Orion Advisor Solutions Integrations/By All Accounts API
The Integrations/ByAllAccounts API from Orion Advisor Solutions — 9 operation(s) for integrations/byallaccounts.
The Integrations/ByAllAccounts API from Orion Advisor Solutions — 9 operation(s) for integrations/byallaccounts.
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openapi: 3.2.0
info:
version: V1
title: Orion Connect Integrations/By All Accounts API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/ByAllAccounts
paths:
/v1/Integrations/ByAllAccounts/Configuration:
get:
tags:
- Integrations/ByAllAccounts
summary: Retrieves ByAllAccounts Integration details
operationId: ByAllAccounts_GetConfiguration
parameters:
- name: firm
in: query
required: true
schema:
type: boolean
- name: balanceOnly
in: query
required: false
schema:
type: boolean
default: false
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
security:
- Authorization: []
put:
tags:
- Integrations/ByAllAccounts
summary: Saves ByAllAccounts integration settings
operationId: ByAllAccounts_UpdateConfiguration
parameters:
- name: firm
in: query
required: true
schema:
type: boolean
- name: balanceOnly
in: query
required: false
schema:
type: boolean
default: false
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.IntegrationConfig'
required: true
/v1/Integrations/ByAllAccounts/CreateAdvisorCreds:
get:
tags:
- Integrations/ByAllAccounts
summary: Creates new advisor level creds
description: 'Sample Request
GET /Integrations/ByAllAccounts/CreateAdvisorCreds
{
baaFirmId=1
}'
operationId: ByAllAccounts_CreateAdvisorCreds
parameters:
- name: baaFirmID
in: query
description: the baa firmID
required: true
schema:
type: string
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
/v1/Integrations/ByAllAccounts/CreateInvestorCreds:
get:
tags:
- Integrations/ByAllAccounts
summary: Creates new investor level creds
description: 'Sample Request
GET /Integrations/ByAllAccounts/CreateInvestorCreds
{
baaFirmId=1
}'
operationId: ByAllAccounts_CreateInvestorCreds
parameters:
- name: baaFirmID
in: query
description: the baa firmID
required: true
schema:
type: string
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
/v1/Integrations/ByAllAccounts/Delete/{baaId}/Account/{baaAccountId}:
delete:
tags:
- Integrations/ByAllAccounts
summary: Delete Account from the UI without using the IFrame
operationId: ByAllAccounts_DeleteAccount
parameters:
- name: baaId
in: path
required: true
schema:
type: integer
format: int64
- name: baaAccountId
in: path
required: true
schema:
type: integer
format: int64
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponse'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponse'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponse'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponse'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponse'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponse'
security:
- Authorization: []
/v1/Integrations/ByAllAccounts/GetAccountsAndHoldings:
get:
tags:
- Integrations/ByAllAccounts
summary: Get the Account and Holdings for the User
operationId: ByAllAccounts_GetAccountsAndHoldings
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponse'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponse'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponse'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponse'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponse'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponse'
security:
- Authorization: []
/v1/Integrations/ByAllAccounts/GetAggregatedAccountData:
get:
tags:
- Integrations/ByAllAccounts
summary: Get the Account and Holdings for the User
operationId: ByAllAccounts_GetAggregatedAccountData
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto'
xml:
name: ByAllAggregatedAccountDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto'
xml:
name: ByAllAggregatedAccountDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto'
xml:
name: ByAllAggregatedAccountDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto'
xml:
name: ByAllAggregatedAccountDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto'
xml:
name: ByAllAggregatedAccountDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto'
xml:
name: ByAllAggregatedAccountDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Integrations/ByAllAccounts/Holding/Investor/{key}:
get:
tags:
- Integrations/ByAllAccounts
operationId: ByAllAccounts_GetHoldingForInvestor
parameters:
- name: key
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
summary: By all accounts get holding for investor
x-summary-source: derived
/v1/Integrations/ByAllAccounts/SSO:
get:
tags:
- Integrations/ByAllAccounts
operationId: ByAllAccounts_GetAsync
parameters:
- name: balanceOnly
in: query
required: false
schema:
type: boolean
default: false
- name: cancellationToken
in: header
required: false
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
summary: By all accounts get async
x-summary-source: derived
/v1/Integrations/ByAllAccounts/SSOToken:
get:
tags:
- Integrations/ByAllAccounts
summary: Get the SSO Token. Do not create advisor or investor creds
description: 'Sample Request
GET /Integrations/ByAllAccounts/GetSSOToken
{
baaFirmId=1
}'
operationId: ByAllAccounts_GetSSOToken
parameters:
- name: baaFirmID
in: query
description: the baa firmID
required: true
schema:
type: string
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SSOResponse'
