June 2026 Updates | Quiltt Docs

All Updates

June 2026

June 2026 Product Updates

Improvements

Connector
- 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

Connector
- 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