings for the specified brokerage account. Only available for providers that support holdings (SnapTrade, MX, Finicity, Pluggy).