application/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SSOResponse'
text/json:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SSOResponse'
application/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SSOResponse'
text/xml:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SSOResponse'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SSOResponse'
security:
- Authorization: []
components:
schemas:
OAT.Integrations.ByAllAccounts.FinancialProfile:
properties:
id:
type: integer
format: int64
name:
type: string
xml:
name: FinancialProfile
type: object
OAT.Integrations.ByAllAccounts.DeleteAccountResponseBody:
properties:
status:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Status'
fpId:
type: string
id:
type: string
xml:
name: DeleteAccountResponseBody
type: object
OAT.Integrations.ByAllAccounts.AccountCredential:
properties:
profileId:
type: integer
format: int64
id:
type: integer
format: int64
name:
type: string
financialInstitutionId:
type: integer
format: int64
accountLogin:
type: string
credComplete:
type: boolean
lastAuthenticationAttempt:
type: string
authStatusErrCode:
type: string
autoManage:
type: boolean
gatherLots:
type: boolean
authType:
type: string
xml:
name: AccountCredential
type: object
OAT.Integrations.ByAllAccounts.Person:
properties:
firmTag1:
type: string
firmTag2:
type: string
firmTag3:
type: string
role:
type: string
firstName:
type: string
middleName:
type: string
lastName:
type: string
emailAddress:
type: string
phone:
type: string
taxId:
type: string
isSso:
type: string
xml:
name: Person
type: object
OAT.Integrations.ByAllAccounts.Account:
properties:
fpId:
type: integer
format: int64
id:
type: integer
format: int64
name:
type: string
portfolioId:
type: integer
format: int64
accountType:
type: string
onlineAccessEnabled:
type: string
lastUpdated:
type: string
accountNumber:
type: string
updateStatusErrcode:
type: string
lastUpdateAttempt:
type: string
acId:
type: integer
format: int64
dataBasis:
type: string
gatherLots:
type: string
fI_Supplied_Rep_ID:
type: string
fI_Supplied_Firm_ID:
type: string
fI_Supplied_Account_Tax_ID:
type: string
fI_Supplied_Account_Name:
type: string
fI_Supplied_Account_Title:
type: string
fI_Supplied_Client_First:
type: string
fI_Supplied_Client_Middle:
type: string
fI_Supplied_Client_Last:
type: string
fI_Supplied_Client_Address_Street:
type: string
fI_Supplied_Client_Address_Line2:
type: string
fI_Supplied_Client_Address_Line3:
type: string
fI_Supplied_Client_Address_Line4:
type: string
fI_Supplied_Client_Address_Line5:
type: string
fI_Supplied_Client_Address_Line6:
type: string
fI_Supplied_Client_Address_City:
type: string
fI_Supplied_Client_Address_State:
type: string
fI_Supplied_Client_Address_ZipCode:
type: string
fI_Supplied_Client_Phone:
type: string
fI_Supplied_Client_DOB:
type: string
fI_Supplied_Client_EMail:
type: string
fI_Supplied_Account_Type:
type: string
fI_Supplied_Custodian_Code:
type: string
fI_Supplied_Custodian_Name:
type: string
planName:
type: string
marketValue:
type: string
externalServiceLevel:
type: string
holdings:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Holding'
readOnly: true
xml:
name: Holding
wrapped: true
type: array
accountCredential:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.AccountCredential'
financialInstitution:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.FinancialInstitution'
xml:
name: Account
type: object
OAT.Integrations.ByAllAccounts.Data:
properties:
financialProfiles:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.FinancialProfile'
xml:
name: FinancialProfile
wrapped: true
type: array
portfolios:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Portfolio'
xml:
name: Portfolio
wrapped: true
type: array
accountCredentials:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.AccountCredential'
xml:
name: AccountCredential
wrapped: true
type: array
accounts:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Account'
xml:
name: Account
wrapped: true
type: array
holdings:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Holding'
xml:
name: Holding
wrapped: true
type: array
transactions:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Transaction'
xml:
name: Transaction
wrapped: true
type: array
investmentOptions:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.InvestmentOption'
xml:
name: InvestmentOption
wrapped: true
type: array
xml:
name: Data
type: object
OAT.Integrations.ByAllAccounts.DeleteAccountResponse:
properties:
version:
type: string
loginResponse:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.LoginResponse'
body:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DeleteAccountResponseBody'
xml:
name: DeleteAccountResponse
type: object
OAT.Integrations.ByAllAccounts.UserList:
properties:
user:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.UserItem'
xml:
name: UserItem
wrapped: true
type: array
xml:
name: UserList
type: object
OAT.Integrations.ByAllAccounts.Transaction:
properties:
fpId:
type: integer
format: int64
id:
type: integer
format: int64
accountId:
type: integer
format: int64
holdingId:
type: integer
format: int64
securityId:
type: integer
format: int64
txType:
type: string
totalAmount:
type: number
format: double
name:
type: string
description:
type: string
price:
type: number
format: double
flowAmount:
type: number
format: double
flowUnits:
type: number
format: double
cusip:
type: string
ticker:
