API status

Tax wrappers

In this section you will find all the information and instructions needed to facilitate tax wrapped accounts using the Investment API.

  • Overview Upvest facilitates the creation of tax wrapped accounts and the management of a user allowance. This section outlines how the core components of our solution work, whilst highlighting which tax-wrapped product types we support.

    • What are French Plan d'Épargne en Actions accounts (PEA)?
    • What are United Kingdom Individual Savings Accounts (ISAs)?
    • What does our core solution consist of?
    • Integration approach

  • Integration guidance A step-by-step guide on how to leverage the available end-points and webhooks needed to facilitate tax wrapped products.

    • Integrating tax wrapper functionality for ISAs

      • Onboarding
      • Tax wrapper creation
      • ISA allowance events
      • Display allowance status
      • Leveraging allowance events for a great UX
      • Start trading

    • Integrating tax wrapper functionality for PEAs

      • Onboarding
      • Tax wrapper creation
      • PEA allowance events
      • Display allowance status

  • Use cases Learn how to cater to specific use cases relevant to tax wrapped products using the Investment API.

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