Welcome to the Upvest documentation !

Discover the latest documentation on all Upvest APIs and public services. Browse the reference documents and get the valuable tips and best practices with our guides to get the most out of the Upvest Investment API.

With our Investment API, you can create innovative investment experiences your users will love, tailored to their needs. You can build them quickly, embedding fractions, portfolios, savings plans or roundups into your offer.

Navigating this documentation

Go directly to the information you need to work with our Investment API:

  • News : Stay up to date with our release notes and changelogs.
  • Tutorials : Step-by-step instructions to help you take you first steps with the API.
  • Guides : Detailed guides on how to handle specific cases with our API.
  • Concepts : Background information that aid your understanding of the domain.
  • Reference : Quickly accessible, and complete information to support you in your work.

You can quickly navigate to any of this content by using the navigation bar on the left hand side of this page.

Operating models

Upvest's customers work with specific operating models based on how they handle users, accounts and associated licensing. To make it more straightforward for you to find the appropriate information, we have structured our documentation according to the operating models. This way, you will always get the content that is relevant to you.

To filter the content of the documentation according to the operating model, select the relevant one from the drop-down menu in the header:

  • Take our license/ Single Accounts
  • Bring your own license/ Single Accounts
  • Bring your own license/ Omnibus

Please read our operating model definitions if you'd like to understand the different models available.

API status page

We offer the status page to keep you informed of any maintenance activities or incidents that affect our Investments API.

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