# Orion Advisor Solutions Compliance/Disclose API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-compliance-disclose-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Compliance/Disclose API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Compliance/Disclose. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

The Compliance/Disclose API from Orion Advisor Solutions — 22 operation(s) for compliance/disclose.

## Operations (22)

| Method | Path | Summary |
|---|---|---|
| POST | `/v1/Compliance/Disclose/{type}/{asOfDate}` | Populate ADV/AUM Tiles by type on Disclose Dashboard |
| POST | `/v1/Compliance/Disclose/{type}/{asOfDate}/Detail` | Detail Result by Type |
| GET | `/v1/Compliance/Disclose/{type}/{asOfDate}/Detail/{cacheKey}` | Retrieve the previously generated slick grid result |
| POST | `/v1/Compliance/Disclose/13f/FormReportSummary/{asOfDate}` | Gets the 13f summary report asynchronous |
| POST | `/v1/Compliance/Disclose/13f/InformationSummary/{asOfDate}` | Populate the 13F Filing Requirements Tile |
| GET | `/v1/Compliance/Disclose/AdvCategories/AssetCategories` | Disclose get adv asset categories |
| GET | `/v1/Compliance/Disclose/AdvCategories/ClientCategories` | Disclose get adv client categories |
| PUT | `/v1/Compliance/Disclose/AdvCategories/ResetAdvAssetCategories` | Disclose update adv asset categories async |
| POST | `/v1/Compliance/Disclose/ADVConsolidated/Detail/{asOfDate}` | Populate ADV Consolidated Tile on Disclose Dashboard |
| POST | `/v1/Compliance/Disclose/AdvCustody/{asOfDate}` | Gets Adv Custody Tile data |
| GET | `/v1/Compliance/Disclose/AdvCustodyTypes` | Gets Custody Types for Adv |
| POST | `/v1/Compliance/Disclose/AdvSloa/{asOfDate}` | Gets Adv Sloa Tile data |
| POST | `/v1/Compliance/Disclose/AUA/{asOfDate}` | Populate ADV AUM Tile on Disclose Dashboard |
| POST | `/v1/Compliance/Disclose/AUAProducts/{asOfDate}` | Populate AUA Products Tile on Disclose Dashboard |
| POST | `/v1/Compliance/Disclose/AUM/{asOfDate}` | Populate ADV AUM Tile on Disclose Dashboard |
| PUT | `/v1/Compliance/Disclose/Detail/{type}` | Update Account Status |
| POST | `/v1/Compliance/Disclose/Discretionary/{asOfDate}` | Populate ADV Discretionary Tile on Disclose Dashboard |
| POST | `/v1/Compliance/Disclose/Domestic/{asOfDate}` | Populate ADV Domestic vs Foreign Tile on Disclose Dashboard |
| POST | `/v1/Compliance/Disclose/FormReport13F/{asOfDate}/XML` | 13F Reporting XML Output |
| GET | `/v1/Compliance/Disclose/NeedEmployeeHouseholdsBanner` | Checks if user has access to Employee Households |
| POST | `/v1/Compliance/Disclose/UserAdvFilters` | Update Adv or Aua Filter Settings from Compliance |
| POST | `/v1/Compliance/Disclose/WrapManaged/{asOfDate}` | Populate ADV Wrap Managed Tile on Disclose Dashboard |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-compliance-disclose-api-openapi.yml
- **Documentation** — https://developers.orionadvisor.com/quick-start/
- **Documentation** — https://developers.orionadvisor.com/guides/
- **APIReference** — https://api.orionadvisor.com/api/swagger/ui/index
- **GettingStarted** — https://developers.orionadvisor.com/quick-start/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Compliance/Disclose

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-compliance-disclose-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.