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Savings plans

Savings plans enable you to offer automatic recurring investments. With the Upvest Investments API you can create savings plans for individual instruments and portfolios; there is virtually no limit to the number of savings plans you can create for your users.

This guide provides you with all the information about savings plans so that you can integrate them with the Investment API.

  • Implementing savings plans
    Read how to use our investment Investments API to place the first investment order for an account, including all relevant status updates.

  • Understanding savings plans
    Understand the lifecycle of savings plans and its execution states.