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Upvest Investment API
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History
Schema
Checked 6h ago · Updated 4d ago
Details
Access Tokens
1
Account Groups
6
Account Transfers
2
Accounts
7
Business Checks
3
Businesses
4
Cash Balance Transfers
6
Cash Balances
3
Credit Fundings
3
Direct Debits
3
Fees
3
Fees Configurations
3
Files
1
Instruments
2
ISA Transfers
1
Liquidations
4
Mandates
5
get
List mandates
get
List mandates for a business
post
Create a mandate
get
Retrieve a direct debit mandate
delete
Delete mandate
Orders
5
Portfolios
14
Portfolios Rebalancing
3
Positions
2
Price Data
3
Reference Accounts
5
Reports
4
Returns
1
Roles
4
Savings Plans
7
Securities Transfers
2
Tax Exemptions
5
Tax Residencies
2
Tax Wrappers
2
Tests
1
Top-ups
4
Transaction Fees Models
3
Transactions
2
User Checks
3
User Identifiers
4
Users
5
Valuations
2
Virtual Bank Accounts
3
Virtual Cash Balances
3
Webhook Subscriptions
7
Withdrawals
4
Mandates
Delete mandate
Delete mandate
delete
/payments/mandates/{mandate_id}
Response
Request has been processed successfully.