Operating Model:

Operating Model:

Getting started Guides Concepts

Overview
Users
- How-To
- Reference
Accounts
- Accounts and Account Groups
- How-To
  - Create Accounts
  - Close Accounts
Taxes
- Tax Exemptions
Instruments
Orders
Portfolios
- Overview
- Enabling Portfolio Investments
- Managing Portfolio Allocations
- Reallocation
- Rebalancing
- Liquidations
- Portfolio Sandbox Testing
Savings Plans
- Overview
  - Introduction
  - Savings plan execution
- How-To
Payments
- Mandate Setup
  - Overview
  - Implementing
- Direct Debit Funding
  - Overview
  - Submitting Funding
- Cash Balances
- Reference Bank Accounts
- SEPA Credit Transfer Testing
Corporate Actions
- Pre-Notifications
Positions
- Overview
  - Introduction Positions
  - Valuations
- How-To
  - Retrieve positions
  - Interprete positions
Virtual Cash
- Overview
  - Introduction
  - Use Cases
- How-To
  - Implementing Virtual Cash
Fees
- Overview
  - Fee Collection
- How-To
  - Implementing Fee Collection
Reporting
- Overview
  - Introduction
- Report Types
Treasury
Files
- Retrieving data

Files API

This chapter describes the process of data retrieval. We also show you what steps are required to retrieve various files via the Investment API.

Understand the process of data retrieval
Learn in this guide how Upvest file sharing solution works.
Get data
We show you what steps are required to retrieve various files via the Investment API.

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