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OpenAPI Specification

openapi: 3.0.3
info:
  title: TIAA Financial Data Exchange Accounts Investments API
  description: The TIAA Financial Data Exchange (FDX) API provides authorized fintechs and financial aggregators with secure access to customer account data, including balances, transactions, investment positions, and income information from TIAA retirement and brokerage accounts. This API is built on the FDX open standard (v6.x) and uses OAuth 2.0 for customer-consented data sharing.
  version: '6.0'
  contact:
    name: TIAA Developer Support
    url: https://developer.tiaa.org/public/fdx
  termsOfService: https://developer.tiaa.org/public/terms
  license:
    name: TIAA API License
    url: https://developer.tiaa.org/public/terms
servers:
- url: https://api.tiaa.org/fdx/v6
  description: TIAA FDX Production API
tags:
- name: Investments
  description: Investment positions and holdings
paths:
  /accounts/{accountId}/positions:
    get:
      operationId: listPositions
      summary: List Investment Positions
      description: Returns current investment positions (holdings) for a specific account.
      tags:
      - Investments
      security:
      - OAuth2: []
      parameters:
      - name: accountId
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Investment positions
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PositionList'
components:
  schemas:
    Position:
      type: object
      properties:
        positionId:
          type: string
        accountId:
          type: string
        symbol:
          type: string
          description: Security symbol or ticker
        description:
          type: string
        quantity:
          type: number
          format: double
        marketValue:
          type: number
          format: double
        costBasis:
          type: number
          format: double
        priceAsOf:
          type: string
          format: date-time
        price:
          type: number
          format: double
        currency:
          type: string
          default: USD
    PositionList:
      type: object
      properties:
        positions:
          type: array
          items:
            $ref: '#/components/schemas/Position'
  securitySchemes:
    OAuth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://auth.tiaa.org/oauth2/authorize
          tokenUrl: https://auth.tiaa.org/oauth2/token
          scopes:
            openid: OpenID Connect
            profile: Customer profile
            accounts: Account data access
            transactions: Transaction data access
            investments: Investment data access
            tax: Tax document access