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, 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, to 529s and HSAs

Multiple endpoints for
many use cases

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

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.
Andrew Moreland, founder and CTO of Haven