Create Investment Plan

info

1. Each institution can create a maximum of 10 investment plans. Each user can hold a maximum of 20 investment plans.
2. The fund must be in PendingSubscribe (pending subscription) status. Otherwise, error code 180040 is returned.

HTTP Request

POST/v5/earn/pwm/asset-manager/create-investment-plan

Request Parameters

Parameter	Required	Type	Comments
accountUid	true	string	Target user UID
planName	true	string	Investment plan name, max 50 characters
planType	true	string	Plan type: stable / advanced
investmentDistribution	true	array	Fund configuration list. At least 1 fund required
> productId	true	string	Fund ID (must be a fund under this institution's management)
> amount	true	string	Configured amount (base coin)
reqLinkId	true	string	User-defined request ID, max 36 characters, used for idempotency

Response Parameters

Parameter	Type	Comments
planId	string	Unique identifier of the newly created investment plan
planType	string	Plan type: stable / advanced
accountUid	string	Target user UID
status	string	Plan status. Fixed as PendingSubscription upon creation
createdTime	string	Creation timestamp (milliseconds)

---

Request Example

POST /v5/earn/pwm/asset-manager/create-investment-plan HTTP/1.1
Host: api.bybit.com
X-BAPI-SIGN: XXXXX
X-BAPI-API-KEY: xxxxxxxxxxxxxxxxxx
X-BAPI-TIMESTAMP: 1741651200000
X-BAPI-RECV-WINDOW: 5000
Content-Type: application/json

{
    "accountUid": "800001",
    "planName": "Conservative Growth Plan",
    "planType": "stable",
    "investmentDistribution": [
        {
            "productId": "12345",
            "amount": "100000.00"
        }
    ],
    "reqLinkId": "create-plan-001"
}

Response Example

{
    "retCode": 0,
    "retMsg": "success",
    "result": {
        "planId": "10088",
        "planType": "stable",
        "accountUid": "800001",
        "status": "pending_subscribe",
        "createdTime": "1640000000000"
    }
}