Top-ups
Download SpecAll top-ups related paths
sort
string
Field of resource to sort by
- Default
- "created_at"
- Enum
-
- id
- created_at
- Example
- "id"
order
string
Sort order of the result list if the sort
parameter is specified. Use ASC
for ascending or DESC
for descending sort order.
- Default
- "ASC"
- Enum
-
- ASC
- DESC
limit
int
int32
Use the limit
argument to specify the maximum number of items returned.
- Default
- 100
- Min
- 0
- Max
- 1000
offset
int
int32
Use the offset
argument to specify where in the list of results to start when returning items for a particular query.
- Min
- 0
account_group_id
string
uuid
required
Account group unique identifier.
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
topups:admin
topups:read
Returns a list of top-ups.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Response
List of top-ups.
{
"meta": {
"offset": 0,
"limit": 100,
"count": 1,
"total_count": 1,
"sort": "id",
"order": "ASC"
},
"data": [
{
"id": "1ab4fef9-a097-4c6f-9345-647025d5fde6",
"created_at": "2020-08-24T14:15:22Z",
"account_group_id": "1ea60f56-b67b-61fc-829a-0242ac130003",
"cash_amount": "200.00",
"currency": "EUR",
"status": "CONFIRMED"
}
]
}
Empty response
Empty response
Empty response
Empty response
Empty response
Bad Request. The incoming request had a malformed parameter/object.
{
"status": 400,
"type": "bad_request"
}
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
meta
object (meta)
required
offset
int
required
Amount of resource to offset in the response.
limit
int
required
Total limit of the response.
count
int
required
Count of the resources returned in the response.
total_count
int
required
Total count of all the resources.
sort
string
The field that the list is sorted by.
order
string
The ordering of the response.
- ASC - Ascending order
- DESC - Descending order
- Enum
-
- ASC
- DESC
data
array[object]
required
object
id
string
uuid
required
Top up request unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
account_group_id
string
uuid
required
Account group unique identifier.
cash_amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
settlement_reference
string
^[0-9A-Za-z+?/\-:()\.,'; ]{0,130}$
Settlement reference to be included in the corresponding bank transfer to settle this top up.
- Max Length
- 130
status
string
Status of the top up
- CONFIRMED - The top up is created and confirmed.
- SETTLED - The top up is settled.
- CANCELLED - The top up is cancelled
- Enum
-
- CONFIRMED
- SETTLED
- CANCELLED
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
account_group_id
string
uuid
required
Account group unique identifier.
cash_amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
idempotency-key
string
uuid
^[0-9a-fA-F]{8}-?[0-9a-fA-F]{4}-?[0-5][0-9a-fA-F]{3}-?[089abAB][0-9a-fA-F]{3}-?[0-9a-fA-F]{12}$
required
A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency
- Example
- "ccb07f42-4104-44ad-8e1f-c660bb7b269c"
oauth-client-credentials
Required Scopes:
topups:admin
Triggers the creation of a top-up payment.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Request
{
"account_group_id": "1ea60f56-b67b-61fc-829a-0242ac130003",
"cash_amount": "200.00",
"currency": "EUR"
}
Response
Top-up created.
{
"id": "1ab4fef9-a097-4c6f-9345-647025d5fde6",
"created_at": "2020-08-24T14:15:22Z",
"account_group_id": "1ea60f56-b67b-61fc-829a-0242ac130003",
"cash_amount": "200.00",
"currency": "EUR",
"status": "CONFIRMED",
"settlement_reference": "1ab4fef9-a097-4c6f-9345-647025d5fde6"
}
Empty response
Empty response
Empty response
Empty response
Empty response
Bad Request. The incoming request had a malformed parameter/object.
{
"status": 400,
"type": "bad_request"
}
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
id
string
uuid
required
Top up request unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
account_group_id
string
uuid
required
Account group unique identifier.
cash_amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
settlement_reference
string
^[0-9A-Za-z+?/\-:()\.,'; ]{0,130}$
Settlement reference to be included in the corresponding bank transfer to settle this top up.
- Max Length
- 130
status
string
Status of the top up
- CONFIRMED - The top up is created and confirmed.
- SETTLED - The top up is settled.
- CANCELLED - The top up is cancelled
- Enum
-
- CONFIRMED
- SETTLED
- CANCELLED
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
topup_id
string
uuid
required
Top up request unique identifier.
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
topups:admin
topups:read
Returns a top-up specified by its ID.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Response
OK.
{
"id": "1ab4fef9-a097-4c6f-9345-647025d5fde6",
"created_at": "2020-08-24T14:15:22Z",
"account_group_id": "1ea60f56-b67b-61fc-829a-0242ac130003",
"cash_amount": "200.00",
"currency": "EUR",
"status": "CONFIRMED"
}
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
id
string
uuid
required
Top up request unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
account_group_id
string
uuid
required
Account group unique identifier.
cash_amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
settlement_reference
string
^[0-9A-Za-z+?/\-:()\.,'; ]{0,130}$
Settlement reference to be included in the corresponding bank transfer to settle this top up.
- Max Length
- 130
status
string
Status of the top up
- CONFIRMED - The top up is created and confirmed.
- SETTLED - The top up is settled.
- CANCELLED - The top up is cancelled
- Enum
-
- CONFIRMED
- SETTLED
- CANCELLED
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Cancel a top-up by ID
Cancels a top-up specified by its ID. It is only possible to cancel a top-up if it has the status NEW
or CONFIRMED
.
topup_id
string
uuid
required
Top up request unique identifier.
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
topups:admin
Cancels a top-up specified by its ID. It is only possible to cancel a top-up if it has the status NEW
or CONFIRMED
.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Response
Request has been processed successfully.
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
No schema
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Unprocessable Entity. The syntax of request is correct but server can't process it due a semantic error.
{
"status": 422,
"type": "unprocessable_entity"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Top-up events
id
string
uuid
required
Event unique identifier
created_at
string
date-time
required
Date and time when the event was created. RFC 3339-5, ISO8601 UTC
type
string
required
Event type
- Enum
-
- TOPUP.CONFIRMED
- TOPUP.SETTLED
- TOPUP.CANCELLED
object
object (object)
required
id
string
uuid
required
Top up request unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
account_group_id
string
uuid
required
Account group unique identifier.
cash_amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
settlement_reference
string
^[0-9A-Za-z+?/\-:()\.,'; ]{0,130}$
Settlement reference to be included in the corresponding bank transfer to settle this top up.
- Max Length
- 130
status
string
Status of the top up
- CONFIRMED - The top up is created and confirmed.
- SETTLED - The top up is settled.
- CANCELLED - The top up is cancelled
- Enum
-
- CONFIRMED
- SETTLED
- CANCELLED
webhook_id
string
uuid
required
Webhook unique identifier.
Request
{
"id": "ac62dbc4-c94e-45e4-a16e-381c51c8de38",
"created_at": "2022-12-05T12:34:56Z",
"type": "TOPUP.SETTLED",
"object": {
"id": "a4496ff8-ce69-4e23-9f2e-6c3c7914b95c",
"account_group_id": "2a761567-251b-450e-8615-025d61dcc95e",
"settlement_reference": "91a44df3-7278-4dee-a1bf-2bc254eca66c",
"cash_amount": "100.01",
"currency": "EUR",
"created_at": "2022-12-05T12:34:56Z",
"status": "SETTLED"
},
"webhook_id": "9df39835-be87-4243-9018-f2500b39cee6"
}
Response
Request has been processed successfully.
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
No schema
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