Operating Model:
Operating Model:

All accounts related paths

List user account groups

get /users/{user_id}/account_groups

List user account groups

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:readaccounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

user_id

string

uuid

required

User unique identifier.

sort

string

Default
"created_at"
Enum
  • created_at

order

string

Default
"ASC"
Enum
  • ASC

offset

int

i32

Min
0

limit

int

i32

Default
100
Min
0
Max
1000

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

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

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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": 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"
}

Retrieve an account group

get /account_groups/{account_group_id}

Retrieve an account group

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:readaccounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

account_group_id

string

uuid

required

Account group unique identifier.

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

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

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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"
}

Account group closure

delete /account_groups/{account_group_id}

Initiate closure request for an account group

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

account_group_id

string

uuid

required

Account group unique identifier.

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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"
}

List user accounts

get /users/{user_id}/accounts

List user accounts

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:readaccounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

user_id

string

uuid

required

User unique identifier.

sort

string

Default
"created_at"
Enum
  • created_at

order

string

Default
"ASC"
Enum
  • ASC

offset

int

i32

Min
0

limit

int

i32

Default
100
Min
0
Max
1000

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

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)]

required

Account

object (Account)

id

string

uuid

required

Account 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

account_group_id

string

uuid

required

Account group unique identifier.

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

users

array[object]

required

object

id

string

uuid

User unique identifier.

type

string

Relation type

  • OWNER -
Default
"OWNER"
Enum
  • OWNER

account_number

int

required

Serial account number of the account in the account group

Min
1

name

string

required

Nickname of the account

Max Length
100

status

string

required

Status of the account

  • PENDING_APPROVAL - Account approval is pending - the account is visible through our API but cannot be acted on.
  • ACTIVE - Account is active - full functionality of the Investment API is accessible.
  • CLOSING - Account is closing - only sell orders or the transfer of positions out are permissible before the account is closed.
  • CLOSED - Account is closed with zero balance successfully.
  • LOCKED - Account is locked for all actions.
Enum
  • PENDING_APPROVAL
  • ACTIVE
  • CLOSING
  • CLOSED
  • LOCKED

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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": [
    {
      "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
      "account_number": 1,
      "created_at": "2020-08-24T14:15:22Z",
      "id": "ad45b27f-c0e7-4cfb-b48c-a83670dbdfbd",
      "name": "Main account",
      "status": "ACTIVE",
      "type": "TRADING",
      "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": 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"
}

Retrieve user account

get /accounts/{account_id}

Retrieve user account

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:readaccounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

account_id

string

uuid

required

Account unique identifier.

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

id

string

uuid

required

Account 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

account_group_id

string

uuid

required

Account group unique identifier.

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

users

array[object]

required

object

id

string

uuid

User unique identifier.

type

string

Relation type

  • OWNER -
Default
"OWNER"
Enum
  • OWNER

account_number

int

required

Serial account number of the account in the account group

Min
1

name

string

required

Nickname of the account

Max Length
100

status

string

required

Status of the account

  • PENDING_APPROVAL - Account approval is pending - the account is visible through our API but cannot be acted on.
  • ACTIVE - Account is active - full functionality of the Investment API is accessible.
  • CLOSING - Account is closing - only sell orders or the transfer of positions out are permissible before the account is closed.
  • CLOSED - Account is closed with zero balance successfully.
  • LOCKED - Account is locked for all actions.
Enum
  • PENDING_APPROVAL
  • ACTIVE
  • CLOSING
  • CLOSED
  • LOCKED

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

{
  "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
  "account_number": 1,
  "created_at": "2020-08-24T14:15:22Z",
  "id": "ad45b27f-c0e7-4cfb-b48c-a83670dbdfbd",
  "name": "Main account",
  "status": "ACTIVE",
  "type": "TRADING",
  "updated_at": "2020-08-24T14:15:22Z",
  "users": [
    {
      "id": "9c36af78-91a0-4174-a515-fc81214e3dab",
      "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"
}

Account closure

delete /accounts/{account_id}

Initiate closure request for an account

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

account_id

string

uuid

required

Account unique identifier.

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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"
}

Update user account

patch /accounts/{account_id}

Update user account

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

account_id

string

uuid

required

Account unique identifier.

application/json

name

string

Nickname of the account

Max Length
100

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

id

string

uuid

required

Account 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

account_group_id

string

uuid

required

Account group unique identifier.

