Update profile

curl --request PATCH \
  --url https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "input": {
    "legalEntityName": "ACME Corporation",
    "formationDate": "2000-01-01",
    "industry": {
      "sector": "ecommerce-and-retail",
      "subSector": "online-marketplaces"
    },
    "legalIds": [
      {
        "type": "tax-id",
        "id": "99L99999",
        "country": "GB"
      },
      {
        "type": "registration-id",
        "id": "AB123456",
        "country": "GB"
      }
    ],
    "registrationAddress": {
      "city": "Manchester",
      "line1": "1 High Street",
      "line2": "Northern Quarter",
      "postalCode": "M4 1AA"
    },
    "operatingAddress": {
      "city": "Manchester",
      "line1": "1 High Street",
      "line2": "Northern Quarter",
      "postalCode": "M4 1AA",
      "subdivision": "GB-MAN"
    }
  }
}
'

import requests

url = "https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile"

payload = { "input": {
        "legalEntityName": "ACME Corporation",
        "formationDate": "2000-01-01",
        "industry": {
            "sector": "ecommerce-and-retail",
            "subSector": "online-marketplaces"
        },
        "legalIds": [
            {
                "type": "tax-id",
                "id": "99L99999",
                "country": "GB"
            },
            {
                "type": "registration-id",
                "id": "AB123456",
                "country": "GB"
            }
        ],
        "registrationAddress": {
            "city": "Manchester",
            "line1": "1 High Street",
            "line2": "Northern Quarter",
            "postalCode": "M4 1AA"
        },
        "operatingAddress": {
            "city": "Manchester",
            "line1": "1 High Street",
            "line2": "Northern Quarter",
            "postalCode": "M4 1AA",
            "subdivision": "GB-MAN"
        }
    } }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    input: {
      legalEntityName: 'ACME Corporation',
      formationDate: '2000-01-01',
      industry: {sector: 'ecommerce-and-retail', subSector: 'online-marketplaces'},
      legalIds: [
        {type: 'tax-id', id: '99L99999', country: 'GB'},
        {type: 'registration-id', id: 'AB123456', country: 'GB'}
      ],
      registrationAddress: {
        city: 'Manchester',
        line1: '1 High Street',
        line2: 'Northern Quarter',
        postalCode: 'M4 1AA'
      },
      operatingAddress: {
        city: 'Manchester',
        line1: '1 High Street',
        line2: 'Northern Quarter',
        postalCode: 'M4 1AA',
        subdivision: 'GB-MAN'
      }
    }
  })
};

fetch('https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'input' => [
        'legalEntityName' => 'ACME Corporation',
        'formationDate' => '2000-01-01',
        'industry' => [
                'sector' => 'ecommerce-and-retail',
                'subSector' => 'online-marketplaces'
        ],
        'legalIds' => [
                [
                                'type' => 'tax-id',
                                'id' => '99L99999',
                                'country' => 'GB'
                ],
                [
                                'type' => 'registration-id',
                                'id' => 'AB123456',
                                'country' => 'GB'
                ]
        ],
        'registrationAddress' => [
                'city' => 'Manchester',
                'line1' => '1 High Street',
                'line2' => 'Northern Quarter',
                'postalCode' => 'M4 1AA'
        ],
        'operatingAddress' => [
                'city' => 'Manchester',
                'line1' => '1 High Street',
                'line2' => 'Northern Quarter',
                'postalCode' => 'M4 1AA',
                'subdivision' => 'GB-MAN'
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile"

