OAuth 2.0
- Obtain a Refresh and Access Tokens
- Revoke a Refresh Token
Users
- Get Terms & Conditions
- Get Terms & Conditions v2
- Get AML questions
- Get appropriateness questions
- Get UK appropriateness questionnaire
- Get appropriateness questionnaire for complex products
- Get client categorization questionnaire
- Get DAC8 questionnaire
- Get FATCA questionnaire
- Get account levels
- Get account levels v2
- Get UK Risk Disclosure Warning
- Acknowledge UK Risk Disclosure Warning
- Create new user
- Get user list v2
- Search for users
- Get user details v2
- Update an existing user
- Get user details
- Off-boarding user
- Inactivate user
- Get user accepted Terms & Conditions
- Get user accepted Terms & Conditions v2
- User verification files
- Get user compliance status
- Get Legal Documents
- Capture consent for User's final check
- Retrieve Tax Identification Number Configuration
Assets
- Get a list of available assets
- Get asset details
- Get asset history
- Get asset information
- Get crypto index allocations
- Get cryptocoin details
- Get metal details
- Get crypto index details
- Get stock details
- Get equity stock details
- Get ETF details
- Get equity ETF details
- Get ETC details
- Get Equity ETC details
- Get token details
- Get a list of available assets v2
- Get asset details v2
- Get asset information
- Get asset history
- Get cryptocoin details
- Get metal details
- Get crypto index details
- Get stock details
- Get equity stock details V2
- Get ETF details
- Get equity ETF details V2
- Get ETC details
- Get Equity ETC details V2
- Get token details
- Get asset tags mapping
- Get prices
- Get prices V2
Asset ESG Data
- Get asset ESG data
- Get asset ESG data V2
Exchange rate
- Get the exchange rate for two assets
Swap exchange rate
- Get the swap exchange rate between two assets
GetAssetsUnderManagement
- Get assets under management
GetAssetsUnderManagementTypeGroup
- Get assets under management grouped by type
Fiats
- List all available fiats per partner
Trades
- List all trades per user
- Get trades history for user using asset and fiat uuid
- Transaction timeline per user
- Search for trades
- Lightweight Search for trades V2
- Create a trade offer
- Create a trade offer V2
- [Deprecated] Accept a trade offer
- Accept a trade offer V2
- Accept a trade offer V3
- Get a trade offer status
- List all non-user initiated transactions per partner or per user
- List all non-user initiated transactions per partner or per user V2
TradeDetails
- Get trade details
Corporate Actions
- List all corporate actions per partner or per user
- Corporate Actions Notifications
- Corporate Actions Notifications
Operational Transactions
- Corporate action details
- Non-user initiated transaction details
- Crypto action details
Operational Transactions V2
- Crypto action details V2
Portfolio
- Returns the list of owned assets
- Returns the list of owned asset groups
- Portfolio performance based on timeframe
- Returns the enhanced portfolio detail of an asset
- Returns the list of owned assets
- Returns the list of owned asset groups
- Portfolio performance based on timeframe
- Returns the enhanced portfolio detail of an asset
Settlement
- List all available fiats per partner
- Create a settlement deposit
- Update the fiat stock
- List all settlement transactions per partner
- Top-Up Request
- Top-Up Request V2
- Top-Up Success
- Top-Up Success V2
- Send Money
- Send Money V2
- Send Money Success
- Send Money Success V2
Reports
- Get all available report types per user
- Get all generated reports per user
- Create Account Statement Report
- Download a specific report
- Get ex-ante report for an offer
- Reports Notifications
Files
- Upload a file
- Get file contents
- Get file information
Staking
- Get staking overview
- Get bonded overview
- Stake a crypto asset
- Unstake a crypto asset
- List all staking actions per user
- List all staking actions per user V2
- Stake a crypto asset V2
- Unstake a crypto asset V2
- Get a staking action status
Events
- List all notification events per partner
Automated Order Price Estimation
- Get automated order price estimation
Tax
- Get user’s tax eligibility status
- Update user’s tax eligibility status
- Get trade tax details
Crypto-Transfers
- List external addresses
- Create deposit address
- Update external address
- Create withdrawal address
- Create withdrawal address V2
- List of VASPs
- Validate crypto address
- List all crypto transfers per user
- Search for crypto transfers
- Update tax declaration status for a crypto deposit transaction
- Create a crypto withdrawal offer
- Confirm a withdrawal offer
Savings
- Create a savings plan
- Search for savings plans
- Cancel a savings plan
- Cancel a savings plan V2
- Confirm a savings plan transaction
- Confirm a savings plan transaction V2
- Create a savings plan V2
- Search for savings plans V2
- Get savings plan next recurrence date.
