Upvest Investment API.
Fees Configurations
Access Tokens
Users
User Identifiers
User Checks
Accounts
Account Groups
Tax Residencies
Corporate Actions
Tax Wrappers
Tax Exemptions
Tax Collections
Instruments
Price Data
Orders
Portfolios
Portfolios Rebalancing
Savings Plans
Liquidations
Direct Debits
Top-ups
Withdrawals
Reference Accounts
Mandates
Virtual Bank Accounts
Credit Fundings
Cash Balances
Positions
Valuations
Returns
Virtual Cash Balances
Fees
Reports
Treasury Reports
Transactions
Files
Webhook Subscriptions
Tests
Upvest Investment API (1.76.1)
Overview
Languages
Servers
Sandbox environment
https://sandbox.upvest.co/
Live environment
https://api.upvest.co/
Headers
Bodyapplication/jsonBearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
Example: Bearer c2VjcmV0Cg==
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
- Sandbox environment
https://sandbox.upvest.co/fees/configurations
- Live environment
https://api.upvest.co/fees/configurations
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X POST \
https://sandbox.upvest.co/fees/configurations \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'Content-Type: application/json' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062' \
-d '{
"fee_model_id": "1df86975-06f4-484d-935e-46b54bab2f6c",
"account_id": "7524949b-31fd-497e-ad92-f52de45341d1"
}'OK
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
Response
application/json
{ "created_at": "2021-07-21T14:10:00.00Z", "updated_at": "2021-07-21T14:10:00.00Z", "fee_model_id": "1df86975-06f4-484d-935e-46b54bab2f6c", "account_id": "7524949b-31fd-497e-ad92-f52de45341d1" }
Headers
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
Example: Bearer c2VjcmV0Cg==
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
- Sandbox environment
https://sandbox.upvest.co/fees/configurations/{account_id}
- Live environment
https://api.upvest.co/fees/configurations/{account_id}
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X GET \
'https://sandbox.upvest.co/fees/configurations/{account_id}' \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062'OK
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
Response
application/json
{ "created_at": "2021-07-21T14:10:00.00Z", "updated_at": "2021-07-21T14:10:00.00Z", "account_id": "7524949b-31fd-497e-ad92-f52de45341d1", "fee_model_id": "1df86975-06f4-484d-935e-46b54bab2f6c" }
Headers
Bodyapplication/jsonBearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
Example: Bearer c2VjcmV0Cg==
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
- Sandbox environment
https://sandbox.upvest.co/fees/configurations/{account_id}
- Live environment
https://api.upvest.co/fees/configurations/{account_id}
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X PATCH \
'https://sandbox.upvest.co/fees/configurations/{account_id}' \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'Content-Type: application/json' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062' \
-d '{
"fee_model_id": "1df86975-06f4-484d-935e-46b54bab2f6c"
}'OK
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
Response
application/json
{ "created_at": "2021-07-21T14:10:00.00Z", "updated_at": "2021-07-21T14:10:00.00Z", "fee_model_id": "1df86975-06f4-484d-935e-46b54bab2f6c", "account_id": "7524949b-31fd-497e-ad92-f52de45341d1" }