Lack of data in getInvestmentPositions

Question

I'm using the getInvestmentPositions API call and most of the responses we've received have almost no data, and return inv_security_type of "OTHERINFO". However, this information shows up without any problems on Mint.com.

How can we diagnose our lack of data using the API, and is there a support line I can call to more specifically troubleshoot this problem? We're running a financial services application and having accurate investment position data is critical for us, and we need to find a solution this problem.

Answer 1

You can call 'updateInstitutionLogin' API with refresh flag set to true(PFB ref link). This will trigger an explicit refresh request to the FI. If this call gets successful then please verify if you are getting all the info by calling 'getInvestmentPositions' API.

Ref Link -https://developer.intuit.com/docs/0020_customeraccountdata/customer_account_data_api/0020_api_documentation/0075_updateinstitutionlogin

You can post this qts in IPP's live community as well. https://intuitpartnerplatform.lc.intuit.com/

If the above solution doesn't help, then they might need some more info for this usecase and give you the solution

Thanks