{ "info": { "_postman_id": "4526a746-0814-4058-a571-9fed3d5d51ae", "name": "Upvest Investment Account Transfers Accounts 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.\n\nContact Support:\n Name: Upvest Support", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "lastUpdatedBy": "35240", "uid": "35240-4526a746-0814-4058-a571-9fed3d5d51ae" }, "item": [ { "name": "users", "item": [ { "name": "{user_id}", "item": [ { "name": "accounts", "item": [ { "name": "Upvest List accounts for a user", "id": "c52b4211-b0b1-42eb-9ec9-fd1120e22d84", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/users/:user_id/accounts", "host": [ "{{baseUrl}}" ], "path": [ "users", ":user_id", "accounts" ], "variable": [ { "id": "40963225-b657-4639-8ec8-5d5d9a386fb8", "key": "user_id", "value": "", "description": "(Required) The unique identifier of the user." } ] }, "description": "Retrieve all investment accounts belonging to a specific user." }, "response": [ { "id": "adbbc2cd-6ba0-46ff-bda3-13b89f0ba7ae", "name": "List of user accounts", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/users/:user_id/accounts", "host": [ "{{baseUrl}}" ], "path": [ "users", ":user_id", "accounts" ], "variable": [ { "key": "user_id" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"data\": [\n {\n \"id\": \"\",\n \"user_id\": \"\",\n \"account_group_id\": \"\",\n \"type\": \"\",\n \"status\": \"CLOSED\",\n \"created_at\": \"\",\n 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"application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-67a986d7-c3a6-47c1-93b5-6b2d2ef9895c" } ], "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-c52b4211-b0b1-42eb-9ec9-fd1120e22d84" } ], "id": "94d58661-aada-489b-8f1b-6b89f67bd467", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-94d58661-aada-489b-8f1b-6b89f67bd467" } ], "id": "003b8115-2ffc-43ae-8dbb-d20ef2b647ec", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-003b8115-2ffc-43ae-8dbb-d20ef2b647ec" } ], "id": "1b92a20d-c863-4dde-9d8e-30491c33e494", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-1b92a20d-c863-4dde-9d8e-30491c33e494" }, { "name": "accounts", "item": [ { "name": "{account_id}", "item": [ { "name": "Upvest Retrieve an account", "id": "2085fbf2-41ae-4090-a333-fd9d8bee7c23", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "id": "38227f1c-8f2b-4d6a-ac4c-3db4a38b949c", "key": "account_id", "value": "", "description": "(Required) The unique identifier of the account." } ] }, "description": "Retrieve details for a specific investment account." }, "response": [ { "id": "da256fa5-4910-4d60-97d1-ed6821ebd938", "name": "Account details", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"id\": \"\",\n \"user_id\": \"\",\n \"account_group_id\": \"\",\n \"type\": \"\",\n \"status\": \"OPEN\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-da256fa5-4910-4d60-97d1-ed6821ebd938" }, { "id": "67566586-74e4-4840-b371-da5fff6f7add", "name": "Unauthorized", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-67566586-74e4-4840-b371-da5fff6f7add" }, { "id": "3cf967b8-744e-4257-898e-035f3a0136d4", "name": "Account not found", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-3cf967b8-744e-4257-898e-035f3a0136d4" } ], "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-2085fbf2-41ae-4090-a333-fd9d8bee7c23" }, { "name": "Upvest Update an account", "id": "4c69199a-22b3-48b0-a5f8-6fa55ff3330c", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "PATCH", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"type\": \"\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "id": "3e952b18-1b46-45ed-96d8-5566020d6d5d", "key": "account_id", "value": "", "description": "(Required) The unique identifier of the account." } ] }, "description": "Update metadata or settings for an existing investment account." }, "response": [ { "id": "ee278c4b-c1bb-4e2b-bbb7-8692bb6ebf35", "name": "Account updated", "originalRequest": { "method": "PATCH", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"type\": \"\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"id\": \"\",\n \"user_id\": \"\",\n \"account_group_id\": \"\",\n \"type\": \"\",\n \"status\": \"OPEN\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-ee278c4b-c1bb-4e2b-bbb7-8692bb6ebf35" }, { "id": "fcf15e24-6fe6-4cec-89dc-cf243e380df5", "name": "Invalid request", "originalRequest": { "method": "PATCH", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"type\": \"\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Bad Request", "code": 400, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-fcf15e24-6fe6-4cec-89dc-cf243e380df5" }, { "id": "4b6b80a7-e90f-425e-b3b3-b5f9e04b41d9", "name": "Unauthorized", "originalRequest": { "method": "PATCH", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"type\": \"\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-4b6b80a7-e90f-425e-b3b3-b5f9e04b41d9" }, { "id": "a9b39c2f-0abc-4211-b322-7169416bc2f3", "name": "Account not found", "originalRequest": { "method": "PATCH", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"type\": \"\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-a9b39c2f-0abc-4211-b322-7169416bc2f3" } ], "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-4c69199a-22b3-48b0-a5f8-6fa55ff3330c" }, { "name": "Upvest Close an account", "id": "0756dce4-f7f0-4af8-bdf1-30eb1aa5a3ca", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "DELETE", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "id": "a2de95e3-62d7-47fd-bb95-3a150b40ee0d", "key": "account_id", "value": "", "description": "(Required) The unique identifier of the account." } ] }, "description": "Close an investment account. The account must have no open positions or pending orders." }, "response": [ { "id": "a4617ca1-93ba-4852-95f0-e8432d08e4c0", "name": "Account successfully closed", "originalRequest": { "method": "DELETE", "header": [ { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "No Content", "code": 204, "_postman_previewlanguage": "text", "header": [], "cookie": [], "responseTime": null, "body": null, "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-a4617ca1-93ba-4852-95f0-e8432d08e4c0" }, { "id": "12b26f26-3a24-4121-8d33-b7ced023614d", "name": "Unauthorized", "originalRequest": { "method": "DELETE", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-12b26f26-3a24-4121-8d33-b7ced023614d" }, { "id": "144e7495-d00a-4029-8e65-f24fc4dad729", "name": "Account not found", "originalRequest": { "method": "DELETE", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts/:account_id", "host": [ "{{baseUrl}}" ], "path": [ "accounts", ":account_id" ], "variable": [ { "key": "account_id" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-144e7495-d00a-4029-8e65-f24fc4dad729" } ], "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-0756dce4-f7f0-4af8-bdf1-30eb1aa5a3ca" } ], "id": "5d3ae834-80db-4d91-a1a8-052775428315", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-5d3ae834-80db-4d91-a1a8-052775428315" }, { "name": "Upvest List accounts", "id": "f9339cfe-6bf3-45dc-a80b-ccf33cc05f23", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/accounts?offset=0&limit=20", "host": [ "{{baseUrl}}" ], "path": [ "accounts" ], "query": [ { "description": "The number of items to skip for pagination.", "key": "offset", "value": "0" }, { "description": "The maximum number of items to return per page.", "key": "limit", "value": "20" } ] }, "description": "Retrieve a paginated list of all investment accounts." }, "response": [ { "id": "05326613-5dbf-44a3-b5dd-7500f4abf39a", "name": "A paginated list of accounts", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts?offset=0&limit=20", "host": [ "{{baseUrl}}" ], "path": [ "accounts" ], "query": [ { "description": "The number of items to skip for pagination.", "key": "offset", "value": "0" }, { "description": "The maximum number of items to return per page.", "key": "limit", "value": "20" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"data\": [\n {\n \"id\": \"\",\n \"user_id\": \"\",\n \"account_group_id\": \"\",\n \"type\": \"\",\n \"status\": \"CLOSED\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n },\n {\n \"id\": \"\",\n \"user_id\": \"\",\n \"account_group_id\": \"\",\n \"type\": \"\",\n \"status\": \"OPEN\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n }\n ],\n \"meta\": {\n \"offset\": \"\",\n \"limit\": \"\",\n \"count\": \"\",\n \"total\": \"\"\n }\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-05326613-5dbf-44a3-b5dd-7500f4abf39a" }, { "id": "66138393-7c41-4c22-9b9d-c884101ab5af", "name": "Unauthorized", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/accounts?offset=0&limit=20", "host": [ "{{baseUrl}}" ], "path": [ "accounts" ], "query": [ { "description": "The number of items to skip for pagination.", "key": "offset", "value": "0" }, { "description": "The maximum number of items to return per page.", "key": "limit", "value": "20" } ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-66138393-7c41-4c22-9b9d-c884101ab5af" } ], "createdAt": "2026-07-28T03:24:01.000Z", "updatedAt": "2026-07-28T03:24:01.000Z", "uid": "35240-f9339cfe-6bf3-45dc-a80b-ccf33cc05f23" }, { "name": "Upvest Create 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