User Identifiers

Download Spec

All user identifiers related paths.

Get user identifiers

get /users/{user_id}/identifiers

Lists all existing identifiers of a user used for transaction reporting.

OAuth2 oauth-client-credentials

Required Scopes:

users:readusers:admin

All Scopes

  • account_liquidations:admin · Trigger/read/cancel accounts liquidations
  • account_liquidations:read · Read accounts liquidations
  • account_returns:read · Read accounts returns
  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • credit_fundings:read · Credit Fundings read operations
  • fees:admin · Create and read fee operations
  • fees:read · Read fee operations
  • instruments:read · Read instruments
  • mandates:admin · Create/update/delete mandates
  • mandates:read · Read mandates
  • orders:admin · Create/update/delete orders
  • orders:read · Read orders
  • payments:admin · Payins and withdrawal operations
  • payments:read · Payins and withdrawal read operations
  • portfolios:admin · Modify portfolios
  • portfolios:read · Read portfolios
  • positions:read · Read positions
  • prices:read · Read instrument prices
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:admin · Create reports
  • reports:read · Read reports
  • savings_plans:admin · Create/read savings plans
  • savings_plans:read · Read savings plans
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • topups:admin · Topups operations
  • topups:read · Topups read operations
  • transactions:read · Read cash and securities transactions
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • virtual_cash_balances:admin · Virtual cash balances
  • webhooks:admin · Create/update/delete webhooks
  • webhooks:read · Read webhooks
Flow Type:
Client Credentials
Token URL:
https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

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

authorization

string

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

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default
"1"
Enum
  • 1
Example
1

user_id

string

uuid

required

User unique identifier.

Response

Examples Schema

OK

{
  "data": [
    {
      "id": "83d83ec2-d2ca-49ff-bbea-b92b5c3be202",
      "created_at": "2021-07-21T14:10:00.00Z",
      "updated_at": "2021-07-21T14:10:00.00Z",
      "user_id": "00000ec2-d2ca-49ff-bbea-b92b5c3be203",
      "type": "NATIONAL_ID",
      "issuing_country": "PL",
      "identifier_standard": "PESEL",
      "identifier": "83053078917"
    },
    {
      "id": "83d83ec2-d2ca-49ff-bbea-b92b5c3be111",
      "created_at": "2021-07-21T14:10:00.00Z",
      "updated_at": "2021-07-21T14:10:00.00Z",
      "user_id": "00000ec2-d2ca-49ff-bbea-b92b5c3be203",
      "type": "NATIONAL_ID",
      "issuing_country": "DK",
      "identifier_standard": "DPIC",
      "identifier": "3005837891"
    },
    {
      "id": "83d83ec2-d2ca-49ff-bbea-b92b5c3be303",
      "created_at": "2021-07-21T14:10:00.00Z",
      "updated_at": "2021-07-21T14:10:00.00Z",
      "user_id": "00000ec2-d2ca-49ff-bbea-b92b5c3be505",
      "type": "NATIONAL_ID",
      "issuing_country": "DE",
      "identifier_standard": "CONCAT",
      "identifier": ""
    }
  ]
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

data

array[object (Identifier)]

required

Identifier

object (Identifier)

id

string

uuid

required

Unique identifier for the user's national ID.

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

user_id

string

uuid

required

User unique identifier.

identifier_standard

string

required

Identifier standard abbreviation. See guide here

Min Length
2
Max Length
10

identifier

string

required

Identifier value. See guide here

Min Length
0
Max Length
30

type

string

required

Identifier type.

  • NATIONAL_ID -
Default
"NATIONAL_ID"

issuing_country

string

^[A-Z]{2}$

required

Country code. ISO 3166 alpha-2 Codes.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

Create a user identifier

post /users/{user_id}/identifiers

Creates a new identifier for a user that will be used for transaction reporting obligations. This identifier is required for user activation if the user's nationalities do not allow reporting using the CONCAT format. More information can be found in the guides.

