Improve provider fallback behavior for Finicity, by preventing fallback for certain error codes where switching providers is unlikely to help, such as invalid credentials or MFA lockouts
Platform
Improve error messages for 409 Conflict errors during Profile and Session Token creation
Add support for short positions to Investment Holdings, indicated by a negative value in Holding.quantity, with the Holding.position field set to SHORT
— Mock connections with the investments product enabled will sync holding data (quantity, value, price, cost basis) with associated securities (AAPL, MSFT, GOOGL), enabling end-to-end testing of investment features in development and sandbox environments
Dashboard
Redirect to login with a clear "Session Expired" toast when any API call returns 401
Documentation
Document the position (long/short) field on investment holdings, including the negative quantity reported for short positions
Update Holdings documentation with Finicity test logins that serve holdings data
Document the mapping of Quiltt products to Akoya products and note that transaction history depth varies by institution
Fix Connector SDK code examples to match the released @quiltt SDK APIs
Differentiate the Authentication and Account Statements tutorial page titles so they no longer duplicate the reference pages, improving search visibility
Align the multi-aggregator Connector tutorial with the Dashboard by renaming the connector settings sections to Authenticate, Enroll, and Exit Redirect
Add a tutorial on syncing transactions to your backend with webhooks and the GraphQL API
Bug Fixes
Connector
Fix duplicate back button that can appear for certain MX connection flows
GraphQL
Fix transaction description search erroring on certain search terms
Platform
Fix Plaid institution data not being passed to Pave enrichment uploads
Fix Finicity transfer transactions with a null ticker being incorrectly classified as investment and assigned an unrelated security
Fix Finicity connections with repairable errors (locked account, invalid credentials, expired token) entering an endless retry loop instead of being marked for reconnection
Fix Finicity reconnects not preserving aggregation access when Finicity returns a new institution login ID
Dashboard
Fix login intermittently showing an error after requesting a passcode even though the passcode email was sent successfully
Documentation
Fix example Security fields in the Investment Holdings API docs to match the live schema — replaced non-existent id, ticker, and type fields with the actual name and tickerSymbol fields