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Investments Overview

The /Investments endpoint gives Flinks' clients the ability to retrieve user-permissioned data on wealth or investment (terms which here can be used interchangeably) holdings across a number of different assets, classes, and institutions.

Much of how the product is structured is similar to our retail banking data aggregation response, however, there are a few new concepts that are unique to this dataset.

Here are some of those key new concepts in action (Please refer to our Flinks API Reference Documentation for more details on each of the concepts):

  • Institution is the financial institution where the investment accounts exist
  • Accounts are the places where investment activity occurs
  • Positions are a point-in-time snapshot of the investment portfolio
  • Securities are the details of the assets within the current or past positions
  • Transactions are the historical activities that built the current portfolio

Updated 3 months ago

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Investments Overview

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