Operating Model:
Operating Model:

Users and Accounts

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.

  • Account opening
    Let us guide you through the process of creating accounts and account groups using our investment API.

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