Upvest · Schema

SecuritiesTransfer

A securities transfer between accounts or providers.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name	Type	Description
id	string	The transfer identifier.
status	string	The transfer status.
direction	string	Whether securities are coming in or going out.
created_at	string	When the transfer was initiated.

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-securities-transfer-schema.json",
  "title": "SecuritiesTransfer",
  "description": "A securities transfer between accounts or providers.",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "description": "The transfer identifier.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "status": {
      "type": "string",
      "enum": [
        "NEW",
        "PROCESSING",
        "COMPLETED",
        "FAILED"
      ],
      "description": "The transfer status.",
      "example": "NEW"
    },
    "direction": {
      "type": "string",
      "enum": [
        "INBOUND",
        "OUTBOUND"
      ],
      "description": "Whether securities are coming in or going out.",
      "example": "INBOUND"
    },
    "created_at": {
      "type": "string",
      "format": "date-time",
      "description": "When the transfer was initiated.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}