Upvest Investment API.
Upvest Investment API (1.75.0)
https://sandbox.upvest.co/
https://api.upvest.co/
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
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
A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency
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.
- FRENCH_PEA - Account group of a french resident holding assets in Plan d'Epargne en Actions.
- ISA - Account group of a UK resident holding assets in an individual savings account.
- CHILD - Account group of a child user holding assets in a child account.
- Sandbox environment
https://sandbox.upvest.co/account_groups
- Live environment
https://api.upvest.co/account_groups
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X POST \
https://sandbox.upvest.co/account_groups \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'Content-Type: application/json' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'idempotency-key: ccb07f42-4104-44ad-8e1f-c660bb7b269c' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062' \
-d '{
"user_id": "413715f2-5401-4b97-8055-034a6b879f8c",
"type": "PERSONAL"
}'
Account group created.
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
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.
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.
- FRENCH_PEA - Account group of a french resident holding assets in Plan d'Epargne en Actions.
- ISA - Account group of a UK resident holding assets in an individual savings account.
- CHILD - Account group of a child user holding assets in a child account.
{ "id": "9d95820d-4333-46b6-98de-04ab7512e76f", "created_at": "2020-08-24T14:15:22Z", "updated_at": "2020-08-24T14:15:22Z", "type": "PERSONAL", "status": "ACTIVE", "users": [ { … } ], "securities_account_number": "123456789" }
Date and time when the event was created. RFC 3339-5, ISO8601 UTC
Event type
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
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.
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.
- FRENCH_PEA - Account group of a french resident holding assets in Plan d'Epargne en Actions.
- ISA - Account group of a UK resident holding assets in an individual savings account.
- CHILD - Account group of a child user holding assets in a child account.
- Sandbox environment
https://sandbox.upvest.co/Account Group events
- Live environment
https://api.upvest.co/Account Group events
{ "id": "72da9e41-9926-419f-976e-4c8069a04249", "created_at": "2021-07-21T14:10:00.00Z", "type": "ACCOUNT_GROUP.CREATED", "object": { "id": "9d95820d-4333-46b6-98de-04ab7512e76f", "created_at": "2020-08-24T14:15:22Z", "updated_at": "2020-08-24T14:15:22Z", "type": "PERSONAL", "status": "ACTIVE", "users": [ … ], "securities_account_number": "123456789" }, "webhook_id": "9df39835-be87-4243-9018-f2500b39cee6" }