- Savings Plan Upcoming Trade
- Savings Plan Upcoming Trade v2
- Savings Plan Successful Trade
- Savings Plan Failed Trade
- Savings Plan Auto Cancel
Swaps
- Create a swap offer
- Search for swaps
- Swap details by swap offer ID
- Create a swap offer V2
- Search for swaps V2
- Swap details by swap offer ID V2
- Accept a swap offer
- Accept a swap offer V2
Automated Orders
- List automated orders
- Create an automated order
- Get an automated order details
- Cancel an automated order
Corporate onboarding
- Get risk questions
- Get a list of available businesses
- Create new business
- Get business details
- Update an existing business
- Create Authorized Individual
- Get a list of Authorized Individuals
- Get Authorized Individual details
- Update Authorized Individual
- Delete Authorized Individual
- Create Shareholder
- Get a list of Shareholders
- Get Shareholder details
- Update Shareholder
- Delete Shareholder
- Create Beneficial Owner
- Get a list of Beneficial Owners
- Get Beneficial Owner details
- Update Beneficial Owner
- Delete Beneficial Owner
- Create Managing Director
- Get a list of Managing Directors
- Get Managing Director details
- Update Managing Director
- Delete Managing Director
- Create Individual
- Get a list of Individuals
- Get Individual details
- Update Individual
- Delete Individual
User Actions
- User Updates Notifications
Crypto Transfers
- Deposit or withdrawal notification
Non-user Initiated Transactions
- Non-user Initiated Transactions
- Non-user Initiated Transactions V2
- Non-user Initiated Transactions V3
Crypto Action
- Crypto Actions Notifications
- Automated Orders Notifications
Schemas
- 400
- 401
- 403
- 404
- 405
- 406
- 409
- 410
- 413
- 422
- 428
- 500
- 503
- OAuthTokenRequest
- AccessToken
- OAuthRevokeRequest
- UserJourney
- Term
- PaginationMeta
- PaginationLinks
- TermListResponse
- UserFlow
- TradingAssetGroup
- TradingAssetAction
- TermV2Link
- TermV2Text
- TermsV2Response
- AmlAnswerNested
- AmlQuestionNested
- AmlAnswer
- AmlQuestion
- AmlquestionListResponse
- QuestionnaireAnswer
- QuestionnaireQuestion
- QuestionnaireQuestionListResponse
- QuestionnaireQuestionUKListResponse
- ComplexProductsAnswer
- ComplexProductsQuestion
- ComplexProductsQuestionListResponse
- ClientCategorizationNestedQuestion
- ClientCategorizationNestedAnswer
- ClientCategorizationAnswer
- ClientCategorizationQuestion
- ClientcategorizationquestionListResponse
- Dac8Answer
- Dac8Question
- Dac8questionListResponse
- FatcaAnswer
- FatcaQuestion
- FatcaquestionListResponse
- AccountLevel
- AccountLevelListResponse
- UpgradeThreshold
- AccountLevelV2
- AccountLevelListResponseV2
- UKRiskDisclosureContentLink
- UKRiskDisclosureContent
- UKRiskDisclosureActions
- UKRiskDisclosure
- UkRiskDisclosureGetResponse
- GetUserList
- SimpleCursorPaginationMeta
- GetUserListResponse
- AmlQuestionAnswerRequest
- AppropriatenessQuestionAnswerRequest
- ClientCategorizationQuestionAnswerRequest
- FatcaQuestionAnswerRequest
- Dac8QuestionAnswerRequest
- UserVerificationV2Request
- UserTax
- UserMultipleTax
- UserExtCompliance
- CreateUserV2RequestBody
- CreateUserV2Response
- UserSearch
- UsersearchListResponse
- GetUserV2
- Getuserv2Response
- UpdateUserV2RequestBody
- UpdateUserV2Response
- GetUser
- GetUserResponse
- UserOffBoardingRequestBody
- OffBoardingResponse
- InactivateUserResponse
- UserAcceptedTerm
- UseracceptedtermListResponse
- UserAcceptedTermV2Link
- UserAcceptedTermV2Text
- UserAcceptedTermsV2Response
- UserVerificationFilesV2RequestBody
- ComplianceDetails
- Appropriateness
- AppropriatenessComplexProducts
- UserComplianceV2
- UserComplianceV2Response
- LegalDocument
- LegalDocumentListResponse
- TaxRules
- Asset
- AssetListResponse
- AssetResponse
- AssetHistory
- AssethistoryListResponse
- AssetInfo
- AssetinfoListResponse
- CryptoIndexAllocation
