With our investment API, we simplify the administration of cash payments and instant investments through automation.
Setting up a mandate is the first step to enable automatic funding of a cash balance on our platform. With a mandate, a user authorises Upvest to collect payments on their behalf.
A direct debit funding is a process which results in an increase of the cash balance from the user's IBAN specified on their mandate.
Cash balance refers to the portion of our user's investment portfolio assets that reside in cash. Fundings, withdrawals, and all order processes affect the cash balance of an account group.
Learn how to register and manage reference bank accouns for a user on the Investment API.
Top-ups With top-ups, users can seamlessly invest in assets without having to wait for their funds to settle, making investing more efficient and convenient.