Upvest API updates https://docs.upvest.co/news Updates of the API release notes Wed, 01 Jul 2026 11:00:00 +0000 v1.117.0 adds `cancellation_reason` and `cancellation_details` to savings plan execution responses. Operation models: TOL,BYOL Wed, 01 Jul 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11170-release https://docs.upvest.co/news#version-11170-release v1.116.0 adds `FEE_COLLECTION` as a new value in the `/reports` endpoints and related webhook events. Operation models: TOL,BYOL Tue, 30 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11160-release https://docs.upvest.co/news#version-11160-release v1.115.0 adds `USD` as a valid value for endpoints that accept or return `currency` values. Operation models: TOL,BYOL Mon, 29 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11150-release https://docs.upvest.co/news#version-11150-release v1.114.0 adds the `CLIENT_OPERATIONS` enum value to indicate orders placed by a client's Operations team on behalf of end users. Operation models: TOL,BYOL Thu, 25 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11140-release https://docs.upvest.co/news#version-11140-release v1.113.0 adds `available_for_instruction` to the Positions API and related webhooks. Operation models: TOL,BYOL Wed, 24 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11130-release https://docs.upvest.co/news#version-11130-release v1.112.0 adds `TAX_CONSOLIDATED_CERTIFICATE_UK` to the available report types. Operation models: TOL,BYOL Tue, 23 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11120-release https://docs.upvest.co/news#version-11120-release v1.111.0 changes the response for `POST /portfolios/configurations` from `400 Bad Request` to `422 Unprocessable Entity` when the account is not yet active. Operation models: TOL,BYOL Sat, 13 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11110-release https://docs.upvest.co/news#version-11110-release v1.110.0 removes the `ISSUED` status for top-ups and credit fundings. Operation models: TOL,BYOL Fri, 12 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11100-release https://docs.upvest.co/news#version-11100-release v1.109.0 adds the `CANCELLED` status for virtual cash increases. Operation models: TOL,BYOL Thu, 11 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11090-release https://docs.upvest.co/news#version-11090-release v1.108.0 adds the `ISSUED` status for top-ups and credit fundings. Operation models: TOL,BYOL Wed, 10 Jun 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11080-release https://docs.upvest.co/news#version-11080-release v1.107.0 enables email address collection during user onboarding for Bring Your Own Licence (BYOL) - Single Accounts clients. Operation models: BYOL Thu, 28 May 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11070-release https://docs.upvest.co/news#version-11070-release v1.106.0 adds two new enums, GUARDIAN and CHILD, to the users[].type field for account endpoints and webhooks. Operation models: TOL, BYOL Wed, 27 May 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11060-release https://docs.upvest.co/news#version-11060-release v1.105.0 adds `ANNUAL_INCOME_STATEMENT` to the available report type for the Reports endpoints and webhooks. Operation models: TOL, BYOL Fri, 22 May 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11050-release https://docs.upvest.co/news#version-11050-release v1.104.0 introduces a new `ID_COLLECTION` enum for the KYC `method` parameter. Operation models: TOL, BYOL Wed, 20 May 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11040-release https://docs.upvest.co/news#version-11040-release v1.103.0 adds US Dollars (`USD`) to the list of available currencies for several endpoints. Operation models: TOL, BYOL Fri, 15 May 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11030-release https://docs.upvest.co/news#version-11030-release v1.102.0 adds endpoints and webhooks for account transfers and securities transfers. Operation models: TOL, BYOL Tue, 05 May 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11020-release https://docs.upvest.co/news#version-11020-release v1.101.0 adds support for ex-ante reports for business entities. Operation models: TOL, BYOL Thu, 30 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11010-release https://docs.upvest.co/news#version-11010-release