Get Transaction List
Returns a paginated list of transactions across orders, dividends, and IRA movements.
- params
- Filter and pagination query parameters.
- api_key
- Resolved Partner API key, providing the financial institution scope for the lookup.
Paginated transaction list with items and pagination metadata.
- HTTPException
- 400 Bad Request when user_account_id and user_account_id_type are not supplied together, or when the financial institution has no vendor configured for the requested user_account_id_type.
- ResultWindowExceededError
- Mapped to 400 Bad Request when last_record_number plus per_page reaches past the search engine's result window.
Authorization
APIKeyHeader In: header
Query Parameters
Filter to transactions belonging to this partner user account.
How to interpret user_account_id. Required when, and only when, user_account_id is set: 'investifi' (internal id), 'core' (banking-core member number / CIF), or 'dbp' (digital-banking-provider user id). A core or dbp id is resolved to the internal account before filtering.
Filter to a single transaction category (order, dividend, or ira).
Filter to transactions assigned to this trading period. Exact match on the trading period's trading_period_id (e.g. 2026-07-29T20:00).
Lower bound (inclusive) on the transaction's transacted_at timestamp, UTC.
Upper bound (inclusive) on the transaction's transacted_at timestamp, UTC.
Maximum number of transactions to return per page.
251 <= value <= 100Cursor returned from a previous response; pass to fetch the next page.
00 <= valueSort order on transacted_at. Defaults to descending (most recent first).
"desc""asc" | "desc"Response Body
application/json
application/json
curl -X GET "https://partner-api.investifi.com/v1/transactions/"{
"total_records": 0,
"last_record_number": 0,
"per_page": 0,
"items": [
{
"transaction_id": "string",
"type": "order",
"user_account_id": "string",
"product": "crypto",
"symbol": "string",
"transaction_name": "buy",
"quantity": "string",
"amount": "string",
"fee": "string",
"status": "pending",
"transacted_at": "2019-08-24T14:15:22Z",
"completed_at": "2019-08-24T14:15:22Z",
"trading_period_id": "string"
}
]
}{
"detail": [
{
"loc": [
"string"
],
"msg": "string",
"type": "string",
"input": null,
"ctx": {}
}
]
}