Account Groups
Download SpecAll account groups related paths
Get an account group by ID
Returns the account group specified bu its ID.
oauth-client-credentials
Required Scopes:
accounts:read
accounts:admin
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
taxes:admin
· Modify tax residencies -
taxes:read
· Read tax residencies -
topups:admin
· Topups operations -
topups:read
· Topups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- Client Credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- 1
account_group_id
string
uuid
required
Account group unique identifier.
Response
OK
Unauthorized. The caller has not been authenticated.
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
Not Found. The requested resource could not be found.
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
Internal Server Error. The service encountered an unexpected error.
Service Unavailable. The service handling for this request cannot be reached at this time.
Gateway Timeout. The service gateway has reached its internal timeout.
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
object
id
string
uuid
User unique identifier.
type
string
Relation type
- OWNER -
- Default
- "OWNER"
- Enum
-
- OWNER
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
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Close an account group by ID
Initiates the closure request for an account group specified by its ID.
oauth-client-credentials
Required Scopes:
accounts:admin
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
taxes:admin
· Modify tax residencies -
taxes:read
· Read tax residencies -
topups:admin
· Topups operations -
topups:read
· Topups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- Client Credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- 1
account_group_id
string
uuid
required
Account group unique identifier.
Response
The request has been successfully accepted and will be processed asynchronously.
Empty response
Unauthorized. The caller has not been authenticated.
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
Not Found. The requested resource could not be found.
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
Conflict. An operation is not available for the current state of the resource.
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
Internal Server Error. The service encountered an unexpected error.
Service Unavailable. The service handling for this request cannot be reached at this time.
Gateway Timeout. The service gateway has reached its internal timeout.
No schema
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
oauth-client-credentials
Required Scopes:
accounts:read
accounts:admin
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
taxes:admin
· Modify tax residencies -
taxes:read
· Read tax residencies -
topups:admin
· Topups operations -
topups:read
· Topups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- Client Credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- 1
sort
string
Sort the result by created_at
.
- Default
- "created_at"
- Enum
-
- created_at
order
string
Sort order of the result list if the sort
parameter is specified. By default, only ASC for ascending sort.
- Default
- "ASC"
- Enum
-
- ASC
offset
int
i32
Use the offset
argument to specify where in the list of results to start when returning items for a particular query.
- Min
- 0
limit
int
i32
Use the limit
argument to specify the maximum number of items returned.
- Default
- 100
- Min
- 0
- Max
- 1000
Response
OK
Bad Request. The incoming request had a malformed parameter/object.
Unauthorized. The caller has not been authenticated.
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
Internal Server Error. The service encountered an unexpected error.
Service Unavailable. The service handling for this request cannot be reached at this time.
Gateway Timeout. The service gateway has reached its internal timeout.
meta
object (meta)
required
offset
int
required
Amount of resource to offset in the response.
limit
int
required
Total limit of the response.
count
int
required
Count of the resources returned in the response.
total_count
int
required
Total count of all the resources.
sort
string
The field that the list is sorted by.
order
string
The ordering of the response.
- ASC - Ascending order
- DESC - Descending order
- Enum
-
- ASC
- DESC
data
array[object (Account Group)]
required
Account Group
object (Account Group)
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
object
id
string
uuid
User unique identifier.
type
string
Relation type
- OWNER -
- Default
- "OWNER"
- Enum
-
- OWNER
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
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
oauth-client-credentials
Required Scopes:
accounts:admin
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
taxes:admin
· Modify tax residencies -
taxes:read
· Read tax residencies -
topups:admin
· Topups operations -
topups:read
· Topups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- Client Credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- 1
idempotency-key
string
uuid
^[0-9a-fA-F]{8}-?[0-9a-fA-F]{4}-?[0-5][0-9a-fA-F]{3}-?[089abAB][0-9a-fA-F]{3}-?[0-9a-fA-F]{12}$
required
A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/concepts/api_concepts/idempotency
- Example
- "ccb07f42-4104-44ad-8e1f-c660bb7b269c"
user_id
string
uuid
required
User unique identifier.
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
Request
Response
Account group created.
Bad Request. The incoming request had a malformed parameter/object.
Unauthorized. The caller has not been authenticated.
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
Not Found. The requested resource could not be found.
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
Internal Server Error. The service encountered an unexpected error.
Service Unavailable. The service handling for this request cannot be reached at this time.
Gateway Timeout. The service gateway has reached its internal timeout.
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
object
id
string
uuid
User unique identifier.
type
string
Relation type
- OWNER -
- Default
- "OWNER"
- Enum
-
- OWNER
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
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
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.
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
id
string
uuid
required
Event unique identifier
created_at
string
date-time
required
Date and time when the event was created. RFC 3339-5, ISO8601 UTC
type
string
required
Event type
- Enum
-
- ACCOUNT_GROUP.CREATED
- ACCOUNT_GROUP.ACTIVATED
- ACCOUNT_GROUP.CLOSING_INITIATED
- ACCOUNT_GROUP.CLOSED
- ACCOUNT_GROUP.LOCKED
object
object (object)
required
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
object
id
string
uuid
User unique identifier.
type
string
Relation type
- OWNER -
- Default
- "OWNER"
- Enum
-
- OWNER
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
webhook_id
string
uuid
required
Webhook unique identifier.
Request
Response
Request has been processed successfully.
Empty response
No schema
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