OAuth2 oauth-client-credentials

Required Scopes:

users:admin

All Scopes

  • account_liquidations:admin · Trigger/read/cancel accounts liquidations
  • account_liquidations:read · Read accounts liquidations
  • account_returns:read · Read accounts returns
  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • credit_fundings:read · Credit Fundings read operations
  • fees:admin · Create and read fee operations
  • fees:read · Read fee operations
  • instruments:read · Read instruments
  • mandates:admin · Create/update/delete mandates
  • mandates:read · Read mandates
  • orders:admin · Create/update/delete orders
  • orders:read · Read orders
  • payments:admin · Payins and withdrawal operations
  • payments:read · Payins and withdrawal read operations
  • portfolios:admin · Modify portfolios
  • portfolios:read · Read portfolios
  • positions:read · Read positions
  • prices:read · Read instrument prices
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:admin · Create reports
  • reports:read · Read reports
  • savings_plans:admin · Create/read savings plans
  • savings_plans:read · Read savings plans
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • topups:admin · Topups operations
  • topups:read · Topups read operations
  • transactions:read · Read cash and securities transactions
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • virtual_cash_balances:admin · Virtual cash balances
  • webhooks:admin · Create/update/delete webhooks
  • webhooks:read · Read webhooks
Flow Type:
Client Credentials
Token URL:
https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

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

authorization

string

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

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default
"1"
Enum
  • 1
Example
1

user_id

string

uuid

required

User unique identifier.

type

string

required

Identifier type.

  • NATIONAL_ID -
Default
"NATIONAL_ID"

issuing_country

string

^[A-Z]{2}$

required

Country code. ISO 3166 alpha-2 Codes.

identifier

string

required

Identifier value. See guide here

Min Length
0
Max Length
30

Request

{
  "type": "NATIONAL_ID",
  "issuing_country": "PL",
  "identifier": "83053078917"
}

Response

Examples Schema

The user identifier is created.

{
  "id": "83d83ec2-d2ca-49ff-bbea-b92b5c3be202",
  "created_at": "2021-07-21T14:10:00.00Z",
  "updated_at": "2021-07-21T14:10:00.00Z",
  "user_id": "00000ec2-d2ca-49ff-bbea-b92b5c3be203",
  "type": "NATIONAL_ID",
  "issuing_country": "PL",
  "identifier_standard": "PESEL",
  "identifier": "83053078917"
}

Bad Request. The incoming request had a malformed parameter/object.

{
  "status": 400,
  "type": "bad_request"
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

id

string

uuid

required

Unique identifier for the user's national ID.

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

user_id

string

uuid

required

User unique identifier.

identifier_standard

string

required

Identifier standard abbreviation. See guide here

Min Length
2
Max Length
10

identifier

string

required

Identifier value. See guide here

Min Length
0
Max Length
30

type

string

required

Identifier type.

  • NATIONAL_ID -
Default
"NATIONAL_ID"

issuing_country

string

^[A-Z]{2}$

required

Country code. ISO 3166 alpha-2 Codes.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

Get a user identifier by ID

get /users/{user_id}/identifiers/{identifier_id}

Returns an existing identifier of a given user used for transaction reporting.

OAuth2 oauth-client-credentials

Required Scopes:

users:readusers:admin

All Scopes

  • account_liquidations:admin · Trigger/read/cancel accounts liquidations
  • account_liquidations:read · Read accounts liquidations
  • account_returns:read · Read accounts returns
  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • credit_fundings:read · Credit Fundings read operations
  • fees:admin · Create and read fee operations
  • fees:read · Read fee operations
  • instruments:read · Read instruments
  • mandates:admin · Create/update/delete mandates
  • mandates:read · Read mandates
  • orders:admin · Create/update/delete orders
  • orders:read · Read orders
  • payments:admin · Payins and withdrawal operations
  • payments:read · Payins and withdrawal read operations
  • portfolios:admin · Modify portfolios
  • portfolios:read · Read portfolios
  • positions:read · Read positions
  • prices:read · Read instrument prices
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:admin · Create reports
  • reports:read · Read reports
  • savings_plans:admin · Create/read savings plans
  • savings_plans:read · Read savings plans
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • topups:admin · Topups operations
  • topups:read · Topups read operations
  • transactions:read · Read cash and securities transactions
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • virtual_cash_balances:admin · Virtual cash balances
  • webhooks:admin · Create/update/delete webhooks
  • webhooks:read · Read webhooks
Flow Type:
Client Credentials
Token URL:
https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

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

authorization

string

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

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default
"1"
Enum
  • 1
Example
1

user_id

string

uuid

required

User unique identifier.

identifier_id

string

uuid

required

Unique identifier for the user's national ID.

