--- title: "Get orders for an account by ID" method: GET path: "/accounts/{account_id}/orders" tags: ["Orders"] --- # Get orders for an account by ID `GET /accounts/{account_id}/orders` ## Request - Base URL: `https://sandbox.upvest.co` - URL: `https://sandbox.upvest.co/accounts/{account_id}/orders` - Auth: OAuth 2 (client credentials, token URL `https://sandbox.upvest.co/auth/token`, scopes: `orders:read`, `orders:admin`) Returns a paginated list of orders for the account specified by its ID, including their statuses, executions, and fee configurations. See the Orders guide ([TOL](https://docs.upvest.co/products/tol/guides/orders) / [BYOL](https://docs.upvest.co/products/byol/guides/orders) / [Omnibus](https://docs.upvest.co/products/omnibus/guides/orders)) for order lifecycle details. ## Query parameters - `order` 'ASC' | 'DESC' - `account_group_id` string, uuid: Universally Unique Identifier (UUID) of the account group. - `user_id` string, uuid: Unique identifier of the user, as a UUID. - `status` 'NEW' | 'PROCESSING' | 'FILLED' | 'CANCELLED' - `date_created_from` string, date-time - `date_created_to` string, date-time - `offset` integer - `limit` integer ## Response `200` OK - object: Paginated list of orders for the specified account, including cursor-based pagination metadata. - `meta` object, required: Offset/limit pagination metadata for a list response. Contains the `offset` and `limit` applied to the request, the `count` of resources returned in this page, and the `total_count` of matching resources. - `offset` integer, required: Amount of resource to offset in the response. - `limit` integer, required: Total limit of the response. - `count` integer, required: Count of the resources returned in the response. - `total_count` integer, required: Total count of all the resources. - `sort` string: The field that the list is sorted by. - `order` 'ASC' | 'DESC': The ordering applied to the list. * ASC — Ascending order. * DESC — Descending order. - `data` object[], required - `id` string, uuid, required: Unique identifier for an order. Universally Unique Identifier (UUID). - `created_at` string, date-time, required: Date and time when the resource was created. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html) - `updated_at` string, date-time, required: Date and time when the resource was last updated. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html) - `user_id` string, uuid: The ID of the user. Either user ID or business ID must be specified. - `business_id` string, uuid: The ID of the business. Either user ID or business ID must be specified. - `account_id` string, uuid, required: The ID of the account that owns the order - `cash_amount` string, required: Cash amount for a nominal order, not required if a share quantity is specified. - `currency` 'EUR' | 'GBP' | 'USD', required: The currency for the order. - `side` 'BUY' | 'SELL', required: Side of the order. * BUY — purchases the specified instrument. * SELL — disposes of the specified instrument. - `instrument_id` string, required: International securities identification number defined by [ISO 6166](https://en.wikipedia.org/wiki/International_Securities_Identification_Number). - `instrument_id_type` 'ISIN', required: The type of the ID used in the request. * ISIN - - `order_type` 'MARKET' | 'LIMIT' | 'STOP', required: Type of the order. * MARKET — executes immediately at the best available market price. * LIMIT — executes only at or better than the specified `limit_price`. * STOP — triggers when the market price reaches `stop_price`, then executes at the prevailing market price. - `quantity` string, required: Quantity of securities for the order. Only required if the cash amount is not specified. - `user_instrument_fit_acknowledgement` boolean: Only applicable if the user has failed the instrument fit check for the instrument type being ordered. True if the user has acknowledged their willingness to trade. - `limit_price` string: The limit price for orders of the type 'limit'. - `stop_price` string: The stop price for orders of the type 'stop'. - `expiry_date` string: The order expiration date (last day the order can trade) in the YYYY-MM-DD format. The expiry date can only be set for LIMIT and STOP orders. [RFC 3339, section 5.6](https://json-schema.org/draft/2020-12/json-schema-validation.html#RFC3339) RFC 3339. The default value is order creation date + 359 days - `status` 'NEW' | 'PROCESSING' | 'FILLED' | 'CANCELLED', required: The execution status of the order. * NEW — the order has been received and validated, awaiting routing. * PROCESSING — the order is being routed for execution. * FILLED — the order has been fully executed. * CANCELLED — the order was cancelled before being fully executed. - `fee` string, required: A positive decimal amount, as a string. - `cancellation_reason` 'CANCELLED_BY_CLIENT' | 'CANCELLED_BY_UPVEST_OPERATIONS' | 'CANCELLED_BY_TRADING_PARTNER' | 'CANCELLED_BY_UPVEST_PLATFORM': Reason for order cancellation. Present only when `status` is `CANCELLED`. * CANCELLED_BY_CLIENT — cancelled at the end user's or client's request via the API. * CANCELLED_BY_UPVEST_OPERATIONS — cancelled by Upvest operations. * CANCELLED_BY_TRADING_PARTNER — cancelled by the executing partner. * CANCELLED_BY_UPVEST_PLATFORM — cancelled automatically by the Upvest platform. - `initiation_flow` 'API' | 'PORTFOLIO' | 'CASH_DIVIDEND_REINVESTMENT' | 'PORTFOLIO_REBALANCING' | 'SELL_TO_COVER_FEES' | 'SELL_TO_COVER_TAXES' | 