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.