Build a holistic view of a user’s investments
product features
Understand a user’s investments
Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding
Expansive institution coverage
Retrieve investment data from a broad coverage network that includes banks, brokerages, crypto exchanges, credit unions, and retirement plan providers
Full breadth of account types
Connect to the full breadth of investment account types—from brokerage and retirement accounts, crypto exchanges, self custody wallets, to 529s and HSAs
Multiple endpoints
With multiple endpoints, Investments can enable a wide range of use cases—from net worth assessment and financial planning, to performance reporting and risk optimization
Full breadth of account types
Plaid provides connectivity to nearly 20 account types—from brokerage and retirement accounts, to 529s and HSAs.
RETIREMENT
Roth 401(k)
Pension
Profit sharing plan
TSP
IRA
Roth IRA
SEP IRA
SIMPLE IRA
401(a)
401(k)
403(b)
457(b)
BROKERAGE
Brokerage account
Stock plan
Variable annuity
Crypto
EDUCATION/MINOR
529
UGMA/UTMA
HEALTH
HRA
HSA
Plaid enables our users to easily link their held-away investment accounts to our platform, and the /investments/holdings/get endpoint returns a detailed view of positions to support our in-depth analysis across a broad set of investment account types. Additionally, the Plaid team has been a joy to work with as we beta tested the product.