- CryptoindexallocationListResponse
- CoinDetails
- CoindetailsResponse
- MetalDetails
- MetaldetailsResponse
- CryptoIndexDetails
- CryptoindexdetailsResponse
- YearlyNetIncome
- StockDetails
- StockdetailsResponse
- EquityStockDetails
- EquitystockdetailsResponse
- ETFDetails
- EtfdetailsResponse
- EquityETFDetails
- EquityetfdetailsResponse
- ETCDetails
- EtcdetailsResponse
- EquityETCDetails
- EquityetcdetailsResponse
- TokenDetails
- TokendetailsResponse
- ESGData
- EsgdataResponse
- ExchangeRate
- SwapExchangeRate
- AssetV2
- AssetV2ListResponse
- AssetV2Response
- GetAssetsUnderManagement
- GetAssetsUnderManagementResponse
- GetAssetsUnderManagementTypeGroup
- GetAssetsUnderManagementTypeGroupResponse
- FiatV2
- Fiatv2ListResponse
- TagGroup
- TagsMapping
- TagsmappingListResponse
- Trade
- TradeListResponse
- TradeV2
- Tradev2ListResponse
- TransactionTimelineItem
- TransactiontimelineitemListResponse
- TradeSearchV2
- Tradesearchv2ListResponse
- TradesSearchLightweight
- NextPrevCursorPagination
- TradesSearchLightweightListResponse
- TradeDetails
- TradedetailsResponse
- CorporateActions
- CorporateactionsListResponse
- CorporateActionDetailsAsset
- CorporateActionDetailsFiat
- CorporateActionDetails
- NonUserInitiatedTransactionsDetailsAsset
- NonUserInitiatedTransactionDetailsFiat
- NonUserInitiatedTransactionsDetails
- CryptoActionDetailsAsset
- CryptoActionDetailsFiat
- CryptoActionDetails
- CryptoActionDetailsAssetV2
- CryptoActionTransaction
- CryptoActionDetailsV2
- CreateOfferRequest
- Warnings
- Offer
- OfferResponse
- CreateOfferUUIDRequest
- OfferUUID
- OfferuuidResponse
- OfferAccept
- AcceptOfferResponse
- AcceptOfferIdempotentResponse
- OfferAcceptUuid
- AcceptOfferUuidResponse
- OfferV2StatusResponse
- Overview
- OverviewListResponse
- GroupOverview
- GroupoverviewListResponse
- Performance
- PerformanceResponse
- AssetDetailsEnhancedWithStaking
- OverviewV2
- Overviewv2ListResponse
- AssetDetailsEnhancedWithStakingV2
- Fiat
- FiatListResponse
- CreateDomainDepositRequestBody
- CreateDepositResponse
- UpdateFiatStockRequestBody
- UpdateFiatStockResponse
- TransactionSearch
- TransactionsearchListResponse
- UserReportTypesResponse
- UserGeneratedReportsResponse
- CreateAccountStatement
- AccountStatementReportResponse
- CreateReportResponse
- ReportDetails
- ExAnteReport
- UploadFileRequestBody
- FileInformation
- FileinformationListResponse
- OverviewResponse
- BondedOverviewResponse
- StakeRequest
- StakeResponse
- StakeSuccessResponse
- PendingStakeActionResponse
- PendingStakeActionSuccessResponse
- UnstakeRequest
- UnstakeResponse
- UnstakeSuccessResponse
- SearchResponse
- SearchSuccessResponse
- SearchV2Response
- PaginationMetaV2
- SearchV2SuccessResponse
- StakeV2Request
- StakeV2Response
- StakeV2SuccessResponse
- UnstakeV2Request
- UnstakeV2Response
- UnstakeV2SuccessResponse
- GetStatusResponse
- GetstatusSuccessResponse
- EventV2
- Eventv2ListResponse
- NonUserInitiatedTransactions
- NonuserinitiatedtransactionsListResponse
- NonUserInitiatedTransactionsV2
- Nonuserinitiatedtransactionsv2ListResponse
- GetPricesResponse
- GetPricesSuccessResponse
- GetPricesResponseV2
- GetPricesV2SuccessResponse
- OrderPriceEstimationResponse
- GetTaxStatusResponse
- GetTaxStatusSuccessResponse
- UpdateTaxStatusRequest
- UpdateTaxStatusResponse
- UpdateTaxStatusSuccessResponse
- GetTaxDetailsResponse
- GetTaxDetailsSuccessResponse
- AddressV2Response
- AddressV2ListSuccessResponse
- CreateAddressRequest
- DepositAddressResponse
- DepositAddressSuccessResponse
- AddressResponse
- AddressSuccessResponse
- UpdateExternalAddressRequest
- AddressV2SuccessResponse
- CreateWithdrawalAddressRequest
- CreateWithdrawalAddressRequestV2
- VaspResponse
- ValidateCryptoAddressRequest
- ValidateCryptoAddressResponse
- ValidateCryptoAddressSuccessResponse
- TransactionResponse
- TransactionListSuccessResponse
