# Orion Advisor Solutions Integrations/Advizr API

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

The Integrations/Advizr API from Orion Advisor Solutions — 28 operation(s) for integrations/advizr.

## Operations (29)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Integrations/Advizr/Action/SAML` | Advizr start SSO async |
| POST | `/v1/Integrations/Advizr/Actions/Remove` | Removes the Schwab integration for the current user |
| POST | `/v1/Integrations/Advizr/Actions/Setup` | Advizr setup service async |
| GET | `/v1/Integrations/Advizr/ApexAccount` | Advizr get apex account async |
| POST | `/v1/Integrations/Advizr/ApexAccount` | Advizr post apex account async |
| POST | `/v1/Integrations/Advizr/ApexAccounts` | Advizr post apex accounts async |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/3DRiskProfile` | Advizr get3 DRisk profile async |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/ActionSteps` | Advizr get action steps async |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/BeFi20` | Advizr get be fi20 async |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/ProbabilityOfSuccess/{planType}` | Returns the monte carlo result for the current or proposed financial plan |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/ProtectLiveDream` | Returns the protect, live, dream for a household |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/RetirementAssets/{planType}` | Returns the retirement assets chart data for the current or proposed financial… |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/suggestions` | Advizr get suggestions async |
| GET | `/v1/Integrations/Advizr/FinancialPlan/{clientId}/Summary/{planType}` | Returns the plan summary goals for the current or proposed financial plan |
| POST | `/v1/Integrations/Advizr/FinancialPlan/Decumulation` | Returns the protect, live, dream for a household |
| GET | `/v1/Integrations/Advizr/GetConfig` | Advizr get config async |
| GET | `/v1/Integrations/Advizr/NetWorth/{clientId}` | List all net worth data for a client |
| GET | `/v1/Integrations/Advizr/Onboarding/AllFirms` | Lists all on-boarded firms that meet the specified search criteria |
| GET | `/v1/Integrations/Advizr/Onboarding/Firm` | Returns the on-boarded organization of the specified external firm id |
| GET | `/v1/Integrations/Advizr/Onboarding/Firm/Advisors` | Lists all on-boarded advisors of the specified external firm id |
| GET | `/v1/Integrations/Advizr/Onboarding/Firm/Households` | Lists all on-boarded households of the specified external firm id |
| GET | `/v1/Integrations/Advizr/Onboarding/Goals/{householdId}` | Advizr get goals async |
| GET | `/v1/Integrations/Advizr/Onboarding/Households` | Returns households for logged in user (id) |
| POST | `/v1/Integrations/Advizr/Onboarding/OrionPlanningNewHouseholdId` | Advizr get orion planning household id async |
| GET | `/v1/Integrations/Advizr/Onboarding/PlaidAccounts/{clientId}` | Returns all Advizr Plaid Accounts |
| GET | `/v1/Integrations/Advizr/Onboarding/RTQ/{advizrHouseholdId}/Ally/{alliedHouseholdId}` | Returns all Advizr Risk Tolerance Questionaire |
| GET | `/v1/Integrations/Advizr/PersonalFinanceTemplates` | Advizr get personal finance templates async |
| POST | `/v1/Integrations/Advizr/ProbabilityOfSuccess` | Advizr probability of success async |
| POST | `/v1/Integrations/Advizr/SendEmail` | This is only invoked from the FE if TOS is unchecked REF: advizrWizard.js… |

## Machine-readable artifacts (6)

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

Integrations/Advizr

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