Upvest · Postman Collection

Upvest Investment Account Transfers User Checks API

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 locali

1
Requests
3
Folders
View on GitHub Raw JSON Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth ManagementPostman Collection

Overview

Upvest Investment Account Transfers User Checks API is a Postman Collection published by Upvest on the APIs.io network.

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 locali

The collection contains 1 request organised into 3 folders.

Tagged areas include Banking Infrastructure, Fintech, Investments, Securities, and Fractional Investing.

Requests & Folders

users

Related API Specs

Upvest Account Transfers API (OpenAPI) Upvest Accounts API (OpenAPI) Upvest Authentication API (OpenAPI) Upvest Cash Balances API (OpenAPI) Upvest Corporate Actions API (OpenAPI) Upvest Direct Debits API (OpenAPI) Upvest Executions API (OpenAPI) Upvest Fee Configurations API (OpenAPI) Upvest Fees API (OpenAPI) Upvest Files API (OpenAPI) Upvest Instrument Prices API (OpenAPI) Upvest Instruments API (OpenAPI) Upvest Liquidations API (OpenAPI) Upvest Mandates API (OpenAPI) Upvest Order Cancellations API (OpenAPI) Upvest Orders API (OpenAPI) Upvest Portfolio Allocations API (OpenAPI) Upvest Portfolio Orders API (OpenAPI) Upvest Portfolios API (OpenAPI) Upvest Portfolios Rebalancing API (OpenAPI) Upvest Positions API (OpenAPI) Upvest Reference Accounts API (OpenAPI) Upvest Reports API (OpenAPI) Upvest Returns API (OpenAPI) Upvest Savings Plans API (OpenAPI) Upvest Securities Transfers API (OpenAPI) Upvest Tax Residencies API (OpenAPI) Upvest Transactions API (OpenAPI) Upvest Treasury Reports API (OpenAPI) Upvest User Checks API (OpenAPI) Upvest User Identifiers API (OpenAPI) Upvest Users API (OpenAPI) Upvest Valuations API (OpenAPI) Upvest Webhook Subscriptions API (OpenAPI) Upvest Withdrawals API (OpenAPI)
Back to Upvest · All Collections · GitHub

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