v1.100.0 adds `fee_collection_id` to account liquidation endpoints and webhooks. Operation models: TOL, BYOL Wed, 29 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-11000-release https://docs.upvest.co/news#version-11000-release v1.99.1 extends the securities transfers API with `order_date` and `delay_reason` fields. Operation models: TOL, BYOL Tue, 28 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1991-release https://docs.upvest.co/news#version-1991-release v1.99 provides support for transaction fee models. Clients can create both simple flat fees and sophisticated tiered fee structures. Operation models: TOL, BYOL Wed, 22 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1990-release https://docs.upvest.co/news#version-1990-release v1.98 adds the DELETE /portfolios/configurations/{account_id} endpoint to completely remove a portfolio configuration. Operation models: TOL, BYOL Mon, 20 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1980-release https://docs.upvest.co/news#version-1980-release v1.96 adds additional details of the fee collection when using the GET /fees/collections endpoint and the Fee collection events webhook. Operation models: TOL, BYOL Wed, 15 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1960-release https://docs.upvest.co/news#version-1960-release v1.95 adds support for excluding specific webhooks when their subscription is set to `All` by setting the `exclude_type` field. Operation models: TOL, BYOL, OMNIBUS Fri, 10 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1950-release https://docs.upvest.co/news#version-1950-release v1.94 adds support for the business self-assessment check as part of the POST /businesses/{business_id}/checks endpoint. Operation models: TOL, BYOL Thu, 09 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1940-release https://docs.upvest.co/news#version-1940-release v1.93 adds support for including either a user ID or business ID when placing an order with the POST /orders endpoint. Operation models: TOL, BYOL Tue, 07 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1930-release https://docs.upvest.co/news#version-1930-release v1.92 deprecates a number of report types from the User report events webhook. Operation models: TOL, BYOL Thu, 02 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1920-release https://docs.upvest.co/news#version-1920-release v1.91 introduces support for creating business accounts via the Investment API. Operation models: TOL, BYOL Wed, 01 Apr 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1910-release https://docs.upvest.co/news#version-1910-release v1.90 adds support for optional Terms and Conditions and Data Privacy Agreements fields for BYOL-SA clients when adding users and businesses. Operation models: BYOL Tue, 24 Mar 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1900-release https://docs.upvest.co/news#version-1900-release v1.89.1 adds CHILD and GUARDIAN user types to the POST /account_groups endpoint. Operation models: TOL, BYOL Thu, 19 Mar 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1891-release https://docs.upvest.co/news#version-1891-release v1.89.0 adds the ability to manage transfers for Individual Savings Accounts (ISA) for end users in the United Kingdom. Operation models: TOL, BYOL Wed, 18 Mar 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1890-release https://docs.upvest.co/news#version-1890-release v1.88 updates the Cash transactions webhook to include a tax_details section that displays tax information related to transactions with a non-zero tax amount. Operation models: TOL, BYOL, OMNIBUS Wed, 11 Mar 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1880-release https://docs.upvest.co/news#version-1880-release v1.87 adds support for ex-ante reports for orders in savings plans. Operation models: TOL, BYOL Mon, 02 Mar 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1870-release https://docs.upvest.co/news#version-1870-release v1.86 adds the FRENCH_IFU report type. Operation models: TOL, BYOL Fri, 13 Feb 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1860-release https://docs.upvest.co/news#version-1860-release v1.84 updates the Fee collection events webhook to include additional information related to sell to cover orders used to cover end user's fees. Operation models: TOL, BYOL Mon, 02 Feb 