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

users

array[object]

required

object

id

string

uuid

User unique identifier.

type

string

Relation type

  • OWNER -
Default
"OWNER"
Enum
  • OWNER

account_number

int

required

Serial account number of the account in the account group

Min
1

name

string

required

Nickname of the account

Max Length
100

status

string

required

Status of the account

  • PENDING_APPROVAL - Account approval is pending - the account is visible through our API but cannot be acted on.
  • ACTIVE - Account is active - full functionality of the Investment API is accessible.
  • CLOSING - Account is closing - only sell orders or the transfer of positions out are permissible before the account is closed.
  • CLOSED - Account is closed with zero balance successfully.
  • LOCKED - Account is locked for all actions.
Enum
  • PENDING_APPROVAL
  • ACTIVE
  • CLOSING
  • CLOSED
  • LOCKED

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

{
  "name": "Main account"
}

Response Examples

{
  "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
  "account_number": 1,
  "created_at": "2020-08-24T14:15:22Z",
  "id": "ad45b27f-c0e7-4cfb-b48c-a83670dbdfbd",
  "name": "Main account",
  "status": "ACTIVE",
  "type": "TRADING",
  "updated_at": "2020-08-24T14:15:22Z",
  "users": [
    {
      "id": "9c36af78-91a0-4174-a515-fc81214e3dab",
      "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"
}

List account groups

get /account_groups

List account groups

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:readaccounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

sort

string

Default
"created_at"
Enum
  • created_at

order

string

Default
"ASC"
Enum
  • ASC

offset

int

i32

Min
0

limit

int

i32

Default
100
Min
0
Max
1000

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

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

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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"
}

Create account group

post /account_groups

Create account group

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

idempotency-key

string

uuid

required

Example
"f1150421-2e34-42b6-aae9-52ef157065b9"

application/json

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

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

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

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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"
}

List accounts

get /accounts

List accounts

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:readaccounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

sort

string

Default
"created_at"
Enum
  • created_at

order

string

Default
"ASC"
Enum
  • ASC

offset

int

i32

Min
0

limit

int

i32

Default
100
Min
0
Max
1000

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

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)]

required

Account

object (Account)

id

string

uuid

required

Account 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

account_group_id

string

uuid

required

Account group unique identifier.

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

users

array[object]

required

object

id

string

uuid

User unique identifier.

type

string

Relation type

  • OWNER -
Default
"OWNER"
Enum
  • OWNER

account_number

int

required

Serial account number of the account in the account group

Min
1

name

string

required

Nickname of the account

Max Length
100

status

string

required

Status of the account

  • PENDING_APPROVAL - Account approval is pending - the account is visible through our API but cannot be acted on.
  • ACTIVE - Account is active - full functionality of the Investment API is accessible.
  • CLOSING - Account is closing - only sell orders or the transfer of positions out are permissible before the account is closed.
  • CLOSED - Account is closed with zero balance successfully.
  • LOCKED - Account is locked for all actions.
Enum
  • PENDING_APPROVAL
  • ACTIVE
  • CLOSING
  • CLOSED
  • LOCKED

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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": [
    {
      "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
      "account_number": 1,
      "created_at": "2020-08-24T14:15:22Z",
      "id": "ad45b27f-c0e7-4cfb-b48c-a83670dbdfbd",
      "name": "Main account",
      "status": "ACTIVE",
      "type": "TRADING",
      "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"
}

Create account

post /accounts

Create account

Authentication

OAuth2 oauth-client-credentials

Required Scopes:

accounts:admin

All Scopes

  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • 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
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:read · Read reports
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • 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

Example
"ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

signature-input

string

required

upvest-api-version

string

Default
"1"
Enum
  • 1

idempotency-key

string

uuid

required

Example
"f1150421-2e34-42b6-aae9-52ef157065b9"

application/json

user_id

string

uuid

required

User unique identifier.

account_group_id

string

uuid

required

Account group unique identifier.

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

name

string

Nickname of the account

Max Length
100

Responses

Response Headers

upvest-request-id

string

uuid

Example
"169ae4c7-ebd7-4041-94da-25369653eba7"

Response: application/json

id

string

uuid

required

Account 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

account_group_id

string

uuid

required

Account group unique identifier.

