Docs/Onboarding

v2.10.0 ⌘K tradevest.ai

Tradevest API Documentation

Documentation

API Overview Partner API Authentication

User Management

User Onboarding

Entity and Role Management

Beneficial Owner Create Process Beneficial Owner Update Process Legal Entity Create Process Legal Entity Management Legal Entity Update Process Legal Representative Create Process Natural Person Create Process Natural Person Update Process Proxy Create Process Proxy Update Process Proxy Onboarding Process Natural Person Management Role Management Document Management Onboarding Offboarding

Traditional Trading Orders

Test Environment Order Execution Scenarios

Pre-Trade Authorization Partner Webhooks Products Status Codes for Financial Operations Prices

API Guidelines

Customer Onboarding Scenarios Natural Person - Tradevest Ident Services Legal Entity - Partner Ident Service

Release Notes

All Release Notes 2.10.0 Test Environment 2.9.0 Live

TVDA API

POSTCreate User GETGet Users GETGet User PATCHUpdate User GETReset user password POSTReset user password POSTStart User Onboarding GETGet User Onboardings GETGet User Onboarding

GETGet Partner details GETGet Entities POSTCreate Identification Verification GETGet Identification Verifications GETGet Identification Verification POSTCreate Natural Person GETGet Natural Persons GETGet Natural Person PATCHUpdate Natural Person POSTCreate Natural Person Identification GETGet Appropriateness Test POSTSubmit Appropriateness Test Responses GETGet Appropriateness Test Responses GETGet Appropriateness Test Response POSTCreate Asset Type Trading Profile PATCHUpdate Asset Type Trading Profile POSTAcknowledge Asset Type Trading Profile POSTCreate Investment Objectives PATCHUpdate Investment Objectives GETSearch Nace Sectors for Natural Person POSTCreate Legal Entity GETGet Legal Entities GETGet Legal Entity PATCHUpdate Legal Entity GETSearch Nace Sectors for Legal Entity POSTCreate Beneficial Owner GETGet Beneficial Owners GETGet Beneficial Owner PATCHUpdate Beneficial Owner POSTCreate Legal Representative GETGet Legal Representatives GETGet Legal Representative PATCHUpdate Legal Representative DELETEDelete Legal Representative GETSearch Legal Entities POSTPrepare Legal Entity GETGet Legal Entity Search Result POSTStart Onboarding GETGet Onboardings GETGet Onboarding POSTStart Offboarding GETGet Offboardings GETGet Offboarding DELETECancel Offboarding

GETGet Customer Products POSTCreate Customer Product GETGet Product Definitions GETGet Customer Product PATCHUpdate customer product POSTCreate Securities Account Statement GETRetrieve Security Account Statement POSTCreate Cash Account Statement GETRetrieve Cash Account Statement POSTCreate Wallet Account Statement GETRetrieve Wallet Account Statement GETGet Fee Instances

Traditional Assets

GETGet Order DELETECancel order GETGet trade invoice GETGet savings plan trade invoice POSTCreate Market Order POSTSell Entire Position POSTSell Fractional Remainder POSTCreate Limit Order POSTCreate Stop Order GETGet Orders GETGet Order V2 GETGet Orders V2 GETGet exchanges GETGet assets GETGet Assets Document GETGet Ex-ante Receipt POSTEx-ante cost information POSTEx-ante cost information for savings plans

GETGet Orders GETGet Order GETGet Order Receipt POSTCreate Market Order GETGet Assets

GETValidate IBAN POSTCreate Transfer GETGet Transfers GETGet Transfer POSTCreate Test Incoming Transfer

Transaction History

GETGet Transaction GETGet Transactions

GETGet Documents POSTUpload Document GETGet Document GETGet Document File POSTRequest Document Upload POSTSign Document

Partner Documents

GETGet Partner Documents GETGet Partner Document GETDownload document file

POSTCreate Customer GETGet Customers GETGet Customer PATCHUpdate Customer GETGet Customers Status Counts GETGet List of Customer Labels with assigned customers count PATCHUpdate Customer Label DELETERemove Label And Its Assignment From All Customers PATCHAdd Label To All Provided Customers POSTRemove Label From All Provided Customers POSTCreate Proxy GETGet Proxies GETGet Proxy PATCHUpdate Proxy POSTStart Onboarding GETGet Onboardings GETGet Onboarding POSTStart Offboarding GETGet Offboardings GETGet Offboarding DELETECancel Offboarding

Corporate Actions

GETGet Corporate Actions GETGet Corporate Actions by Customer POSTPublish a mock MT535 message POSTPublish a mock MT564 message POSTPublish a mock MT566 message POSTSubmit customer option for corporate action

GETGet Tax Information GETGet Tax Exemption Orders POSTCreate Tax Exemption Order GETGet Tax Exemption Order PATCHUpdate Tax Exemption Order

POSTCreate Savings Plan GETGet Savings Plan PATCHUpdate Savings Plan DELETEDelete Savings Plan POSTRun Savings Plans Now (test only)GETGet Savings Plan Executions GETGet Savings Plan Execution GETGet Customer Savings Plans

GETGet Entities Changelog GETGet Roles Changelog GETGet Digital Assets Changelog GETGet Products Changelog GETGet Documents Changelog GETGet Traditional Assets Changelog GETGet Taxes Changelog

POSTCreate Issue

GETGet All Webhooks POSTCreate or Update Webhook DELETEDelete Webhook GETGet Webhook GETGet All Missing Webhooks GETGet Undelivered Webhooks POSTMark Delivered Webhooks

Partner Webhooks API

POSTCustomer Notification POSTNatural Person Notification POSTJoint Person Notification POSTLegal Entity Notification POSTLegal Representative Notification POSTIdentification Verification Notification POSTLabels Update Notification POSTOnboarding Notification POSTProxy Notification POSTBeneficial Owner Notification POSTPartner Document Notification POSTDocument Notification POSTCustomer Product Notification POSTLegal Entity Search Notification POSTStrategy Notification POSTTransfer Notification POSTDigital Asset Order Notification POSTTraditional Asset Order Notification POSTTraditional Asset Order Notification V2 POSTTokenized Asset Order Notification POSTWawex Ex-Ante Document Ready Notification POSTUser Notification POSTReal estate token prices Notification POSTOffboarding Notification POSTTax Exemption Order Notification POSTSavings Plans Notification POSTSavings Plans Order Notification POSTCorporate Action Notification POSTTokenized Corporate Action Notification

WebSocket Prices API

Raw Specs

Download Raw Specs

Onboarding

This section contains various onboarding guidelines. The following ones are available:

Natural Person Tradevest Ident Services

Legal Entity Partner Ident Service

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API Overview Release Notes Raw Specs

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