Account Groups
Download SpecAll account groups related paths
Get an account group by ID
Returns the account group specified bu its ID.
Authentication
oauth-client-credentials
Required Scopes:
accounts:read
accounts:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
Account group unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
users
array[object]
required
status
string
required
Status of the account group
- PENDING_APPROVAL - Account group approval is pending - the account group is visible through our API but cannot be acted on.
- ACTIVE - Account group is active - full functionality of the Investment API is accessible.
- CLOSING - Account group is closing.
- CLOSED - Account group is closed.
- LOCKED - Account group is locked for all actions.
- Enum
-
- PENDING_APPROVAL
- ACTIVE
- CLOSING
- CLOSED
- LOCKED
type
string
required
Account group type.
- PERSONAL - Account group of a person holding assets on their own behalf.
- LEGAL_ENTITY - Account group of a legal entity holding assets on behalf of their users.
- Enum
-
- PERSONAL
- LEGAL_ENTITY
securities_account_number
string
^[0-9]{9}$
required
Securities account number
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"created_at": "2020-08-24T14:15:22Z",
"id": "9d95820d-4333-46b6-98de-04ab7512e76f",
"securities_account_number": "123456789",
"status": "ACTIVE",
"type": "PERSONAL",
"updated_at": "2020-08-24T14:15:22Z",
"users": [
{
"id": "413715f2-5401-4b97-8055-034a6b879f8c",
"type": "OWNER"
}
]
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Close an account group by ID
Initiates the closure request for an account group specified by its ID.
Authentication
oauth-client-credentials
Required Scopes:
accounts:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Authentication
oauth-client-credentials
Required Scopes:
accounts:read
accounts:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
meta
object (meta)
required
data
array[object (Account Group)]
required
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"data": [
{
"created_at": "2020-08-24T14:15:22Z",
"id": "9d95820d-4333-46b6-98de-04ab7512e76f",
"securities_account_number": "123456789",
"status": "ACTIVE",
"type": "PERSONAL",
"updated_at": "2020-08-24T14:15:22Z",
"users": [
{
"id": "9c36af78-91a0-4174-a515-fc81214e3dab",
"type": "OWNER"
}
]
}
],
"meta": {
"count": 1,
"limit": 100,
"offset": 0,
"order": "ASC",
"sort": "id",
"total_count": 1
}
}
{
"status": 400,
"type": "bad_request"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Authentication
oauth-client-credentials
Required Scopes:
accounts:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
Account group unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
users
array[object]
required
status
string
required
Status of the account group
- PENDING_APPROVAL - Account group approval is pending - the account group is visible through our API but cannot be acted on.
- ACTIVE - Account group is active - full functionality of the Investment API is accessible.
- CLOSING - Account group is closing.
- CLOSED - Account group is closed.
- LOCKED - Account group is locked for all actions.
- Enum
-
- PENDING_APPROVAL
- ACTIVE
- CLOSING
- CLOSED
- LOCKED
type
string
required
Account group type.
- PERSONAL - Account group of a person holding assets on their own behalf.
- LEGAL_ENTITY - Account group of a legal entity holding assets on behalf of their users.
- Enum
-
- PERSONAL
- LEGAL_ENTITY
securities_account_number
string
^[0-9]{9}$
required
Securities account number
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Request Examples
{
"type": "PERSONAL",
"user_id": "413715f2-5401-4b97-8055-034a6b879f8c"
}
Response Examples
{
"created_at": "2020-08-24T14:15:22Z",
"id": "9d95820d-4333-46b6-98de-04ab7512e76f",
"securities_account_number": "123456789",
"status": "ACTIVE",
"type": "PERSONAL",
"updated_at": "2020-08-24T14:15:22Z",
"users": [
{
"id": "413715f2-5401-4b97-8055-034a6b879f8c",
"type": "OWNER"
}
]
}
{
"status": 400,
"type": "bad_request"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Responses
Request Examples
{
"created_at": "2021-07-21T14:10:00.00Z",
"id": "72da9e41-9926-419f-976e-4c8069a04249",
"object": {
"created_at": "2020-08-24T14:15:22Z",
"id": "9d95820d-4333-46b6-98de-04ab7512e76f",
"securities_account_number": "123456789",
"status": "ACTIVE",
"type": "PERSONAL",
"updated_at": "2020-08-24T14:15:22Z",
"users": [
{
"id": "413715f2-5401-4b97-8055-034a6b879f8c",
"type": "OWNER"
}
]
},
"type": "ACCOUNT_GROUP.CREATED",
"webhook_id": "9df39835-be87-4243-9018-f2500b39cee6"
}
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