# Orion Advisor Solutions Compliance/Inform API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-compliance-inform-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/Inform 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/Inform. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

The Compliance/Inform API from Orion Advisor Solutions — 141 operation(s) for compliance/inform.

## Operations (60 of 162)

| Method | Path | Summary |
|---|---|---|
| DELETE | `/v1/Compliance/Inform/AccessPerson/{accessPersonId}/Connection/{connectionId}` | Deletes the connection asynchronous |
| PUT | `/v1/Compliance/Inform/AccessPerson/{isActive}` | Update Access person status |
| POST | `/v1/Compliance/Inform/AccessPerson/{isActive}` | Creates new Access Person Records with status provided |
| GET | `/v1/Compliance/Inform/AccessPerson/{key}` | Returns Access Person Details |
| PUT | `/v1/Compliance/Inform/AccessPerson/{key}` | Update access person details |
| POST | `/v1/Compliance/Inform/AccessPerson/{key}/CloseAll` | Closes all access person asynchronous |
| PUT | `/v1/Compliance/Inform/AccessPerson/{key}/Preclearances/CloseAll` | Closes all access person preclearances asynchronous |
| POST | `/v1/Compliance/Inform/AccessPerson/BrokenConnections` | Inform inform broken connection emails async |
| GET | `/v1/Compliance/Inform/AccessPerson/CurrentUser` | Returns Access Person Details |
| POST | `/v1/Compliance/Inform/AccessPerson/Email/{type}` | Sends Email sand generates access person documents based on the list of users… |
| PUT | `/v1/Compliance/Inform/AccessPerson/MergeProfilesInDatabase` | Run Trade Rules |
| POST | `/v1/Compliance/Inform/AccessPerson/NewInformAccountsEmail` | Inform inform new accounts emails async |
| GET | `/v1/Compliance/Inform/AccessPerson/V2/Holdings` | Returns a list of the holdings for the access person |
| GET | `/v1/Compliance/Inform/AccessPerson/V2/Trades` | Returns a combined list of Pre-Clearance and Transactions |
| GET | `/v1/Compliance/Inform/AccessPerson/V2/Transactions` | Inform get access person transactions |
| GET | `/v1/Compliance/Inform/AccessPerson/V2/Users/{accessPersonId}` | Inform get inform users V2 |
| GET | `/v1/Compliance/Inform/AccessPersons/{type}` | Returns a list of access person records based on the type |
| GET | `/v1/Compliance/Inform/AccessPersons/Alert` | Returns count of all new access person or access persons who's active status… |
| GET | `/v1/Compliance/Inform/AccessPersons/ByDepartment/{id}` | Inform get access persons by department async |
| GET | `/v1/Compliance/Inform/AccessPersons/ByLocation/{id}` | Inform get access persons by location async |
| PUT | `/v1/Compliance/Inform/Affirmation` | Update Affirmation Record |
| POST | `/v1/Compliance/Inform/Affirmation` | Create Affirmation Record |
| GET | `/v1/Compliance/Inform/Affirmation/Responses` | Returns a list of all affirmation responses |
| GET | `/v1/Compliance/Inform/Affirmations` | Returns a list of all affirmation types |
| DELETE | `/v1/Compliance/Inform/Affirmations/{key}` | Delete Affirmation |
| PUT | `/v1/Compliance/Inform/Affirmations/{key}/{status}` | Updates updates active status on Affirmations |
| GET | `/v1/Compliance/Inform/AssetClass/{productId}` | Returns asset class for a product id |
| GET | `/v1/Compliance/Inform/BrokerageAccount/{key}` | Gets the accounts |
| GET | `/v1/Compliance/Inform/BrokerageAccount/{key}/V2` | Gets the accounts |
| GET | `/v1/Compliance/Inform/BrokerageAccount/CanBeReactivated/{key}` | Inform can be reactivated async |
| GET | `/v1/Compliance/Inform/BrokerageAccounts` | Gets the accounts |
| PUT | `/v1/Compliance/Inform/BrokerageAccounts` | Updates brokerage account details |
| POST | `/v1/Compliance/Inform/BrokerageAccounts` | Adds the account not linked to Quovo |
| PUT | `/v1/Compliance/Inform/BrokerageAccounts/{key}/AccountNumberUpdate` | Update the Account Number for a Brokerage Account |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/{key}/Attachments` | Get Attachments for a Brokerage Account |
| POST | `/v1/Compliance/Inform/BrokerageAccounts/{key}/Attachments` | Adds the account |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/Alert` | Gets the accounts |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/Attachment/Download/{key}` | Download a single Policy File |
| PUT | `/v1/Compliance/Inform/BrokerageAccounts/DeactivateByAll` | Used to deactivate brokerage accounts from Inform and ByAll |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/DownloadAllAttachments` | Download All Attachments for all Brokerage Accounts |
| PUT | `/v1/Compliance/Inform/BrokerageAccounts/ElectraSetup` | Inform electra account setup async |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/StaleHoldings` | Gets the accounts with stale holdings |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/StaleHoldings/Alert` | Gets the count for accounts with stale holdings |
| PUT | `/v1/Compliance/Inform/BrokerageAccounts/Status/{status}` | Inform update account status async |
| GET | `/v1/Compliance/Inform/BrokerageAccounts/V2` | Gets the accounts |
| POST | `/v1/Compliance/Inform/ByAll/AccountDiscovery/ClaimCheck` | Use to call the Off Hour Investor clean up process from this database |
| POST | `/v1/Compliance/Inform/ByAll/Discovery/ForAllUsers` | Use to call the Off Hour Account Discovery process for this database |
| POST | `/v1/Compliance/Inform/ByAll/DiscoveryAndAdd/ForAllUsers` | Use to call the Discovery And Add For All Users For clean up |
| POST | `/v1/Compliance/Inform/ByAll/Investor/CleanUp` | Use to call the Off Hour Investor clean up process from this database |
| GET | `/v1/Compliance/Inform/ByAllSSOToken` | Get the SSO Token if advisor creds or investor creds do not exist it will… |
| GET | `/v1/Compliance/Inform/CanDistribute/{templateId}` | Returns a list of all affirmation types |
| POST | `/v1/Compliance/Inform/Connection` | Creates the connection asynchronous |
| PUT | `/v1/Compliance/Inform/Connection/{connectionId}` | Updates the connection asynchronous |
| GET | `/v1/Compliance/Inform/Connection/InformUser` | Inform get or create inform user async |
| POST | `/v1/Compliance/Inform/Connection/V2/Manual` | Creates the connection |
| POST | `/v1/Compliance/Inform/Connection/V2/Orion` | Creates the user and connection for OC Accounts - Current User ONLY |
| PUT | `/v1/Compliance/Inform/Connection/V2/Quovo/ConnectionStatus/{connectionId}` | Updates the connection status asynchronous |
| GET | `/v1/Compliance/Inform/Connections/AccessPerson/{key}` | Get connections for the compliance user |
| GET | `/v1/Compliance/Inform/Connections/CurrentUser` | Gets the connections |
| PUT | `/v1/Compliance/Inform/Connections/Disable` | Updates the connections for removal asynchronous |

…and 102 more operations. They are listed in full on the page.

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-compliance-inform-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/Inform

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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-inform-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.