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1840-release https://docs.upvest.co/news#version-1840-release v1.83 removes the `Deprecated` flag from the `GET /account_groups/{account_group_id}/payments/cash_balances` endpoint. Operation models: TOL, BYOL Wed, 14 Jan 2026 11:00:00 +0000 https://docs.upvest.co/news#version-1830-release https://docs.upvest.co/news#version-1830-release v1.82 updates the Vorabpauschale tax collection workflow and adds a new enum for the `TAX_PREPAYMENT_DE_CANCELLATION` report to the GET `/user/{user_id}/reports` and the GET `reports/{report_id}]` endpoints. Operation models: TOL, BYOL Tue, 30 Dec 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1820-release https://docs.upvest.co/news#version-1820-release v1.81 adds a new enum, `TRANSACTION_FEE` to the `type` parameter in the Treasury reports events webhook. Operation models: TOL, BYOL, OMNIBUS Thu, 18 Dec 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1810-release https://docs.upvest.co/news#version-1810-release v1.80 adds enhanced dynamic prices for several ISINs in the Sandbox environment. Operation models: TOL, BYOL Tue, 16 Dec 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1800-release https://docs.upvest.co/news#version-1800-release v1.79 introduces our account transfer functionality giving clients the ability to facilitate the transfer of multiple ISINs from a single account across custodians. Operation models: TOL, BYOL Mon, 15 Dec 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1790-release https://docs.upvest.co/news#version-1790-release v1.78 introduces our securities transfer functionality giving clients the ability to facilitate the transfer of securities across custodians, in both directions. Operation models: TOL, BYOL, OMNIBUS Thu, 13 Nov 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1780-release https://docs.upvest.co/news#version-1780-release v1.77 adds support for Great British Pounds (GBP) in the currency field of our Fees endpoint. Operation models: TOL, BYOL, OMNIBUS Fri, 07 Nov 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1770-release https://docs.upvest.co/news#version-1770-release v1.76 includes new functionality to receive payments and manage funds by leveraging virtual International Bank Account Numbers (vIBANs). This functionality supports credit funding by allowing users to easily receive money and top up their balances to their vIBAN. Operation models: TOL, BYOL Wed, 22 Oct 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1760-release https://docs.upvest.co/news#version-1760-release v1.75 includes the release of the tax wrapper functionality with support for Individual Savings Accounts (ISAs) and Plan d'Epargne en Actions (PEA). Operation models: TOL, BYOL Wed, 15 Oct 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1750-release https://docs.upvest.co/news#version-1750-release v1.74 includes instructions for the new Tax Collection process for tax payments. This includes a specific section for the collection of preliminary lump-sum taxes (Vorabpauschale) required under German Tax Law. Operation models: TOL, BYOL Mon, 13 Oct 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1740-release https://docs.upvest.co/news#version-1740-release v1.73 introduced new charge method for fee configuration - COLLECTED_BY_UPVEST Operation models: TOL, BYOL, OMNIBUS Tue, 30 Sep 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1730-release https://docs.upvest.co/news#version-1730-release v1.72.3 Updates the reference list of supported tax identification numbers. Operation models: TOL, BYOL Mon, 29 Sep 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1723-release https://docs.upvest.co/news#version-1723-release v1.72.2 Introduces a new ISIN to limit and stop order simulation flows. Operation models: TOL, BYOL, OMNIBUS Tue, 23 Sep 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1722-release https://docs.upvest.co/news#version-1722-release v1.72.1 updates the reference list of supported tax identification numbers (TINs). Operation models: TOL, BYOL Mon, 08 Sep 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1721-release https://docs.upvest.co/news#version-1721-release v1.72.0 Introduces the Reminder webhook for savings plan executions. Operation models: TOL, BYOL Tue, 02 Sep 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1720-release