capabilities.work

What you can do with Uphold

Every task in plain language. Pick one, and we can help you get access.

92 things you can do

Uphold

Uphold is a multi-asset digital money platform and regulated crypto exchange that lets consumers and businesses hold, trade, send and spend more than 300 cryptocurrencies, national currencies and precious metals from a single account. Its Enterprise API Suite ("Move on chain") is a modular set of OpenAPI 3.1 REST APIs — Core, Widgets, Topper, Market Pulse and KYC Connector — that partners embed to

Works with AI assistants

Banking Customer Management

Create a new userDelete the current userGet the current user's profile

Consent & Preferences

Accept terms of serviceList applicable terms of serviceGet one terms of service document

KYC & Customer Due Diligence Management

Import KYC data from Veriff sessionsConfigure Veriff for the organizationStart a KYC sharing sessionSubmit a user's KYC profile detailsSubmit a user's residential address for KYCSubmit a user's email for KYCSubmit a user's phone number for KYCUpdate the identity verification stepUpdate the proof-of-address stepSubmit customer due diligence answersSubmit enhanced due diligence answersSubmit a crypto risk assessmentSubmit an investor self-categorization statementSubmit a user's tax detailsStart a KYC widget sessionImport KYC data from SumsubList Veriff KYC importsCheck a Veriff KYC importGet the organization's Veriff configurationIdentify a user for KYC sharingGet a user's KYC status overviewList Sumsub KYC importsCheck a Sumsub KYC import

Payment Initiation Management

Get a quote for a transfer or tradeExecute a transaction from a quoteAnswer a request for informationList transactions on one accountList all of a user's transactionsGet one transactionList compliance questions on a transactionGet one request for information

Webhook & Event Subscription Management

Get a link to manage webhooks

Other things you can do

Create a file for uploadCreate or replace metadata on a recordDelete metadata from a recordPartially update metadata on a recordGet an OAuth2 access tokenStart a Travel Rule widget sessionSkip asset cooldowns in testingLink an external accountRemove a linked external accountRename a linked external accountStart a Payment Widget sessionOpen a new account in an assetArchive an accountRename an accountSet up a deposit method for an accountSimulate an incoming bank depositSimulate an incoming crypto depositGet a portfolio statement for a periodGet a transactions statement for a periodGet an uploaded fileList file upload settingsGet the latest general market newsGet custom metadata on a recordList supported assetsLook up several assets by code at onceGet details of one assetGet current exchange rates for an assetGet historical price history for an assetList supported networksGet details of one networkCheck if an address is valid on a networkList supported payment railsGet the latest news for an assetGet live market statistics for an assetGet a description of an assetList linked external accountsGet one external accountList what a user is allowed to doCheck one user capabilityGet the total portfolio value and holdingsGet overall portfolio performanceGet portfolio balance historyGet performance of one asset I holdCompare performance of several assets I holdGet balance history for one asset I holdGet performance of one accountCompare performance of several accountsGet balance history of one accountList supported countriesGet details for one countryList a user's accountsList the default account per assetLook up one account by idGet deposit details for funding an account