Our documentation is organised into sections according to the operating model you use to engage with Upvest.
If you are unclear which model you are using, please read Operating Models before proceeding.
Choose your operating model
Take Our License
Learn how to setup and integrate the Upvest Investment API in the "Take Our License" operating model.
Bring Your Own License (Single Accounts)
Learn how to setup and integrate the Upvest Investment API in the "Bring Your Own License (Single Accounts)" operating model.
Bring Your Own License (Omnibus)
Learn how to setup and integrate the Upvest Investment API in the "Bring Your Own License (Omnibus)" operating model.