https://docs.upvest.co/news#version-1720-release v1.71.0 New cash and security transaction types. Operation models: TOL, BYOL, OMNIBUS Tue, 26 Aug 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1710-release https://docs.upvest.co/news#version-1710-release v1.70.0 Added support for clients to specify inducements in ex-ante cost disclosures Operation models: TOL, BYOL, OMNIBUS Tue, 19 Aug 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1700-release https://docs.upvest.co/news#version-1700-release v1.69.0 Enhanced visibility of transaction fees Operation models: TOL, BYOL, OMNIBUS Mon, 18 Aug 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1690-release https://docs.upvest.co/news#version-1690-release v1.68.0 Updates to savings plan execution status list Operation models: TOL, BYOL Fri, 08 Aug 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1680-release https://docs.upvest.co/news#version-1680-release v1.67.0 New purpose_code fields Operation models: TOL, BYOL, OMNIBUS Thu, 31 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1670-release https://docs.upvest.co/news#version-1670-release v1.66.0 Add GBP currency support for account liquidations Operation models: TOL, BYOL, OMNIBUS Wed, 30 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1660-release https://docs.upvest.co/news#version-1660-release Webhook Documentation Update - Stale Subscription Removal Policy Added a clarification to webhook best practices regarding the automatic removal of buggy or stale webhook subscriptions to improve system reliability and performance. Tue, 29 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news https://docs.upvest.co/news v1.65.0 Deprecated credit_debit_factor field in corporate action notifications Operation models: TOL, BYOL, OMNIBUS Thu, 24 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1650-release https://docs.upvest.co/news#version-1650-release v1.64.0 New TOPUP webhook event type Operation models: TOL, BYOL Mon, 21 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1640-release https://docs.upvest.co/news#version-1640-release v1.63.0 Add GBP currency support to orders endpoint Operation models: TOL, BYOL, OMNIBUS Fri, 18 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1630-release https://docs.upvest.co/news#version-1630-release v1.62.0 Change return code of virtual balance increase endpoint Operation models: TOL, BYOL Fri, 04 Jul 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1620-release https://docs.upvest.co/news#version-1620-release v1.61.0 New account group type Operation models: TOL Fri, 27 Jun 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1610-release https://docs.upvest.co/news#version-1610-release v1.60.0 New optional taxes field for withdrawals Operation models: TOL, BYOL Tue, 24 Jun 2025 09:00:00 +0000 https://docs.upvest.co/news#version-1600-release https://docs.upvest.co/news#version-1600-release v1.59.0 New KYC document type and method ENUM Operation models: TOL Thu, 12 Jun 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1590-release https://docs.upvest.co/news#version-1590-release v1.58.0 New list cash balances endpoint across all supported currencies Operation models: TOL, BYOL, OMNIBUS Wed, 04 Jun 2025 13:00:00 +0000 https://docs.upvest.co/news#version-1580-release https://docs.upvest.co/news#version-1580-release v1.57.0 New cash balance endpoint for each supported currency Operation models: TOL, BYOL, OMNIBUS Tue, 03 Jun 2025 08:00:00 +0000 https://docs.upvest.co/news#version-1570-release https://docs.upvest.co/news#version-1570-release Support of new CA types in the notifications Operation models: TOL, BYOL, OMNIBUS Wed, 28 May 2025 10:00:00 +0000 https://docs.upvest.co/news#support-of-new-corporate-action-types-in-the-notifications https://docs.upvest.co/news#support-of-new-corporate-action-types-in-the-notifications v1.56.1 Branches feature for BYOL SA Operation models: BYOL Wed, 21 May 2025 12:00:00 +0000 https://docs.upvest.co/news#version-1561-release https://docs.upvest.co/news#version-1561-release v1.56.0 Transactions types added to the docs Operation models: TOL, BYOL, OMNIBUS Tue, 06 May 2025 14:00:00 +0000 https://docs.upvest.co/news#version-1560-release https://docs.upvest.co/news#version-1560-release v1.55.0 New CA types for notifications Operation