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, and pension providers
Full breadth of account types
Connect to the full breadth of UK investment account types—from brokerage accounts to pensions and ISAs
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.