Upvest · Schema

Account

An investment account that holds positions and tracks balances.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name	Type	Description
id	string	The unique identifier of the account.
user_id	string	The user who owns this account.
account_group_id	string	The account group this account belongs to.
type	string	The type of investment account.
status	string	The current status of the account.
created_at	string	When the account was created.
updated_at	string	When the account was last updated.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/json-schema/investment-api-account-schema.json",
  "title": "Account",
  "description": "An investment account that holds positions and tracks balances.",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "description": "The unique identifier of the account.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "user_id": {
      "type": "string",
      "format": "uuid",
      "description": "The user who owns this account.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "account_group_id": {
      "type": "string",
      "format": "uuid",
      "description": "The account group this account belongs to.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "type": {
      "type": "string",
      "description": "The type of investment account.",
      "example": "standard"
    },
    "status": {
      "type": "string",
      "enum": [
        "PENDING",
        "OPEN",
        "CLOSING",
        "CLOSED"
      ],
      "description": "The current status of the account.",
      "example": "PENDING"
    },
    "created_at": {
      "type": "string",
      "format": "date-time",
      "description": "When the account was created.",
      "example": "2025-03-15T14:30:00Z"
    },
    "updated_at": {
      "type": "string",
      "format": "date-time",
      "description": "When the account was last updated.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}