Actions28
Holding → List
AI-generatedSummary
List holdings for an investment account
Inputs
- bankId (required) — The bank to retrieve holdings from; can be selected from a list or entered as an ID.
- accountId (required) — The account whose holdings are being listed; can be selected from a list or entered as an ID.
Output shape
a list of holding objects
Each holding includes fields like holdingId, instrument, quantity, and value; pagination may be limited by API defaults.
Examples
Example 1: List holdings for a brokerage account
Set bankId to the bank connection ID (e.g., "abc123") and accountId to the target account ID (e.g., "acc123"). No additional parameters required.