models: TOL, BYOL, OMNIBUS Wed, 30 Apr 2025 15:00:00 +0000 https://docs.upvest.co/news#version-1550-release https://docs.upvest.co/news#version-1550-release v1.54.0 New CA type for notifications and `additional_text` field Operation models: TOL, BYOL, OMNIBUS Thu, 24 Apr 2025 16:00:00 +0000 https://docs.upvest.co/news#version-1540-release https://docs.upvest.co/news#version-1540-release v1.53.0 `account_group_id` as reference type Operation models: TOL, BYOL, OMNIBUS Tue, 22 Apr 2025 17:00:00 +0000 https://docs.upvest.co/news#version-1530-release https://docs.upvest.co/news#version-1530-release v1.52.0 GBP currency supported in virtual cash Operation models: TOL, BYOL, OMNIBUS Mon, 14 Apr 2025 14:00:00 +0000 https://docs.upvest.co/news#version-1520-release https://docs.upvest.co/news#version-1520-release New guides for corporate actions Operation models: TOL, BYOL, OMNIBUS Tue, 08 Apr 2025 14:00:00 +0000 https://docs.upvest.co/news#corporate-actions-guides https://docs.upvest.co/news#corporate-actions-guides v1.51.0 Notifications for additional corporate action types Operation models: TOL, BYOL, OMNIBUS Wed, 02 Apr 2025 17:00:00 +0000 https://docs.upvest.co/news#version-1510-release https://docs.upvest.co/news#version-1510-release v1.50.0 New KYC method ENUM Operation models: TOL, BYOL, OMNIBUS Tue, 25 Mar 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1500-release https://docs.upvest.co/news#version-1500-release v1.49.0 New field in the treasury report body Operation models: TOL, BYOL, OMNIBUS Tue, 18 Feb 2025 11:00:00 +0000 https://docs.upvest.co/news#version-1490-release https://docs.upvest.co/news#version-1490-release v1.48.0 New transaction type Operation models: TOL, BYOL, OMNIBUS Mon, 17 Feb 2025 13:00:00 +0000 https://docs.upvest.co/news#version-1480-release https://docs.upvest.co/news#version-1480-release v1.46.0 Multi-currency preparation Operation models: TOL, BYOL Fri, 24 Jan 2025 15:00:00 +0000 https://docs.upvest.co/news#version-1460-release https://docs.upvest.co/news#version-1460-release v1.45.0 Corporate actions notification: New types Operation models: TOL, BYOL, OMNIBUS Tue, 21 Jan 2025 14:00:00 +0000 https://docs.upvest.co/news#version-1450-release https://docs.upvest.co/news#version-1450-release Best practice guide for integrating webhooks Operation models: TOL, BYOL, OMNIBUS Thu, 09 Jan 2025 17:00:00 +0000 https://docs.upvest.co/news#best-practice-guide-for-integrating-webhooks https://docs.upvest.co/news#best-practice-guide-for-integrating-webhooks v1.43.0 Corporate actions notification: New types Operation models: TOL, BYOL, OMNIBUS Tue, 17 Dec 2024 10:00:00 +0000 https://docs.upvest.co/news#version-1430-release https://docs.upvest.co/news#version-1430-release v1.42.0 Reference account group in account opening reports Operation models: TOL, BYOL Mon, 16 Dec 2024 16:00:00 +0000 https://docs.upvest.co/news#version-1420-release https://docs.upvest.co/news#version-1420-release New guide for fees collection Operation models: TOL, BYOL Wed, 11 Dec 2024 14:00:00 +0000 https://docs.upvest.co/news#new-guide-for-fees-collection-via-the-investment-api https://docs.upvest.co/news#new-guide-for-fees-collection-via-the-investment-api v1.41.0 Branches Operation models: TOL, BYOL Fri, 15 Nov 2024 12:00:00 +0000 https://docs.upvest.co/news#version-1410-release https://docs.upvest.co/news#version-1410-release v1.40.0 Valid country codes Operation models: TOL, BYOL, OMNIBUS Mon, 04 Nov 2024 12:00:00 +0000 https://docs.upvest.co/news#version-1400-release https://docs.upvest.co/news#version-1400-release v1.39.0 Second priority user identifier Operation models: TOL, BYOL Fri, 25 Oct 2024 16:00:00 +0000 https://docs.upvest.co/news#version-1390-release https://docs.upvest.co/news#version-1390-release v1.38.0 Tax exemptions Operation models: TOL Wed, 16 Oct 2024 14:00:00 +0000 https://docs.upvest.co/news#version-1380-release https://docs.upvest.co/news#version-1380-release RSS feed available Operation models: TOL, BYOL, OMNIBUS Wed, 02 Oct 2024 13:00:00 +0000 https://docs.upvest.co/news#rss-feed-available https://docs.upvest.co/news#rss-feed-available v1.37.0 Corporate action notifications Operation models: TOL, BYOL, OMNIBUS Tue, 01 Oct 2024 13:00:00 +0000 https://docs.upvest.co/news#version-1370-release https://docs.upvest.co/news#version-1370-release