Expand your end user base with account types
Upvest supports individual, child, business, and joint account types. They are each fully managed via a single Investment API, designed to handle the regulatory, tax, and reporting complexity in the background.
About this guide
Serve any investor in any life situation
Account types define the legal and operational structure of an investment account. The right account type determines who can open it, who controls it, how it is taxed, and how orders are attributed.
Reach new audience segments
Offering more account types directly expands your addressable market. For example, child accounts open the door to family investing and long-term customer relationships starting at early age.
Increase customer retention
Investors prefer to consolidate their wealth with single providers. Joint and child accounts in particular drive higher household assets under custody and long-term retention.
Stay ahead of competition
Leading investment platforms offer the full suite. Individual investment accounts alone are table stakes, while joint, business, and child accounts are where real differentiation happens.
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