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ISA Allowance events

Upvest Investment API (1.75.0)

Upvest Investment API.

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Overview
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api@upvest.co

License

Apache 2.0

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ISA Tax Wrappers eventsWebhook

Request

ISA Tax Wrappers events

Bodyapplication/json
idstring(uuid)required

Event unique identifier

typestringrequired

The type of ISA tax wrapper event

  • NEW - The tax wrapper is newly created and not yet active due to pending checks.
  • ACTIVE - The tax wrapper is currently active and in use.
  • INACTIVE - The tax wrapper is not currently active. New subscriptions not allowed.
  • CLOSED - The tax wrapper has been closed and is no longer available.
Enum"ISA_WRAPPER.NEW""ISA_WRAPPER.ACTIVE""ISA_WRAPPER.INACTIVE""ISA_WRAPPER.CLOSED"
objectobjectrequired
idstring(uuid)required

Tax wrapper unique identifier.

created_atstring(date-time)required

The date and time the tax wrapper was created.

updated_atstring(date-time)required

The date and time the tax wrapper was last updated.

account_group_idstring(uuid)required

Account group unique identifier.

is_flexiblebooleanrequired

True if tax wrapper is flexible.

statusstringrequired

Status of the tax wrapper

  • NEW - The tax wrapper is newly created and not yet active due to pending checks.
  • ACTIVE - The tax wrapper is currently active and in use.
  • INACTIVE - The tax wrapper is not currently active. New subscriptions not allowed.
  • CLOSED - The tax wrapper has been closed and is no longer available.
Enum"NEW""ACTIVE""INACTIVE""CLOSED"
typestringrequired

Types of the ISA tax wrapper

Default "STOCKS_AND_SHARES_ISA"
Value"STOCKS_AND_SHARES_ISA"
webhook_idstring(uuid)required

Webhook unique identifier.

created_atstring(date-time)required

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

application/json
{
  "id": "295cf14f-368c-450e-b57e-48d115d30fe4",
  "created_at": "2025-08-01T10:34:43Z",
  "type": "ISA_WRAPPER.NEW",
  "object": {
    "id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
    "created_at": "2025-08-01T10:33:43Z",
    "updated_at": "2025-08-01T10:33:43Z",
    "account_group_id": "d4b5c6e7-89f0-4a1b-9c2d-3e4f5a6b7c8d",
    "is_flexible": true,
    "status": "NEW",
    "type": "STOCKS_AND_SHARES_ISA"
  },
  "webhook_id": "4a80c45f-204c-4498-ac20-d900a846e166"
}

Responses

Request has been processed successfully.

ISA Allowance eventsWebhook

Request

ISA Allowance events

Bodyapplication/json
idstring(uuid)required

Event unique identifier

typestringrequired

The type of ISA allowance event:

  • CREATED: Allowance was created.
  • UPDATED: Allowance was updated.
  • EXPIRED: Allowance is no longer valid.
Enum"ISA_WRAPPER_ALLOWANCE.CREATED""ISA_WRAPPER_ALLOWANCE.UPDATED""ISA_WRAPPER_ALLOWANCE.EXPIRED"
objectobjectrequired
idstring(uuid)required

Allowance unique identifier.

created_atstring(date-time)required

The date and time the tax wrapper was created.

updated_atstring(date-time)required

The date and time the tax wrapper was last updated.

tax_wrapper_idstring(uuid)required

Tax wrapper unique identifier.

typestringrequired

Type of the allowance:

  • ANNUAL - Allowance valid for a tax year.
Default "ANNUAL"
Value"ANNUAL"
statusstringrequired

Status of the allowance:

  • ACTIVE - Current allowance.
  • EXPIRED - Allowance from previous years.
Enum"ACTIVE""EXPIRED"
currencystringrequired

Alphabetic three-letter ISO 4217 currency code.

  • GBP - British Pound Sterling
Default "GBP"
Value"GBP"
total_amountstring^[0-9]{1,9}(\.[0-9]{2})?$required
used_amountstring^[0-9]{1,9}(\.[0-9]{2})?$required
remaining_amountstring^[0-9]{1,9}(\.[0-9]{2})?$required
valid_fromstring(date-time)required

The date from which the allowance is valid.

tax_yearnull or string
One of:
null
valid_tonull or string
One of:
null
first_subscription_atnull or string
One of:
null
webhook_idstring(uuid)required

Webhook unique identifier.

created_atstring(date-time)required

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

application/json
{
  "id": "295cf14f-368c-450e-b57e-48d115d30fe4",
  "created_at": "2025-08-01T10:34:43Z",
  "type": "ISA_WRAPPER_ALLOWANCE.UPDATED",
  "object": {
    "id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
    "created_at": "2025-10-05T14:48:00.000Z",
    "updated_at": "2025-10-05T14:48:00.000Z",
    "tax_wrapper_id": "0d68fea2-66e8-4ea8-b507-276e7a1eb4aa",
    "tax_year": "2025/2026",
    "type": "ANNUAL",
    "status": "ACTIVE",
    "currency": "GBP",
    "total_amount": "20000.00",
    "used_amount": "1000.00",
    "remaining_amount": "19000.00",
    "valid_from": "2025-04-06T00:00:00.000Z",
    "valid_to": "2026-04-05T23:59:59.000Z",
    "first_subscription_at": "2025-05-13T00:00:00.000Z"
  },
  "webhook_id": "4a80c45f-204c-4498-ac20-d900a846e166"
}

Responses

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