Our Investment API is structured around users and accounts. The use cases presented here show you how to make the most of the available endpoints for users and accounts.

  • User onboarding
    Learn how to set up a user on our Investment API, including how to create a user and all the legal checks.

  • Tax onboarding
    Understand the steps required to provide tax residency and other identifiers when onboarding a user.

  • User data change
    This guide outlines how to change data about a user and which proof documents have to be provided.

  • User offboarding
    Learn how to offboard users from the Investment API.