	payload := strings.NewReader("{\n  \"input\": {\n    \"legalEntityName\": \"ACME Corporation\",\n    \"formationDate\": \"2000-01-01\",\n    \"industry\": {\n      \"sector\": \"ecommerce-and-retail\",\n      \"subSector\": \"online-marketplaces\"\n    },\n    \"legalIds\": [\n      {\n        \"type\": \"tax-id\",\n        \"id\": \"99L99999\",\n        \"country\": \"GB\"\n      },\n      {\n        \"type\": \"registration-id\",\n        \"id\": \"AB123456\",\n        \"country\": \"GB\"\n      }\n    ],\n    \"registrationAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\"\n    },\n    \"operatingAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\",\n      \"subdivision\": \"GB-MAN\"\n    }\n  }\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"input\": {\n    \"legalEntityName\": \"ACME Corporation\",\n    \"formationDate\": \"2000-01-01\",\n    \"industry\": {\n      \"sector\": \"ecommerce-and-retail\",\n      \"subSector\": \"online-marketplaces\"\n    },\n    \"legalIds\": [\n      {\n        \"type\": \"tax-id\",\n        \"id\": \"99L99999\",\n        \"country\": \"GB\"\n      },\n      {\n        \"type\": \"registration-id\",\n        \"id\": \"AB123456\",\n        \"country\": \"GB\"\n      }\n    ],\n    \"registrationAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\"\n    },\n    \"operatingAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\",\n      \"subdivision\": \"GB-MAN\"\n    }\n  }\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"input\": {\n    \"legalEntityName\": \"ACME Corporation\",\n    \"formationDate\": \"2000-01-01\",\n    \"industry\": {\n      \"sector\": \"ecommerce-and-retail\",\n      \"subSector\": \"online-marketplaces\"\n    },\n    \"legalIds\": [\n      {\n        \"type\": \"tax-id\",\n        \"id\": \"99L99999\",\n        \"country\": \"GB\"\n      },\n      {\n        \"type\": \"registration-id\",\n        \"id\": \"AB123456\",\n        \"country\": \"GB\"\n      }\n    ],\n    \"registrationAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\"\n    },\n    \"operatingAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\",\n      \"subdivision\": \"GB-MAN\"\n    }\n  }\n}"

response = http.request(request)
puts response.read_body

{
  "profile": {
    "code": "profile",
    "status": "ok",
    "input": {
      "legalEntityName": "ACME Corporation",
      "legalEntityType": "private-limited-company",
      "formationDate": "2000-01-01",
      "industry": {
        "sector": "ecommerce-and-retail",
        "subSector": "online-marketplaces"
      },
      "legalIds": [
        {
          "type": "tax-id",
          "id": "99L99999",
          "country": "GB"
        },
        {
          "type": "registration-id",
          "id": "AB123456",
          "country": "GB"
        }
      ],
      "registrationAddress": {
        "city": "Manchester",
        "line1": "1 High Street",
        "line2": "Northern Quarter",
        "postalCode": "M4 1AA",
        "subdivision": "GB-MAN",
        "country": "GB"
      },
      "operatingAddress": {
        "city": "Manchester",
        "line1": "1 High Street",
        "line2": "Northern Quarter",
        "postalCode": "M4 1AA",
        "subdivision": "GB-MAN",
        "country": "GB"
      }
    }
  }
}

PATCH

core

kyb

processes

profile

Update profile

curl --request PATCH \
  --url https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "input": {
    "legalEntityName": "ACME Corporation",
    "formationDate": "2000-01-01",
    "industry": {
      "sector": "ecommerce-and-retail",
      "subSector": "online-marketplaces"
    },
    "legalIds": [
      {
        "type": "tax-id",
        "id": "99L99999",
        "country": "GB"
      },
      {
        "type": "registration-id",
        "id": "AB123456",
        "country": "GB"
      }
    ],
    "registrationAddress": {
      "city": "Manchester",
      "line1": "1 High Street",
      "line2": "Northern Quarter",
      "postalCode": "M4 1AA"
    },
    "operatingAddress": {
      "city": "Manchester",
      "line1": "1 High Street",
      "line2": "Northern Quarter",
      "postalCode": "M4 1AA",
      "subdivision": "GB-MAN"
    }
  }
}
'

import requests

url = "https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile"

