Learn how to set up a user on our Investment API, including user creation and all regulatory checks.
Understand the steps needed to declare tax residencies and other identifiers when onboarding a user.
Be guided through the process of creating accounts and account groups, using our Investment API.
Place your first order
Learn how to use our Investment API to place an account’s first investment order.
Get order states
Understand the order lifecycle, and how to get updates on order states programmatically via asynchronous messages.
Submit your first payment request
Be guided through the process of submitting a user’s first payment request.
Creating a portfolio strategy
Learn how you can use our Investment API to apply a bespoke investment strategy to an account.
Trigger a rebalance
Understand how our Investment API can optimise an account’s portfolio against a predefined strategy on a recurring basis.
Enabling portfolio investing
Be guided through the process of enabling an account to use the portfolio-investing functions.
Create a direct debit mandate
Learn how you can use our Investment API to set up a direct debit mandate for a savings plan.
Setting up a portfolio savings plan
Understand how you can use our Investment API to define a recurring savings amount, set a flexible savings plan interval, and define a configured end date.
Changing a portfolio savings plan
Be guided through the process of changing the order amount or frequency of a savings plan investment.
How to retrieve a generated report
Learn how our Investment API can leverage asynchronous webhooks to retrieve a user-facing report, currently stored securely.
Displaying available reports
Understand how the report data model can be leveraged in front-end applications to display different report types, apply filters or sort reports in a logical fashion.
Downloading a report
Be guided through the process of enabling the end-user to access and export either pre-generated or requested ad-hoc reports, while maintaining data-privacy standards.