Creating account groups and accounts

Creating accounts groups and accounts is a key step that must be completed before operations, such as placing orders, can be performed.

This guide will lead you through the creation of account groups and accounts.

Prerequisites

Before attempting this guide you must understand the roles of account groups and accounts within the Upvest Investment API.

Please read the Account Groups and Accounts overview before continuing.
You must be able to create a user.

Implementation steps

You will be able to create account groups and accounts as soon as you have created a user.

As a rule, the following steps are required to create an account:

First create a user as decribed here.
Then set up the parent account group.
Create the account.

You can already create accounts while user onboarding and the associated checks are still in progress. The accounts remain in the status PENDING_APPROVAL until the onboarding process is completed.