'ACCOUNT_LIQUIDATION' | 'UPVEST_OPERATIONS' | 'SAVINGS_PLAN' | 'CLIENT_OPERATIONS', required: Identifies what triggered the order. * API — initiated directly via the client API. * PORTFOLIO — initiated by a portfolio order. * CASH_DIVIDEND_REINVESTMENT — initiated as part of dividend reinvestment. * PORTFOLIO_REBALANCING — initiated by an automated rebalancing. * SELL_TO_COVER_FEES — initiated automatically to cover outstanding fees. * SELL_TO_COVER_TAXES — initiated automatically to cover tax obligations. * ACCOUNT_LIQUIDATION — initiated as part of an account liquidation. * UPVEST_OPERATIONS — initiated by Upvest operations. * SAVINGS_PLAN — initiated by a savings plan execution. * CLIENT_OPERATIONS — initiated by client operations. - `execution_flow` 'STRAIGHT_THROUGH' | 'BLOCK': Execution flow for order processing. Defaults to `STRAIGHT_THROUGH` if not specified. * STRAIGHT_THROUGH — the order is routed and executed directly without manual intervention. * BLOCK — the order is bundled with other orders for block execution. - `executions` object[], required: Order executions associated with this order - `id` string, uuid, required - `cash_amount` string, required: A positive cash amount, as a decimal string with up to two decimal places. - `share_quantity` string, required: A positive decimal amount, as a string. - `price` string, required: Price of an instrument for a trade execution provided as a decimal string. - `transaction_time` string, date-time, required: Timestamp of when the trade was executed at the market. [RFC 3339](https://datatracker.ietf.org/doc/html/rfc3339) date-time format. - `taxes` object[], required: Taxes deducted as part of this execution. - `type` 'TOTAL', required: Tax type * TOTAL - - `amount` string, required: A positive decimal amount, as a string. - `order_id` string, uuid, required: Unique identifier for an order. Universally Unique Identifier (UUID). - `status` 'FILLED' | 'SETTLED' | 'CANCELLED', required: Status of the execution. * FILLED — the execution has been filled. * SETTLED — the execution has settled and securities and cash have been exchanged. * CANCELLED — the execution was cancelled before settlement. - `side` 'BUY' | 'SELL', required: Side of the execution. * BUY — a buy execution. * SELL — a sell execution. - `currency` 'EUR' | 'GBP' | 'USD', required: Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code. * EUR - Euro * GBP - British Pound * USD - US Dollar - `settlement_date` string: Order execution settlement date in the YYYY-MM-DD format. [RFC 3339, section 5.6](https://json-schema.org/draft/2020-12/json-schema-validation.html#RFC3339) RFC 3339 - `venue_id` string, uuid, required: The ID of the venue - `client_reference` string: Immutable reference to the API flow that initiated the order. For client initiated API flows, this is a client provided ID. For internal initiations, it is set to the ID of the related object. - `fee_configuration` union[]: Fee configuration applied to this order. Determines how the order fee is calculated. - union: A fee applied to an order. Either a fixed absolute cash fee (`absolute_fee_configuration_item`) or a reference to a predefined transaction fee model. - object: A fixed cash fee applied to an order, specified as an absolute amount in a given currency. - `type` 'TRANSACTION_FEE_BUY' | 'TRANSACTION_FEE_SELL', required: Fee type * TRANSACTION_FEE_BUY - * TRANSACTION_FEE_SELL - - `value_type` string, required: The value type must be “ABSOLUTE”. - `charge_method` 'CHARGED_BY_CLIENT' | 'COLLECTED_BY_UPVEST', required: Indicates whether the fee will be charged by client or by other methods. * CHARGED_BY_CLIENT - * COLLECTED_BY_UPVEST - - `cash_amount` string, required: A positive cash amount, as a decimal string with up to two decimal places. - `currency` 'EUR' | 'GBP' | 'USD', required: Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code. * EUR - Euro * GBP - British Pound * USD - US Dollar - object: A fee configuration that references a predefined transaction fee model by its ID, rather than specifying a fee amount directly. - `type` 'TRANSACTION_FEE_BUY' | 'TRANSACTION_FEE_SELL', required: Fee type * TRANSACTION_FEE_BUY - * TRANSACTION_FEE_SELL - - `transaction_fee_model_id` string, uuid, required: The ID of the transaction fee model. - `decision_maker_id` string: ID of the user behind the decision to place an order. Required only if different from the user_id. (e.g. child account order placed by a guardian) ## Other responses - `400`: Bad Request. The incoming request had a malformed parameter/object. - `401`: Unauthorized. The caller has not been authenticated. - `403`: Forbidden. The caller has been authenticated but is not allowed to take the requested action. - `404`: Not Found. The requested resource could not be found. - `406`: Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value. - `429`: Too Many Requests. The caller has exceeded their quota for the time period and has been throttled. - `500`: Internal Server Error. The service encountered an unexpected error. - `503`: Service Unavailable. The service handling for this request cannot be reached at this time. - `504`: Gateway Timeout. The service gateway has reached its internal timeout. --- [API](https://skmtc.dev/upvest/apis/upvest-investment-api.md) · [All operations](https://skmtc.dev/upvest/apis/upvest-investment-api/llms.txt) · [OpenAPI document](https://skmtc.dev/upvest/apis/upvest-investment-api/revisions/ca69534b631d?raw)