The use cases presented here show you how to make the most of the available endpoints for accounts.
- Accounts and Account Groups
Understand the roles of accounts and account groups and the relationship between them.
A typical Omnibus client has one account linked to one user and one account group. All these accounts are created by Upvest for the client. Once created, these are not normally updated.
Some Omnibus clients will have more than one account. This is due to the tax treatment of dividends (different domiciles).