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User Data Change

User data change

A user might request a data change when, for example, moving to a new city or getting married and thus changing their name or adding a nationality.

This guide outlines how to use the Investment API to change user data and the proof documents that must be provided in support of these changes.

Prerequisites

Before you can change data of a user you must have created one. You can find out how to do this in our User onboarding guide.

Changing user data

In the request body, you specify which fields you intend to change.

Changeable data

You can change the following fields via the Investment API:

  • first name
  • last name
  • salutation
  • title
  • birth date
  • birth city
  • birth country
  • birth name
  • nationalities
  • address
  • postal address

Data changes other than those listed are subject to a support request to Upvest.

Request a change to user data

Changes to user data are achieved by posting a data_change_request for a specific user id:

POST /users/{user_id}/data_change_requests

Example request

{
  "first_name": "Franz",
  "last_name": "Müller",
  "address": {
    "address_line1": "Rosenweg 222",
    "postcode": "45678",
    "city": "Berlin",¯
    "state": "BE",
    "country": "DE"
  },
}

After you requested a data change, the user information will be adjusted on the Investment API and a data change passed webhook will be sent.

Webhooks notify you of events in business processes, not the success or failure of the initialisation of those processes.

Please be sure to check the HTTP status of the response to your requests and handle failure cases appropriately.

Next steps

Since a change to user data can made at any point in the user's lifecycle in the Investment API, a next step could be to create an account group or place an order. You can see the updated data when retrieving a report.