Upvest · Schema
Account
An investment account that holds positions and tracks balances.
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management
Properties
| Name | Type | Description |
|---|---|---|
| id | string | The unique identifier of the account. |
| user_id | string | The user who owns this account. |
| account_group_id | string | The account group this account belongs to. |
| type | string | The type of investment account. |
| status | string | The current status of the account. |
| created_at | string | When the account was created. |
| updated_at | string | When the account was last updated. |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/json-schema/investment-api-account-schema.json",
"title": "Account",
"description": "An investment account that holds positions and tracks balances.",
"type": "object",
"properties": {
"id": {
"type": "string",
"format": "uuid",
"description": "The unique identifier of the account.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"user_id": {
"type": "string",
"format": "uuid",
"description": "The user who owns this account.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"account_group_id": {
"type": "string",
"format": "uuid",
"description": "The account group this account belongs to.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"type": {
"type": "string",
"description": "The type of investment account.",
"example": "standard"
},
"status": {
"type": "string",
"enum": [
"PENDING",
"OPEN",
"CLOSING",
"CLOSED"
],
"description": "The current status of the account.",
"example": "PENDING"
},
"created_at": {
"type": "string",
"format": "date-time",
"description": "When the account was created.",
"example": "2025-03-15T14:30:00Z"
},
"updated_at": {
"type": "string",
"format": "date-time",
"description": "When the account was last updated.",
"example": "2025-03-15T14:30:00Z"
}
}
}
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