Orion Advisor Solutions

Orion Advisor Solutions Compliance/Bcc API

The Compliance/Bcc API from Orion Advisor Solutions — 10 operation(s) for compliance/bcc.

Documentation GitHub OpenAPI

Operations 10

GET /v1/Compliance/Bcc/Accounts Bcc get accounts async #

GET /v1/Compliance/Bcc/Consultants Gets a list of consultants #

POST /v1/Compliance/Bcc/Consultants/Email Sends consultants emails #

GET /v1/Compliance/Bcc/Holdings Bcc get holdings async #

POST /v1/Compliance/Bcc/Households/Representatives Bcc get representatives async #

GET /v1/Compliance/Bcc/Integration/Redirect Redirects a user to a page in the OC web application #

GET /v1/Compliance/Bcc/Platforms/Simple Gets a simple list of platforms that the logged in user has access to #

GET /v1/Compliance/Bcc/Transactions Bcc get transactions async #

GET /v1/Compliance/Bcc/Users Bcc get users async #

GET /v1/Compliance/Bcc/UsersByRiaOrBrokerDealer BCC needs search results of users who are associated with an RIA or… #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Compliance/Bcc API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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