payload = { "input": {
        "legalEntityName": "ACME Corporation",
        "formationDate": "2000-01-01",
        "industry": {
            "sector": "ecommerce-and-retail",
            "subSector": "online-marketplaces"
        },
        "legalIds": [
            {
                "type": "tax-id",
                "id": "99L99999",
                "country": "GB"
            },
            {
                "type": "registration-id",
                "id": "AB123456",
                "country": "GB"
            }
        ],
        "registrationAddress": {
            "city": "Manchester",
            "line1": "1 High Street",
            "line2": "Northern Quarter",
            "postalCode": "M4 1AA"
        },
        "operatingAddress": {
            "city": "Manchester",
            "line1": "1 High Street",
            "line2": "Northern Quarter",
            "postalCode": "M4 1AA",
            "subdivision": "GB-MAN"
        }
    } }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    input: {
      legalEntityName: 'ACME Corporation',
      formationDate: '2000-01-01',
      industry: {sector: 'ecommerce-and-retail', subSector: 'online-marketplaces'},
      legalIds: [
        {type: 'tax-id', id: '99L99999', country: 'GB'},
        {type: 'registration-id', id: 'AB123456', country: 'GB'}
      ],
      registrationAddress: {
        city: 'Manchester',
        line1: '1 High Street',
        line2: 'Northern Quarter',
        postalCode: 'M4 1AA'
      },
      operatingAddress: {
        city: 'Manchester',
        line1: '1 High Street',
        line2: 'Northern Quarter',
        postalCode: 'M4 1AA',
        subdivision: 'GB-MAN'
      }
    }
  })
};

fetch('https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'input' => [
        'legalEntityName' => 'ACME Corporation',
        'formationDate' => '2000-01-01',
        'industry' => [
                'sector' => 'ecommerce-and-retail',
                'subSector' => 'online-marketplaces'
        ],
        'legalIds' => [
                [
                                'type' => 'tax-id',
                                'id' => '99L99999',
                                'country' => 'GB'
                ],
                [
                                'type' => 'registration-id',
                                'id' => 'AB123456',
                                'country' => 'GB'
                ]
        ],
        'registrationAddress' => [
                'city' => 'Manchester',
                'line1' => '1 High Street',
                'line2' => 'Northern Quarter',
                'postalCode' => 'M4 1AA'
        ],
        'operatingAddress' => [
                'city' => 'Manchester',
                'line1' => '1 High Street',
                'line2' => 'Northern Quarter',
                'postalCode' => 'M4 1AA',
                'subdivision' => 'GB-MAN'
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile"

	payload := strings.NewReader("{\n  \"input\": {\n    \"legalEntityName\": \"ACME Corporation\",\n    \"formationDate\": \"2000-01-01\",\n    \"industry\": {\n      \"sector\": \"ecommerce-and-retail\",\n      \"subSector\": \"online-marketplaces\"\n    },\n    \"legalIds\": [\n      {\n        \"type\": \"tax-id\",\n        \"id\": \"99L99999\",\n        \"country\": \"GB\"\n      },\n      {\n        \"type\": \"registration-id\",\n        \"id\": \"AB123456\",\n        \"country\": \"GB\"\n      }\n    ],\n    \"registrationAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\"\n    },\n    \"operatingAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\",\n      \"subdivision\": \"GB-MAN\"\n    }\n  }\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"input\": {\n    \"legalEntityName\": \"ACME Corporation\",\n    \"formationDate\": \"2000-01-01\",\n    \"industry\": {\n      \"sector\": \"ecommerce-and-retail\",\n      \"subSector\": \"online-marketplaces\"\n    },\n    \"legalIds\": [\n      {\n        \"type\": \"tax-id\",\n        \"id\": \"99L99999\",\n        \"country\": \"GB\"\n      },\n      {\n        \"type\": \"registration-id\",\n        \"id\": \"AB123456\",\n        \"country\": \"GB\"\n      }\n    ],\n    \"registrationAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\"\n    },\n    \"operatingAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\",\n      \"subdivision\": \"GB-MAN\"\n    }\n  }\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.enterprise.sandbox.uphold.com/core/kyb/processes/profile")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"input\": {\n    \"legalEntityName\": \"ACME Corporation\",\n    \"formationDate\": \"2000-01-01\",\n    \"industry\": {\n      \"sector\": \"ecommerce-and-retail\",\n      \"subSector\": \"online-marketplaces\"\n    },\n    \"legalIds\": [\n      {\n        \"type\": \"tax-id\",\n        \"id\": \"99L99999\",\n        \"country\": \"GB\"\n      },\n      {\n        \"type\": \"registration-id\",\n        \"id\": \"AB123456\",\n        \"country\": \"GB\"\n      }\n    ],\n    \"registrationAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\"\n    },\n    \"operatingAddress\": {\n      \"city\": \"Manchester\",\n      \"line1\": \"1 High Street\",\n      \"line2\": \"Northern Quarter\",\n      \"postalCode\": \"M4 1AA\",\n      \"subdivision\": \"GB-MAN\"\n    }\n  }\n}"

