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.

[albertchang]

It looks like this is still happening for the link flow, any ETA for a fix?

[phoenixy1]

@albertchang I am not able to reproduce this currently -- would it be possible for you to provide details (like a screen recording if possible, or if that's not possible then at least the full details including the JSON file, how you are linking, the institution used, etc.)? We're actually having a planning meeting tomorrow to prioritize some Sandbox fixes, so it would be great if possible if you could provide the details by then.

[albertchang]

@phoenixy1 Unfortunately I don't think I can provide a screen recording that demonstrates this without revealing access tokens/other implementation details. In general, we're creating a link using react-plaid-link, and exchanging the public token for an access token using the python client.

Then, I can confirm when making curl requests to https://sandbox.plaid.com/investments/transactions/get with the access token that I'm able to get the account, but transactions is empty. I'm also able to fetch holdings using holdings/get on the same account, indicating that the test user JSON worked.

I'm using the provided JSON file, unedited. I've reproduced this using Houndstooth Bank, Betterment, Schwab, etc. with the same result. Additionally, per the above comment, I was able to obtain an access token via /sandbox/public_token/create which did work.

I'm happy to share the affected access_token and request IDs privately if helpful for you to investigate any logs.

[phoenixy1]

1. Can you provide a request_id for the https://sandbox.plaid.com/investments/transactions/get call that is returning no transactions?
2. Does this work for you using the default user_good user? It seems like this issue may be unrelated to custom sandbox users altogether and may be related to your account setup instead.

[albertchang]

1. Can you provide a request_id for the https://sandbox.plaid.com/investments/transactions/get call that is returning no transactions?

Absolutely, S9OFyJYZKg3XY9L or D28dX7NrOKCZWgH demonstrate this.

2. Does this work for you using the default user_good user? It seems like this issue may be unrelated to custom sandbox users altogether and may be related to your account setup instead.

I just tested a separate connection using user_good, and confirm that it does work when fetching investment transactions for the default 401k or IRA accounts.

[phoenixy1]

Thanks for the request_ids. I was able to investigate what you were doing and I found that I can reproduce this but only if I put investments in required_if_supported_products rather than products. We'll dig into this on our side, but in the meantime, you should be able to put investments in the products array of /link/token/create as a workaround.