Upvest · OAuth Scopes

Upvest OAuth Scopes

OAuth 2.0 derived

Upvest publishes 18 OAuth 2.0 scopes via the clientCredentials flow. Scopes are the fine-grained permissions an application requests at authorization time to act against the Upvest API on a user’s behalf.

Tokens are issued from /auth/token.

This index is generated from the provider’s OpenAPI security definitions (and, where available, its documented scope reference) and refreshes on every APIs.io network build. Browse every provider’s scopes at scopes.apis.io.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Scopes: 18 Flows: clientCredentials Method: derived

OAuth endpoints

Token URL
/auth/token

Flows
clientCredentials

Scopes (18)

Scope	Description	Flows
accounts:admin	Create and manage accounts	clientCredentials
accounts:read	Read account data	clientCredentials
fees:admin	Configure fees	clientCredentials
fees:read	Read fee data	clientCredentials
instruments:read	Read instrument data	clientCredentials
orders:admin	Place and manage orders	clientCredentials
orders:read	Read order data	clientCredentials
payments:admin	Manage payments and direct debits	clientCredentials
payments:read	Read payment data	clientCredentials
portfolios:admin	Create and manage portfolios	clientCredentials
portfolios:read	Read portfolio data	clientCredentials
positions:read	Read position data	clientCredentials
reports:read	Read reports	clientCredentials
transactions:read	Read transaction data	clientCredentials
users:admin	Onboard and manage users	clientCredentials
users:read	Read user data	clientCredentials
webhooks:admin	Manage webhook subscriptions	clientCredentials
webhooks:read	Read webhook subscriptions	clientCredentials

📄 Provider scope reference:

Source

OAuth Scopes

generated: '2026-07-11'
method: derived
source: openapi/upvest-investment-api-openapi.yml
schemes:
- name: oauth2ClientCredentials
  source: openapi/upvest-investment-api-openapi.yml
  flows:
  - flow: clientCredentials
    tokenUrl: /auth/token
  description: OAuth 2.0 client credentials flow. Obtain an access token by providing your client
    ID and client secret.
scopes:
- scope: accounts:admin
  description: Create and manage accounts
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: accounts:read
  description: Read account data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: fees:admin
  description: Configure fees
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: fees:read
  description: Read fee data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: instruments:read
  description: Read instrument data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: orders:admin
  description: Place and manage orders
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: orders:read
  description: Read order data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: payments:admin
  description: Manage payments and direct debits
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: payments:read
  description: Read payment data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: portfolios:admin
  description: Create and manage portfolios
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: portfolios:read
  description: Read portfolio data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: positions:read
  description: Read position data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: reports:read
  description: Read reports
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: transactions:read
  description: Read transaction data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: users:admin
  description: Onboard and manage users
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: users:read
  description: Read user data
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: webhooks:admin
  description: Manage webhook subscriptions
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml
- scope: webhooks:read
  description: Read webhook subscriptions
  flows:
  - clientCredentials
  sources:
  - openapi/upvest-investment-api-openapi.yml