response = http.request(request)
puts response.read_body

{
  "profile": {
    "code": "profile",
    "status": "ok",
    "input": {
      "legalEntityName": "ACME Corporation",
      "legalEntityType": "private-limited-company",
      "formationDate": "2000-01-01",
      "industry": {
        "sector": "ecommerce-and-retail",
        "subSector": "online-marketplaces"
      },
      "legalIds": [
        {
          "type": "tax-id",
          "id": "99L99999",
          "country": "GB"
        },
        {
          "type": "registration-id",
          "id": "AB123456",
          "country": "GB"
        }
      ],
      "registrationAddress": {
        "city": "Manchester",
        "line1": "1 High Street",
        "line2": "Northern Quarter",
        "postalCode": "M4 1AA",
        "subdivision": "GB-MAN",
        "country": "GB"
      },
      "operatingAddress": {
        "city": "Manchester",
        "line1": "1 High Street",
        "line2": "Northern Quarter",
        "postalCode": "M4 1AA",
        "subdivision": "GB-MAN",
        "country": "GB"
      }
    }
  }
}

This endpoint is currently available in Sandbox only. It is not yet available in Production.

Update profile submits the business’s own identifying information: its legal entity name, formation date, industry, government-issued legal identifiers, and addresses. The endpoint is partial — fields you omit keep their current value, so you can build the profile up across several calls as the business provides information.

Fields set at user creation

Some profile fields are established when the business user is created and cannot be changed here:

legalEntityType is fixed at creation and is only readable through Get overview.
registrationAddress.country and operatingAddress.country are fixed at creation. You can still update the remaining address fields, such as subdivision, city, line1, line2, and postalCode.

You can seed most of the profile directly in the Create user request instead of submitting it afterwards.

Industry

The industry object classifies what the business actually does, through a sector and its corresponding subSector.

financial-institutions-and-money-services

money-transmitters, remittance-services, vasp-casp, payment-processors, fx-providers, other-regulated-nbfiBusinesses in this sector must also complete the financial institution process.

crypto-services-and-products

exchanges, custodial-wallet-providers, non-custodial-wallet-providers, miners, nft-platforms, defi-projects

personal-investment-vehicles

private-trusts, roth-ira, llc-spe-for-holding-assets

family-offices-and-investment-funds

family-offices, pooled-investment-vehicles, private-investment-funds

professional-services

law-firms, accounting-firms, consultants, company-formation-or-secretarial-services

technology-and-software

it-services, saas, gaming-studios, cybersecurity, data-analytics, ai-firms

ecommerce-and-retail

online-marketplaces, merchants, wholesalers, direct-to-consumer-retailers

real-estate-and-property-management

brokerages, property-developers, management-companies, investment-vehicles

high-value-goods-and-luxury-dealers

jewelry, art, precious-metals, automobiles, auction-houses

other

When no sector applies, use other and describe the business’s activity in the otherSector field instead of a subSector.

Legal identifiers

legalIds carries the government-issued identifiers of the business. Two types are supported:

tax-id: the business’s tax identification number.
registration-id: the business’s company registration number.

Each identifier declares its own country. Only those issued by the country of the business’s registrationAddress count towards completing the process, but the array is not limited to them — ask the business whether it is registered for tax anywhere else, and declare those identifiers here as well. Submitting an empty array clears every previously submitted identifier. Which identifiers are required depends on the country the business is registered in:

Type / Region			Notes
`tax-id`	Required (UTRN)	Required	—
`registration-id`	Required (EIN or SSN)	Not applicable	—

Tax ID format validation only runs in Production. In Sandbox, any non-empty value is accepted. Failures can be triggered by using INVALID.

Authorizations

Authorization

string

header

required

OAuth 2.0 authentication.

Scopes

core.kyb.profile:update

Grants access to update profile KYB process

Body

application/json

input

object

required

Input of the KYB process.

Show child attributes

Response

KYB profile process updated.

profile

object

required

The KYB profile object.

Show child attributes

Core API

Trading API

Market Pulse API

KYC Connector API

Widgets API

Topper API

Update profile

Fields set at user creation

Industry

Legal identifiers

Authorizations

Scopes

Body

Response