You can create investments for any of your customers after creating an investment account for them. This is done to indicate a customer’s intent to have a product as part of their portfolio and to personalize their portfolio allocation.
To create an investment for a user, you need to specify an investment
asset code as well as the account you want to create the investment for.
There is an
auto_reinvest parameter on the investment creation endpoint which allows the reinvestment of dividends when there is a payout. The dividends will be reinvested based on the current unit price of the fund and fees will not be charged for the reinvestment.
Creating an investment for a user is as easy as issuing a
POST request to the
When an investment creation request is successful, you should have a newly created investment object. Below is a sample investment object showing all required data.