investment_transactions are not working

[tanogalego]

Importing JSON files with data on the investment_transactions array does not work. I'm trying to retrieve them later using the /investments/transactions/get endpoint and it always gives me an empty array.

I'm using a JSON file of my design, but also I tried the example on this repo (https://github.com/plaid/sandbox-custom-users/blob/main/investments/brokerage_custom_user.json), and I even tried the example code at the official docs page (https://plaid.com/docs/sandbox/user-custom/#configuring-the-custom-user-account).

Investment transactions are not being imported to Plaid through this method, or there is some problem later when retrieving them.

Help appreciated!

[phoenixy1]

Hi, I tried this out and wasn't able to reproduce the problem -- when using the custom user that you linked to, I was able to receive transaction history via /investments/transactions/get. Have you verified that you are requesting a date range that is both within the past 2 years and corresponds to the dates in the sample file?

For example, using

"start_date": "2021-01-01",
  "end_date": "2023-01-01" 

with that custom json file resulted in 17 transactions.

[phoenixy1]

Looks like this works if you programmatically create the public token via /sandbox/public_token/create, but does not work if you go through the Link flow. We'll look into it.

[Vin757]

Forgot bout this till now. Thanks