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API Reference
API Status
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Operating Model:
API Reference API Errors
  • Overview
      • Get an access token for requested scopespost
      • Get all usersget
      • Create a userpost
      • Get a user by IDget
      • Offboard a userdel
      • Change user datapost
      • Users eventsevent
      • Get user identifiersget
      • Create a user identifierpost
      • Get a user identifier by IDget
      • Update a user identifier by IDpatch
      • Get checks for a userget
      • Create a new check for a userpost
      • Get a user check by IDget
      • User checks eventsevent
      • Get user accountsget
      • Get account by IDget
      • Close account by IDdel
      • Update account by IDpatch
      • Get accountsget
      • Create an accountpost
      • Account eventsevent
      • Get user account groupsget
      • Get an account group by IDget
      • Close an account group by IDdel
      • Get account groupsget
      • Create an account grouppost
      • Account group eventsevent
      • Retrieve tax residenciesget
      • Update tax residenciespost
      • List instrumentsget
      • Get instrumentget
      • Instruments eventsevent
      • Get instrument venuesget
      • Get instrument latest priceget
      • Get instrument OHLC pricesget
      • Get orders for an account by IDget
      • Place an orderpost
      • Get an order by IDget
      • Cancel an order by IDdel
      • Get an order execution by IDget
      • Orders eventsevent
      • Executions eventsevent
      • Order Cancellations eventsevent
      • List portfolios allocationsget
      • Create portfolios allocationpost
      • Retrieve portfolios allocationget
      • Update portfolios allocationput
      • List portfolios configurationsget
      • Create portfolios configurationpost
      • Retrieve portfolios configurationget
      • Update portfolios configurationpatch
      • List portfolios ordersget
      • Create portfolios orderpost
      • Retrieve portfolios orderget
      • Cancel portfolios orderdel
      • List portfolios allocation accountsget
      • Portfolios orders eventsevent
      • Portfolio rebalancing execution orders eventsevent
      • Portfolios allocations eventsevent
      • Trigger portfolio rebalancingpost
      • Retrieve portfolios rebalancing executionget
      • List portfolio rebalancing execution ordersget
      • Retrieve a savings planget
      • Delete a savings plandel
      • List savings plansget
      • Create savings planpost
      • Retrieve savings plan executionget
      • Delete savings plan executiondel
      • List savings plan executionsget
      • Savings plan execution eventsevent
      • Savings plan eventsevent
      • List accounts liquidationsget
      • Create account liquidation requestpost
      • Retrieve account liquidationget
      • Cancel account liquidationdel
      • Account liquidation eventsevent
      • List direct debitsget
      • Trigger a direct debitpost
      • Retrieve a direct debitget
      • List top-upsget
      • Create a top-uppost
      • Get a top-up by IDget
      • Cancel a top-up by IDdel
      • Trigger a withdrawalpost
      • Retrieve withdrawalget
      • Cancel withdrawal by IDdel
      • List withdrawalsget
      • Direct Debit eventsevent
      • Top-up eventsevent
      • Withdrawals eventsevent
      • Get reference accounts of a userget
      • Create a reference accountpost
      • Get a reference account by IDget
      • Delete a reference account by IDdel
      • List mandatesget
      • Create a mandatepost
      • Retrieve a direct debit mandateget
      • Delete mandatedel
      • Retrieve an account group's cash balanceget
      • Cash Balance eventsevent
      • List positionsget
      • Retrieve positionget
      • Positions eventsevent
      • Get current valuation for an accountget
      • List valuation history for an accountget
      • Account valuation eventsevent
      • Intraday account valuation eventsevent
      • List account returnsget
      • Account returns eventevent
      • Trigger a virtual cash increasepost
      • Trigger a virtual cash decreasepost
      • Cancel virtual cash decrease by IDdel
      • Virtual cash increase eventsevent
      • Virtual cash decrease eventsevent
      • Get fee collectionsget
      • Create a fee collectionpost
      • Get a fee collection by IDget
      • Fee collection eventsevent
      • Create a fee configurationpost
      • Get fee configurationget
      • Update fee configurationpatch
      • List user reportsget
      • Create a user reportpost
      • Retrieve a user reportget
      • User reports eventsevent
      • Treasury reports eventsevent
      • List cash transactionsget
      • List securities transactionsget
      • Cash transactions eventsevent
      • Security transactions eventsevent
      • Retrieve a file metadataget
      • Get signing keysget
      • List all webhooksget
      • Create a webhook subscriptionpost
      • Retrieve a webhook subscriptionget
      • Delete a webhook subscriptiondel
      • Update a webhook subscriptionpatch
      • Test a webhookpost
      • Trigger a bank transactionpost

Upvest Investment API V1 (Take Our License)

This section of the documentation provides a reference to the Upvest Investment API.

  • Access Tokens

  • Webhooks

  • Users

  • Accounts

  • Reference Accounts

  • Mandates

  • Payments

  • Cash Balances

  • Orders

  • Positions

  • Reports

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