Response

Examples Schema

OK

{
  "id": "83d83ec2-d2ca-49ff-bbea-b92b5c3be202",
  "created_at": "2021-07-21T14:10:00.00Z",
  "updated_at": "2021-07-21T14:10:00.00Z",
  "user_id": "00000ec2-d2ca-49ff-bbea-b92b5c3be203",
  "type": "NATIONAL_ID",
  "issuing_country": "PL",
  "identifier_standard": "PESEL",
  "identifier": "83053078917"
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

id

string

uuid

required

Unique identifier for the user's national ID.

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

user_id

string

uuid

required

User unique identifier.

identifier_standard

string

required

Identifier standard abbreviation. See guide here

Min Length
2
Max Length
10

identifier

string

required

Identifier value. See guide here

Min Length
0
Max Length
30

type

string

required

Identifier type.

  • NATIONAL_ID -
Default
"NATIONAL_ID"

issuing_country

string

^[A-Z]{2}$

required

Country code. ISO 3166 alpha-2 Codes.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

Update a user identifier by ID

patch /users/{user_id}/identifiers/{identifier_id}

Updates an existing identifier of a given user used for transaction reporting.

OAuth2 oauth-client-credentials

Required Scopes:

users:admin

All Scopes

  • account_liquidations:admin · Trigger/read/cancel accounts liquidations
  • account_liquidations:read · Read accounts liquidations
  • account_returns:read · Read accounts returns
  • accounts:admin · Create/update/delete accounts and account groups
  • accounts:read · Read accounts and account groups
  • checks:admin · Create checks
  • checks:read · Read checks
  • credit_fundings:read · Credit Fundings read operations
  • fees:admin · Create and read fee operations
  • fees:read · Read fee operations
  • instruments:read · Read instruments
  • mandates:admin · Create/update/delete mandates
  • mandates:read · Read mandates
  • orders:admin · Create/update/delete orders
  • orders:read · Read orders
  • payments:admin · Payins and withdrawal operations
  • payments:read · Payins and withdrawal read operations
  • portfolios:admin · Modify portfolios
  • portfolios:read · Read portfolios
  • positions:read · Read positions
  • prices:read · Read instrument prices
  • reference_accounts:admin · Create/update/delete reference accounts
  • reference_accounts:read · Read reference accounts
  • reports:admin · Create reports
  • reports:read · Read reports
  • savings_plans:admin · Create/read savings plans
  • savings_plans:read · Read savings plans
  • taxes:admin · Modify tax residencies
  • taxes:read · Read tax residencies
  • topups:admin · Topups operations
  • topups:read · Topups read operations
  • transactions:read · Read cash and securities transactions
  • users:admin · Create/update/delete users
  • users:read · Read users
  • valuations:read · Read valuations
  • virtual_cash_balances:admin · Virtual cash balances
  • webhooks:admin · Create/update/delete webhooks
  • webhooks:read · Read webhooks
Flow Type:
Client Credentials
Token URL:
https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

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

authorization

string

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

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example
"Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default
"1"
Enum
  • 1
Example
1

user_id

string

uuid

required

User unique identifier.

identifier_id

string

uuid

required

Unique identifier for the user's national ID.

identifier

string

required

Identifier value. See guide here

Min Length
0
Max Length
30

Request

{
  "identifier": "83053078111"
}

Response

Examples Schema

The user identifier is updated.

{
  "id": "83d83ec2-d2ca-49ff-bbea-b92b5c3be202",
  "created_at": "2021-07-21T14:10:00.00Z",
  "updated_at": "2021-07-22T15:20:10.00Z",
  "user_id": "00000ec2-d2ca-49ff-bbea-b92b5c3be203",
  "type": "NATIONAL_ID",
  "issuing_country": "PL",
  "identifier_standard": "PESEL",
  "identifier": "83053078111"
}

Bad Request. The incoming request had a malformed parameter/object.

{
  "status": 400,
  "type": "bad_request"
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

id

string

uuid

required

Unique identifier for the user's national ID.

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

user_id

string

uuid

required

User unique identifier.

identifier_standard

string

required

Identifier standard abbreviation. See guide here

Min Length
2
Max Length
10

identifier

string

required

Identifier value. See guide here

Min Length
0
Max Length
30

type

string

required

Identifier type.

  • NATIONAL_ID -
Default
"NATIONAL_ID"

issuing_country

string

^[A-Z]{2}$

required

Country code. ISO 3166 alpha-2 Codes.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

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

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