Upvest Account Transfers API

openapi: 3.1.0
info:
  title: Upvest Investment Account Transfers API
  description: The Upvest Investment API provides a unified interface for building embedded investment experiences. It supports placing and managing orders, creating portfolios, configuring savings plans, handling securities transfers, and managing user accounts and positions. The API covers the full order lifecycle with asynchronous processing and webhook notifications for real-time event handling. Financial institutions can use the API to offer fractional investing, automated portfolio management, and localized investment products across European and UK markets.
  version: 1.0.0
  contact:
    name: Upvest Support
    url: https://upvest.co/
  termsOfService: https://upvest.co/legal
servers:
- url: https://api.upvest.co
  description: Production Server
- url: https://sandbox.upvest.co
  description: Sandbox Server
security:
- oauth2ClientCredentials: []
tags:
- name: Account Transfers
  description: Transfer accounts between entities.
paths:
  /account_transfers:
    post:
      operationId: createAccountTransfer
      summary: Upvest Create an account transfer
      description: Transfer an account between entities.
      tags:
      - Account Transfers
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountTransferCreate'
            examples:
              createAccountTransferRequestExample:
                summary: Default createAccountTransfer request
                x-microcks-default: true
                value:
                  source_account_id: a1b2c3d4-e5f6-7890-abcd-ef1234567890
                  target_account_id: a1b2c3d4-e5f6-7890-abcd-ef1234567890
      responses:
        '201':
          description: Account transfer initiated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountTransfer'
              examples:
                createAccountTransfer201Example:
                  summary: Default createAccountTransfer 201 response
                  x-microcks-default: true
                  value:
                    id: a1b2c3d4-e5f6-7890-abcd-ef1234567890
                    status: NEW
                    created_at: '2025-03-15T14:30:00Z'
        '400':
          description: Invalid request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                createAccountTransfer400Example:
                  summary: Default createAccountTransfer 400 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                createAccountTransfer401Example:
                  summary: Default createAccountTransfer 401 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    get:
      operationId: listAccountTransfers
      summary: Upvest List account transfers
      description: Retrieve a list of account transfer operations.
      tags:
      - Account Transfers
      parameters:
      - $ref: '#/components/parameters/Offset'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: List of account transfers
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/AccountTransfer'
                  meta:
                    $ref: '#/components/schemas/PaginationMeta'
              examples:
                listAccountTransfers200Example:
                  summary: Default listAccountTransfers 200 response
                  x-microcks-default: true
                  value:
                    data:
                    - id: {}
                      status: {}
                      created_at: {}
                    meta:
                      offset: 0
                      limit: 20
                      count: 100
                      total: 100
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                listAccountTransfers401Example:
                  summary: Default listAccountTransfers 401 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    AccountTransferCreate:
      type: object
      description: Request body for creating an account transfer.
      properties:
        source_account_id:
          type: string
          format: uuid
          description: The source account.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        target_account_id:
          type: string
          format: uuid
          description: The target account.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
    PaginationMeta:
      type: object
      description: Pagination metadata for list responses.
      properties:
        offset:
          type: integer
          description: The current offset.
          example: 0
        limit:
          type: integer
          description: The page size.
          example: 20
        count:
          type: integer
          description: The total number of items in the current page.
          example: 100
        total:
          type: integer
          description: The total number of items available.
          example: 100
    AccountTransfer:
      type: object
      description: An account transfer between entities.
      properties:
        id:
          type: string
          format: uuid
          description: The transfer identifier.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        status:
          type: string
          enum:
          - NEW
          - PROCESSING
          - COMPLETED
          - FAILED
          description: The transfer status.
          example: NEW
        created_at:
          type: string
          format: date-time
          description: When the transfer was initiated.
          example: '2025-03-15T14:30:00Z'
    Error:
      type: object
      description: An API error response.
      properties:
        type:
          type: string
          description: The error type identifier.
          example: standard
        status:
          type: integer
          description: The HTTP status code.
          example: 100
        title:
          type: string
          description: A short human-readable summary of the error.
          example: example-value
        detail:
          type: string
          description: A detailed human-readable explanation of the error.
          example: example-value
  parameters:
    Offset:
      name: offset
      in: query
      description: The number of items to skip for pagination.
      schema:
        type: integer
        minimum: 0
        default: 0
    Limit:
      name: limit
      in: query
      description: The maximum number of items to return per page.
      schema:
        type: integer
        minimum: 1
        maximum: 100
        default: 20
  securitySchemes:
    oauth2ClientCredentials:
      type: oauth2
      description: OAuth 2.0 client credentials flow. Obtain an access token by providing your client ID and client secret.
      flows:
        clientCredentials:
          tokenUrl: /auth/token
          scopes:
            users:read: Read user data
            users:admin: Onboard and manage users
            accounts:read: Read account data
            accounts:admin: Create and manage accounts
            orders:read: Read order data
            orders:admin: Place and manage orders
            instruments:read: Read instrument data
            portfolios:read: Read portfolio data
            portfolios:admin: Create and manage portfolios
            positions:read: Read position data
            payments:read: Read payment data
            payments:admin: Manage payments and direct debits
            reports:read: Read reports
            webhooks:read: Read webhook subscriptions
            webhooks:admin: Manage webhook subscriptions
            transactions:read: Read transaction data
            fees:read: Read fee data
            fees:admin: Configure fees
externalDocs:
  description: Upvest API Documentation
  url: https://docs.upvest.co/