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

users

array[object]

required

object

id

string

uuid

User unique identifier.

type

string

Relation type

  • OWNER -
Default
"OWNER"
Enum
  • OWNER

account_number

int

required

Serial account number of the account in the account group

Min
1

name

string

required

Nickname of the account

Max Length
100

status

string

required

Status of the account

  • PENDING_APPROVAL - Account approval is pending - the account is visible through our API but cannot be acted on.
  • ACTIVE - Account is active - full functionality of the Investment API is accessible.
  • CLOSING - Account is closing - only sell orders or the transfer of positions out are permissible before the account is closed.
  • CLOSED - Account is closed with zero balance successfully.
  • LOCKED - Account is locked for all actions.
Enum
  • PENDING_APPROVAL
  • ACTIVE
  • CLOSING
  • CLOSED
  • LOCKED

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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

Conveying the HTTP status code; this is so that all information is in one place, but also to correct for changes in the status code due to the usage 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

{
  "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
  "name": "Main account",
  "type": "TRADING",
  "user_id": "413715f2-5401-4b97-8055-034a6b879f8c"
}

Response Examples

{
  "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
  "account_number": 1,
  "created_at": "2020-08-24T14:15:22Z",
  "id": "ad45b27f-c0e7-4cfb-b48c-a83670dbdfbd",
  "name": "Main account",
  "status": "ACTIVE",
  "type": "TRADING",
  "updated_at": "2020-08-24T14:15:22Z",
  "users": [
    {
      "id": "9c36af78-91a0-4174-a515-fc81214e3dab",
      "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"
}

Account Group events

webhook

Account Group events

application/json

created_at

string

date-time

required

Date and time when the event was created. RFC 3339-5, ISO8601 UTC

id

string

uuid

required

Event unique identifier

object

object (object)

required

created_at

string

date-time

required

Date and time when the resource was created. RFC 3339-5, ISO8601 UTC

id

string

uuid

required

Account group unique identifier.

securities_account_number

string

^[0-9]{9}$

required

Securities account number

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

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

type

string

required

Event type

Enum
  • ACCOUNT_GROUP.CREATED
  • ACCOUNT_GROUP.ACTIVATED
  • ACCOUNT_GROUP.CLOSING_INITIATED
  • ACCOUNT_GROUP.CLOSED
  • ACCOUNT_GROUP.LOCKED

webhook_id

string

uuid

required

Webhook unique identifier.

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"
}

Account events

webhook

Account events

application/json

created_at

string

date-time

required

Date and time when the event was created. RFC 3339-5, ISO8601 UTC

id

string

uuid

required

Event unique identifier

object

object (object)

required

account_group_id

string

uuid

required

Account group unique identifier.

account_number

int

required

Serial account number of the account in the account group

Min
1

created_at

string

date-time

required

Date and time when the resource was created. RFC 3339-5, ISO8601 UTC

id

string

uuid

required

Account unique identifier.

name

string

required

Nickname of the account

Max Length
100

status

string

required

Status of the account

  • PENDING_APPROVAL - Account approval is pending - the account is visible through our API but cannot be acted on.
  • ACTIVE - Account is active - full functionality of the Investment API is accessible.
  • CLOSING - Account is closing - only sell orders or the transfer of positions out are permissible before the account is closed.
  • CLOSED - Account is closed with zero balance successfully.
  • LOCKED - Account is locked for all actions.
Enum
  • PENDING_APPROVAL
  • ACTIVE
  • CLOSING
  • CLOSED
  • LOCKED

type

string

required

Account type.

  • TRADING - Orders in accounts of this type are created on a specific instrument basis.
  • PORTFOLIO - Orders in accounts of this type are created on a portfolio basis and additional portfolio functionality is available.
Enum
  • TRADING
  • PORTFOLIO

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

type

string

required

Event type

Enum
  • ACCOUNT.CREATED
  • ACCOUNT.ACTIVATED
  • ACCOUNT.CLOSING_INITIATED
  • ACCOUNT.CLOSED
  • ACCOUNT.LOCKED
  • ACCOUNT.UPDATED

webhook_id

string

uuid

required

Webhook unique identifier.

Responses

Request Examples

{
  "created_at": "2021-07-21T14:10:00.00Z",
  "id": "56510309-d9de-4730-9b5b-4a0ed047f3a9",
  "object": {
    "account_group_id": "fa2414ed-8d62-46fd-85ed-565a340c81d6",
    "account_number": 1,
    "created_at": "2020-08-24T14:15:22Z",
    "id": "ad45b27f-c0e7-4cfb-b48c-a83670dbdfbd",
    "name": "Main account",
    "status": "ACTIVE",
    "type": "TRADING",
    "updated_at": "2020-08-24T14:15:22Z",
    "users": [
      {
        "id": "9c36af78-91a0-4174-a515-fc81214e3dab",
        "type": "OWNER"
      }
    ]
  },
  "type": "ACCOUNT.CREATED",
  "webhook_id": "b838bde5-b6df-4f1f-bfc4-71d3fb01d430"
}

Was this page helpful?