GET api/v2/investor/accounts/transactions?clientIdentifier={clientIdentifier}&accountNumber={accountNumber}&startDate={startDate}&endDate={endDate}

Returns a list of transactions for a given account and user.

Request Information

URI Parameters

NameDescriptionTypeAdditional information
clientIdentifier

source system client identifier for end-user

 string

Required
accountNumber

unique identifier for account

 string

Required
startDate

transaction date has to be greater than or equal to this date

 date

None.
endDate

transaction date has to be less than or equal to this date

 date

None.

Body Parameters

None.

Response Information

Resource Description

List of accounts models

ApiListResponseOfInvestorTransactionModel
NameDescriptionTypeAdditional information
Records

Collection of InvestorTransactionModel

None.
TotalLength

integer

None.

Response Formats

application/json, text/json

Sample: 
{
  "Records": [
    {
      "WealthAccountTransactionId": 1,
      "WealthAccountId": 2,
      "AccountName": "sample string 3",
      "DisplayDescription": "sample string 4",
      "Amount": 5.0,
      "TransactionDate": "2025-10-30T11:16:50.5198021-05:00",
      "CategoryName": "sample string 7",
      "OriginalDescription": "sample string 8",
      "BankTransactionCategoryId": 9,
      "ParentCategoryId": 10,
      "ParentCategoryName": "sample string 11",
      "SecurityDescription": "sample string 12",
      "Symbol": "sample string 13",
      "Price": 1.0,
      "Quantity": 1.0
    },
    {
      "WealthAccountTransactionId": 1,
      "WealthAccountId": 2,
      "AccountName": "sample string 3",
      "DisplayDescription": "sample string 4",
      "Amount": 5.0,
      "TransactionDate": "2025-10-30T11:16:50.5198021-05:00",
      "CategoryName": "sample string 7",
      "OriginalDescription": "sample string 8",
      "BankTransactionCategoryId": 9,
      "ParentCategoryId": 10,
      "ParentCategoryName": "sample string 11",
      "SecurityDescription": "sample string 12",
      "Symbol": "sample string 13",
      "Price": 1.0,
      "Quantity": 1.0
    }
  ],
  "TotalLength": 1
}

application/xml, text/xml

Sample: 
<ApiListResponseOfInvestorTransactionModelV4p3MQZm xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/ExternalAPI.Models">
  <Records xmlns:d2p1="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Investors.Models">
    <d2p1:InvestorTransactionModel>
      <d2p1:AccountName>sample string 3</d2p1:AccountName>
      <d2p1:Amount>5</d2p1:Amount>
      <d2p1:BankTransactionCategoryId>9</d2p1:BankTransactionCategoryId>
      <d2p1:CategoryName>sample string 7</d2p1:CategoryName>
      <d2p1:DisplayDescription>sample string 4</d2p1:DisplayDescription>
      <d2p1:OriginalDescription>sample string 8</d2p1:OriginalDescription>
      <d2p1:ParentCategoryId>10</d2p1:ParentCategoryId>
      <d2p1:ParentCategoryName>sample string 11</d2p1:ParentCategoryName>
      <d2p1:Price>1</d2p1:Price>
      <d2p1:Quantity>1</d2p1:Quantity>
      <d2p1:SecurityDescription>sample string 12</d2p1:SecurityDescription>
      <d2p1:Symbol>sample string 13</d2p1:Symbol>
      <d2p1:TransactionDate>2025-10-30T11:16:50.5198021-05:00</d2p1:TransactionDate>
      <d2p1:WealthAccountId>2</d2p1:WealthAccountId>
      <d2p1:WealthAccountTransactionId>1</d2p1:WealthAccountTransactionId>
    </d2p1:InvestorTransactionModel>
    <d2p1:InvestorTransactionModel>
      <d2p1:AccountName>sample string 3</d2p1:AccountName>
      <d2p1:Amount>5</d2p1:Amount>
      <d2p1:BankTransactionCategoryId>9</d2p1:BankTransactionCategoryId>
      <d2p1:CategoryName>sample string 7</d2p1:CategoryName>
      <d2p1:DisplayDescription>sample string 4</d2p1:DisplayDescription>
      <d2p1:OriginalDescription>sample string 8</d2p1:OriginalDescription>
      <d2p1:ParentCategoryId>10</d2p1:ParentCategoryId>
      <d2p1:ParentCategoryName>sample string 11</d2p1:ParentCategoryName>
      <d2p1:Price>1</d2p1:Price>
      <d2p1:Quantity>1</d2p1:Quantity>
      <d2p1:SecurityDescription>sample string 12</d2p1:SecurityDescription>
      <d2p1:Symbol>sample string 13</d2p1:Symbol>
      <d2p1:TransactionDate>2025-10-30T11:16:50.5198021-05:00</d2p1:TransactionDate>
      <d2p1:WealthAccountId>2</d2p1:WealthAccountId>
      <d2p1:WealthAccountTransactionId>1</d2p1:WealthAccountTransactionId>
    </d2p1:InvestorTransactionModel>
  </Records>
  <TotalLength>1</TotalLength>
</ApiListResponseOfInvestorTransactionModelV4p3MQZm>