Orion Advisor Solutions

Orion Advisor Solutions Confirm/Held Away API

The Confirm/HeldAway API from Orion Advisor Solutions — 14 operation(s) for confirm/heldaway.

GitHub OpenAPI

Operations 14

GET /v1/Confirm/HeldAway/Accounts Gets Held Away Accounts #
GET /v1/Confirm/HeldAway/Accounts/AssetValueConfirmError Held away get asset value change with errors #
GET /v1/Confirm/HeldAway/Accounts/Transactions Held away get transactions by accounts #
PUT /v1/Confirm/HeldAway/Action/AcceptableConfirmError Change Acceptable heldAways value #
POST /v1/Confirm/HeldAway/Action/RefreshConfirmErrors Refreshes Confirm error counts for the requested accounts. #
POST /v1/Confirm/HeldAway/Action/UpdateExcludedFromPositionOnly Held away update excluded from position only #
GET /v1/Confirm/HeldAway/Assets Gets Held Away Assets #
GET /v1/Confirm/HeldAway/AssetValueConfirmError Gets Held Away asset value changes with asset confirm errors. #
GET /v1/Confirm/HeldAway/AssetValues Gets all asset values #
GET /v1/Confirm/HeldAway/Counts Gets Held Away counts #
POST /v1/Confirm/HeldAway/CreateTransactions Used to create transactions and assets if need #
PUT /v1/Confirm/HeldAway/DownloadTransToTransaction Used to create transaction from the download tran #
GET /v1/Confirm/HeldAway/Transactions Gets Held Away transactions with asset confirm errors. #
GET /v1/Confirm/HeldAway/TransactionTypes Gets Held Away transactions types and their offsets #

Documentation

📖
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/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-confirm-heldaway-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-confirm-heldaway-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Held Away API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-confirm-heldaway-api-openapi.yml