---
title: "How do I create an investment account?"
slug: "how-do-i-create-an-investment-account"
updated: 2025-10-09T08:34:07Z
published: 2025-10-09T08:34:07Z
canonical: "support.lusid.com/how-do-i-create-an-investment-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create an investment account?

You can create an *investment account* entity to link an [investor record](/v1/docs/how-do-i-create-an-investor-record) to one or more [portfolios](/v1/docs/how-do-i-create-a-transaction-portfolio) storing investments.

## Methods

LUSID APILuminesceLUSID web app

Call the [UpsertInvestmentAccounts](https://www.lusid.com/docs/api/lusid/endpoints/investment-accounts/UpsertInvestmentAccounts/) API, for example:

```json
curl -X POST 'https://<your-domain>.lusid.com/api/api/investmentaccounts/$batchUpsert'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "upsert-request-1": {
    "scope": "my-investment-account-scope",
    "displayName": "John Doe",
    "description": "Investment account for John Doe",
    "accountType": "Individual",
    "identifiers": {
      "InvestmentAccount/Identifiers/External": {
        "key": "InvestmentAccount/Identifiers/External",
        "value": {
          "labelValue": "93218920"
        }
      },
      "InvestmentAccount/Identifiers/Internal": {
        "key": "InvestmentAccount/Identifiers/Internal",
        "value": {
          "labelValue": "Internal_LKUH897YY"
        }
      }
    },
    "properties": {
      "InvestmentAccount/Details/Manager": {
        "key": "InvestmentAccount/Details/Manager",
        "value": {
          "labelValue": "Fred Bloggs"
        }
      }
    },
    "accountHolders": [
      {
        "key": "JohnDoe",
        "scope": "my-investor-record-scope",
        "identifiers": {
          "InvestorRecord/Identifiers/External": "IR_12345678"
        }
      }
    ],
    "investmentPortfolios": [
      {
        "key": "cash",
        "scope": "my-portfolio-scope",
        "identifiers": {
          "Portfolio/default/Code": "my-cash-portfolio-code"
        }
      },
      {
        "key": "dividends",
        "scope": "my-portfolio-scope",
        "identifiers": {
          "Portfolio/default/Code": "my-dividend-portfolio-code"
        }
      }
    ]
  }
}'
```

[See this article](/v1/docs/managing-investors-in-the-lusid-web-app).

***Coming soon***

## Data fields and properties

This section supplements the [API documentation](https://www.lusid.com/docs/api/lusid/endpoints/investment-accounts/UpsertInvestmentAccounts/) and on-screen help text in the LUSID web app.

### Fields

An investment account has a `scope`. It must also have at least one [user-defined property identifier](/v1/docs/what-is-an-identifier) in the `identifiers` collection (it can have more than one). Note two investment accounts in the same scope with the same property identifier must have different values for that identifier.

An investment account must have an `accountType` of either:

- `Individual`, in which case `accountHolders` must identify a single investor record with an underlying investor type of `Person`.
- `Corporate`, in which case `accountHolders` must identify a single investor record with an underlying investor type of `LegalEntity`.
- `Joint`, in which case `accountHolders` can identify multiple investor records providing they all have an underlying investor type of `Person`.
- `Nominee`, in which case `accountHolders` can identify multiple investor records providing they all have an underlying investor type of `LegalEntity`.

An investment account should reference at least one portfolio in the `investmentPortfolios` collection. The `key` field enables you to provide a friendly name, and must be unique with the investment account.

### Properties

You can optionally extend the data model of an investment account by adding [custom properties](/v1/docs/properties) from the `InvestmentAccount` domain. Soon you should be able to add or remove properties independently using dedicated APIs.

## Subsequent updates

Once created, you can call the same [UpsertInvestmentAccounts](https://www.lusid.com/docs/api/lusid/endpoints/investment-accounts/UpsertInvestmentAccounts/) API again to change any attribute. To delete an investment account, call the [DeleteInvestmentAccount](https://www.lusid.com/docs/api/lusid/endpoints/investment-accounts/DeleteInvestmentAccount) API and specify one of its user-defined property identifiers.