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

Order execution flows

Upvest supports two execution flows for all incoming orders:

STRAIGHT_THROUGH: All orders with this execution flow are directly executed. This flow is the default.
BLOCK: All orders with this execution flow will be grouped together and executed at the next cut-off time. Block order are discussed in more detail in our dedicated Block Orders guide.

Next steps

Asynchronous order processing

Order execution states

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