Reports

Create a user report

Changed on

Creates a report from data the client submits, for either an end user or a business.

This is how clients supply the planned fee structure and order details that Upvest needs to produce a compliant MiFID II ex-ante cost report before an order is placed.

See the ex-ante cost report data submission guide (TOL / BYOL) for the required fee and order data.

post/reports

Request

  • Base URL: https://sandbox.upvest.co
  • URL: https://sandbox.upvest.co/reports
  • Auth: OAuth 2 (client credentials, token URL https://sandbox.upvest.co/auth/token, scopes: reports:admin)

Request body

OR

Response

Report

OR

Changes

  • 82e9e90b107aRevision changes
    • info

      added the optional property //// to the response with the status

    • info

      added the optional property //// to the response with the status

    • info

      added the optional property //// to the response with the status

    • info

      added the optional property //// to the response with the status

    • info

      added the optional property //// to the response with the status

    • info

      added the optional property //// to the response with the status

  • f6ee5fcc0337Revision changes
    • breaking

      the /// response's property type changed from object to no type for status

    • breaking

      the /// response's property type changed from object to no type for status

    • warning

      removed the optional property //// from the response with the status

    • warning

      removed the optional property //// from the response with the status

    • warning

      removed the optional property //// from the response with the status

    • warning

      removed the optional property //// from the response with the status

    • warning

      removed the optional property //// from the response with the status

    • warning

      removed the optional property //// from the response with the status

    • info

      added subschema #1: Cost subschema #2 to the /// response property allOf list for the response status

    • info

      added subschema #1: Cost subschema #2 to the /// response property allOf list for the response status