type: string
security:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Security'
xml:
name: Transaction
type: object
OAS.WebApi.DTO.Integrations.ByAllAggregatedAccountDto:
properties:
baaId:
type: integer
format: int64
baaAccountId:
type: integer
format: int64
clientId:
type: integer
format: int32
isLiability:
type: integer
format: int32
accountName:
type: string
accountValue:
type: number
format: double
xml:
name: ByAllAggregatedAccountDto
type: object
OAT.Integrations.ByAllAccounts.Holding:
properties:
fpId:
type: integer
format: int64
id:
type: integer
format: int64
accountId:
type: integer
format: int64
securityId:
type: integer
format: int64
units:
type: number
format: double
costBasis:
type: number
format: double
marketValue:
type: number
format: double
unitPrice:
type: number
format: double
priceDataAsOf:
type: string
lastUpdated:
type: string
name:
type: string
cusip:
type: string
ticker:
type: string
valueSource:
type: string
secType:
type: string
security:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Security'
xml:
name: Holding
type: object
OAT.Integrations.ByAllAccounts.Security:
properties:
id:
type: integer
format: int64
name:
type: string
secruityType:
type: string
ticker:
type: string
cusip:
type: string
assetClass:
type: string
assetSubClass:
type: string
closePrice:
type: number
format: double
bondMaturity:
type: string
bondCoupon:
type: number
format: double
morningStarSECID:
type: string
morningSTartPERFID:
type: string
xml:
name: Security
type: object
OAT.Integrations.ByAllAccounts.Portfolio:
properties:
fpId:
type: integer
format: int64
id:
type: integer
format: int64
name:
type: string
xml:
name: Portfolio
type: object
OAT.Integrations.ByAllAccounts.SessionAuthResponse:
properties:
status:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Status'
applicationUrl:
type: string
sessionId:
type: string
csrfToken:
type: string
xml:
name: SessionAuthResponse
type: object
OAT.Integrations.ByAllAccounts.LoginItems:
properties:
username:
type: string
personId:
type: string
lastLoginDate:
type: string
xml:
name: LoginItems
type: object
OAT.Integrations.ByAllAccounts.Status:
properties:
errorCode:
type: integer
format: int32
errorMessage:
type: string
xml:
name: Status
type: object
OAT.Integrations.ByAllAccounts.DataGetResponse:
properties:
version:
type: string
loginResponse:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.LoginResponse'
body:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.DataGetResponseBody'
xml:
name: DataGetResponse
type: object
OAT.Integrations.ByAllAccounts.InvestmentOption:
properties:
fpId:
type: integer
format: int64
id:
type: integer
format: int64
accountId:
type: integer
format: int64
unitPrice:
type: number
format: double
priceDataAsOf:
type: string
lastUpdated:
type: string
name:
type: string
cusip:
type: string
ticker:
type: string
morningStarFundID:
type: string
security:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Security'
xml:
name: InvestmentOption
type: object
OAT.Integrations.ByAllAccounts.IntegrationConfig:
properties:
username:
type: string
password:
type: string
personId:
type: string
financialProfileId:
type: string
xml:
name: IntegrationConfig
type: object
OAT.Integrations.ByAllAccounts.ProfileAccess:
properties:
personId:
type: integer
format: int64
profileId:
type: integer
format: int64
role:
type: string
access:
type: string
xml:
name: ProfileAccess
type: object
OAT.Integrations.ByAllAccounts.LoginResponse:
properties:
status:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Status'
xml:
name: LoginResponse
type: object
OAT.Integrations.ByAllAccounts.SecurityList:
properties:
items:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Security'
xml:
name: Security
wrapped: true
type: array
xml:
name: SecurityList
type: object
OAT.Integrations.ByAllAccounts.UserItem:
properties:
person:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Person'
login:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.LoginItems'
profileAccessList:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.ProfileAccess'
xml:
name: ProfileAccess
wrapped: true
type: array
xml:
name: UserItem
type: object
OAT.Integrations.ByAllAccounts.DataGetResponseBody:
properties:
status:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Status'
securityList:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SecurityList'
fiList:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.FiList'
userList:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.UserList'
data:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.Data'
xml:
name: Data
wrapped: true
type: array
xml:
name: DataGetResponseBody
type: object
OAT.Integrations.ByAllAccounts.FiList:
properties:
fi:
items:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.FinancialInstitution'
xml:
name: FinancialInstitution
wrapped: true
type: array
xml:
name: FiList
type: object
OAT.Integrations.ByAllAccounts.FinancialInstitution:
properties:
id:
type: integer
format: int64
name:
type: string
serviceCategory:
type: string
xml:
name: FinancialInstitution
type: object
OAT.Integrations.ByAllAccounts.SSOResponse:
properties:
version:
type: string
loginResponse:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.LoginResponse'
sessionAuthResponse:
$ref: '#/components/schemas/OAT.Integrations.ByAllAccounts.SessionAuthResponse'
xml:
name: SSOResponse
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header