Finicity is part of the Mastercard family. Our open banking platform provides the financial data you need.

Investment Data

Fuel for your wealth management innovation

Today’s consumers hold wealth assets and positions in more accounts than ever before. To fuel your wealth management innovations, you need simple, fast access to all your customer’s investment accounts in real-time.

Better data accelerates innovation

The Mastercard open banking platform can help your customers capture and consolidate all of their investment account data through a simple consumer-permissioning experience. Whether it is a 401K, IRA, brokerage or 529, we have you covered. It’s fast, secure, accurate and ready for innovation.

What data is delivered?

Investment account type

Symbol & security name

Current price, cost basis & market value

Investment transaction details

Key benefits

With over a decade of experience, Mastercard has built the most customer-centric delivery model. Providing maximum connection reliability and high-quality data with always-on, always-there support capabilities.

Now imagine what you can do

It’s not just about the best data and insights. It’s about having a platform to innovate, transform and create.

Accelerate innovation

Deliver empowered, simple and intuitive customer experiences

Mortgage API - borrower income, assets, and employment verification

Wealth management API - assets and investment API

Wealth management and investment APIs

Check out our wealth management and investment account APIs. Get started and test our APIs or view our documentation at Mastercard Developers.

More Resources

Learn More

Talk with a Mastercard open banking representative about your innovative use case

Certain open banking solutions are provided by Finicity, a Mastercard company.