- TransactionSuccessResponse
- TaxDeclarationUpdateRequest
- WithdrawalOfferRequest
- WithdrawalOfferResponse
- WithdrawalOfferSuccessResponse
- WithdrawalResponse
- WithdrawalSuccessResponse
- SearchSavingsPlanResponse
- SearchSavingsPlanSuccessResponse
- CreateSavingsPlanRequest
- CreateSavingsPlanResponse
- CreateSavingsPlanSuccessResponse
- ModifySavingsPlanRequest
- ModifySavingsPlanResponse
- ModifySavingsPlanSuccessResponse
- CancelSavingsPlanV2Response
- CancelSavingsPlanV2SuccessResponse
- ConfirmSavingsPlanTransactionResponse
- ConfirmSavingsPlanTransactionSuccessResponse
- ConfirmSavingsPlanTransactionV2Response
- ConfirmSavingsPlanTransactionV2SuccessResponse
- SearchSavingsPlanV2Response
- SearchSavingsPlanV2SuccessResponse
- CreateSavingsPlanV2Request
- CreateSavingsPlanV2Response
- CreateSavingsPlanV2SuccessResponse
- GetSavingsPlanNextRecurrenceResponse
- GetSavingsPlanNextRecurrenceSuccessResponse
- CreateSwapOfferRequest
- CreateSwapOfferResponse
- CreateSwapOfferSuccessResponse
- SwapTradesSearch
- SwaptradessearchListResponse
- GetSwap
- GetswapResponse
- CreateSwapOfferRequestV2
- CreateSwapOfferResponseV2
- Createswapofferresponsev2Response
- SwapTradesSearchV2
- Swaptradessearchv2ListResponse
- GetSwapV2
- Getswapv2Response
- AcceptSwapOfferResponse
- AcceptSwapOfferSuccessResponse
- AcceptSwapOfferResponseV2
- Acceptswapofferresponsev2Response
- ListOrderResponse
- ResponseMeta
- ListOrdersSuccessResponse
- CreateOrderRequest
- CreateOrderResponse
- CreateOrderSuccessResponse
- GetOrderResponse
- GetOrderSuccessResponse
- RiskAnswer
- RiskQuestion
- RiskquestionListResponse
- GeneralAddress
- EntityTaxClassification
- Business
- BusinessListResponse
- RiskQuestionAnswerRequest
- CreateBusinessRequestBody
- CreateBusinessResponse
- BusinessDetails
- BusinessDetailsResponse
- UpdateBusinessRequestBody
- UpdateBusinessResponse
- AuthorizedIndividual
- AuthorizedIndividualListResponse
- CreateAuthorizedIndividualRequestBody
- CreateAuthorizedIndividualResponse
- AuthorizedIndividualResponse
- UpdateAuthorizedIndividualRequestBody
- UpdateAuthorizedIndividualResponse
- Shareholder
- ShareholderListResponse
- CreateShareholderRequestBody
- CreateShareholderResponse
- ShareholderResponse
- UpdateShareholderRequestBody
- UpdateShareholderResponse
- BeneficialOwnerType
- BeneficialOwnerControllingPersonType
- BeneficialOwner
- BeneficialOwnerListResponse
- CreateBeneficialOwnerRequestBody
- CreateBeneficialOwnerResponse
- BeneficialOwnerResponse
- UpdateBeneficialOwnerRequestBody
- UpdateBeneficialOwnerResponse
- ManagingDirector
- ManagingDirectorListResponse
- CreateManagingDirectorRequestBody
- CreateManagingDirectorResponse
- ManagingDirectorResponse
- UpdateManagingDirectorRequestBody
- UpdateManagingDirectorResponse
- Individual
- IndividualListResponse
- CreateIndividualRequestBody
- CreateIndividualResponse
- IndividualResponse
- UpdateIndividualRequestBody
- UpdateIndividualResponse
- CorporateActionsNotificationRequest
- CorporateActionsNotificationV2Request
- UserUpdateRequest
- CryptoTransferNotificationRequest
- TopUpRequest
- TopUpV2Request
- TopUpSuccessRequest
- TopUpSuccessV2Request
- SendMoneyRequest
- SendMoneyV2Request
- SendMoneySuccessRequest
- SendMoneySuccessV2Request
- NonUserInitiatedTransactionsRequest
- NonUserInitiatedTransactionsV2Request
- NonUserInitiatedTransactionsV3Request
- SavingsPlanNoticeRequest
- SavingsPlanNoticeV2Request
- SavingsPlanTradeSuccessNoticeRequest
- SavingsPlanTradeErrorNoticeRequest
- CryptoActionsNotificationRequest
- AutomatedOrdersNotificationRequest
- ReportsNotificationRequest
- SavingsPlanAutoCancelNotificationRequest

UserUpdateRequest

{
    "params": {
        "action": "verification",
        "success": true,
        "user_pid": "abcd1234-12ab-ab12-abcdef123456",
        "timestamp": 1646154525
    }
}