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Upvest Investment API (1.75.0)

Upvest Investment API.

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Overview
URL

https://docs.upvest.co

Upvest API Support

api@upvest.co

License

Apache 2.0

Languages
Servers
Sandbox environment

https://sandbox.upvest.co/

Live environment

https://api.upvest.co/

Access Tokens

All authentication related paths.

Operations
OperationsWebhooks

User Identifiers

All user identifiers related paths.

Operations

User Checks

All user checks related paths.

OperationsWebhooks

Accounts

All accounts related paths

OperationsWebhooks

Account Groups

All account groups related paths

OperationsWebhooks

Tax Residencies

All tax residencies related paths.

Operations

Corporate Actions

All Corporate Action related paths.

Webhooks

Tax Exemptions

All tax exemptions related paths

OperationsWebhooks

Request

Tax Exemption Events

Bodyapplication/json
idstring(uuid)required

Event unique identifier

created_atstring(date-time)required

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

typestringrequired

Tax exemption events webhook type

  • TAX_EXEMPTION.CREATED - Tax exemption successfully created.
  • TAX_EXEMPTION.UPDATED - Tax exemption successfully updated.
  • TAX_EXEMPTION.DELETED - Tax exemption successfully deleted.
Enum"TAX_EXEMPTION.CREATED""TAX_EXEMPTION.UPDATED""TAX_EXEMPTION.DELETED"
objectobjectrequired
idstring(uuid)required

Tax Exemption Unique Identifier

statusstringrequired

Tax exemption status

  • NEW - The tax exemption request is created.
  • ACTIVE - The tax exemption is valid and active for the current year.
  • EXPIRED - The tax exemption is no longer ACTIVE and the valid_to_date already lies in the past. An update is not possible.
  • CANCELLED - The tax exemption could not be created or was cancelled.
Enum"NEW""ACTIVE""EXPIRED""CANCELLED"
user_idsArray of strings(uuid)required

Ids of the users for whom the tax exemption was created.

countrystring^[A-Z]{2}$required

Country code. ISO 3166 alpha-2 Codes.

valid_from_datestring(date)required

Date from which the tax exemption is valid. RFC 3339, section 5.6

valid_to_datestring or null(date)required

Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). RFC 3339, section 5.6

tax_exemption_detailsobjectrequired
tax_exemption_typestringrequired

Tax exemption type

  • SINGLE - Tax exemption for Individual.
  • MARRIED - Tax exemption for married couples.
Enum"SINGLE""MARRIED"
tax_exemption_amountobjectrequired
amountstring^[0-9]{1,9}(\.[0-9]{2})?$required
currencystringrequired

Alphabetic three-letter ISO 4217 currency code.

  • EUR - Euro
Default "EUR"
Value"EUR"
utilized_amountobjectrequired
amountstring^[0-9]{1,9}(\.[0-9]{2})?$required
currencystringrequired

Alphabetic three-letter ISO 4217 currency code.

  • EUR - Euro
Default "EUR"
Value"EUR"
remaining_amountobjectrequired
amountstring^[0-9]{1,9}(\.[0-9]{2})?$required
currencystringrequired

Alphabetic three-letter ISO 4217 currency code.

  • EUR - Euro
Default "EUR"
Value"EUR"
created_atstring(date-time)required

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

updated_atstring(date-time)required

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

webhook_idstring(uuid)required

Webhook unique identifier.

application/json
{ "id": "295cf14f-368c-450e-b57e-48d115d30fe4", "created_at": "2024-01-01T10:34:43Z", "type": "TAX_EXEMPTION.CREATED", "object": { "id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1", "created_at": "2024-01-01T10:33:43Z", "updated_at": "2024-01-01T10:33:43Z", "status": "ACTIVE", "user_ids": [ … ], "country": "DE", "valid_from_date": "2024-01-01", "valid_to_date": "2024-12-31", "tax_exemption_details": { … } }, "webhook_id": "4a80c45f-204c-4498-ac20-d900a846e166" }

Responses

Request has been processed successfully.

Tax Exemption Failure EventsWebhook

Request

Tax Exemption Failure Events

Bodyapplication/json
idstring(uuid)required

Event unique identifier

created_atstring(date-time)required

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

typestringrequired

Type of the tax exemption failure events webhook.

  • TAX_EXEMPTION.CREATION_FAILED - Tax exemption creation failed.
  • TAX_EXEMPTION.UPDATE_FAILED - Tax exemption update failed.
  • TAX_EXEMPTION.DELETION_FAILED - Tax exemption deletion failed.
Enum"TAX_EXEMPTION.CREATION_FAILED""TAX_EXEMPTION.UPDATE_FAILED""TAX_EXEMPTION.DELETION_FAILED"
objectobjectrequired
idstring(uuid)required

Tax Exemption Unique Identifier

reasonstringrequired

Reason for the failure of the tax exemption request.

statusstringrequired

Tax exemption status

  • NEW - The tax exemption request is created.
  • ACTIVE - The tax exemption is valid and active for the current year.
  • EXPIRED - The tax exemption is no longer ACTIVE and the valid_to_date already lies in the past. An update is not possible.
  • CANCELLED - The tax exemption could not be created or was cancelled.
Enum"NEW""ACTIVE""EXPIRED""CANCELLED"
user_idsArray of strings(uuid)required

Ids of the users for whom the tax exemption was created.

created_atstring(date-time)required

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

updated_atstring(date-time)required

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

webhook_idstring(uuid)required

Webhook unique identifier.

application/json
{ "id": "2ce641a1-e89c-43be-b8d8-981d4aac5bd5", "created_at": "2024-01-01T10:34:43Z", "type": "TAX_EXEMPTION.CREATION_FAILED", "object": { "id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1", "created_at": "2024-01-01T10:33:43Z", "updated_at": "2024-01-01T10:33:43Z", "reason": "Missing TIN", "status": "CANCELLED", "user_ids": [ … ] }, "webhook_id": "606e3c01-c9cf-4073-900e-718bfc521953" }

Responses

Request has been processed successfully.

Tax Collections

All tax collections related paths

Webhooks

Tax Wrappers

All tax wrappers related paths

OperationsWebhooks

Instruments

All instrument related paths.

OperationsWebhooks

Price Data

All price data related paths.

Operations
OperationsWebhooks

Portfolios

All portfolios related paths.

Operations

Portfolios Rebalancing

All portfolios rebalancing related paths.

OperationsWebhooks

Savings Plans

All savings plans related paths.

OperationsWebhooks

Liquidations

All accounts liquidations related paths.

OperationsWebhooks

Direct Debits

All direct debits related paths

OperationsWebhooks
OperationsWebhooks

Withdrawals

All withdrawals related paths

OperationsWebhooks

Reference Accounts

All reference account related paths

Operations

Mandates

All direct debit mandates related paths

Operations

Cash Balances

All cash balance related paths

OperationsWebhooks

Positions

All positions related paths.

OperationsWebhooks

Valuations

All valuations related paths.

OperationsWebhooks

Returns

All accounts returns related paths.

OperationsWebhooks

Virtual Cash Balances

All virtual cash balances related paths

OperationsWebhooks
OperationsWebhooks

Fees Configurations

All fees configurations related paths.

Operations
OperationsWebhooks

Treasury Reports

All treasury reports related paths.

Webhooks

Transactions

All transactions related paths.

OperationsWebhooks
Operations

Webhook Subscriptions

All webhook subscriptions related paths.

Operations

Virtual Bank Accounts

All virtual bank accounts related paths

OperationsWebhooks
Operations