Orion Advisor Solutions

Orion Advisor Solutions Integrations/Custodial Integrator API

The Integrations/CustodialIntegrator API from Orion Advisor Solutions — 38 operation(s) for integrations/custodialintegrator.

GitHub OpenAPI

Operations 59

GET /v1/Integrations/CustodialIntegrator/AkoyaAccounts Get all AkoyaAccounts #
GET /v1/Integrations/CustodialIntegrator/AkoyaAccounts/{key} Gets the AkoyaAccount that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/AkoyaAccounts/{key} Updates the AkoyaAccount that has the provided key. #
GET /v1/Integrations/CustodialIntegrator/AkoyaAccounts/Logs Gets Account Logs from the database. #
GET /v1/Integrations/CustodialIntegrator/AkoyaAccounts/Simple Gets Akoya Accounts simple object #
GET /v1/Integrations/CustodialIntegrator/AkoyaGlobalSymbols Get all AkoyaGlobalSymbols #
POST /v1/Integrations/CustodialIntegrator/AkoyaGlobalSymbols Akoya global symbol upsert akoya global symbols async #
POST /v1/Integrations/CustodialIntegrator/AkoyaGlobalSymbols/Delete Akoya global symbol delete akoya global symbols async #
GET /v1/Integrations/CustodialIntegrator/AkoyaGlobalSymbols/Institutions Akoya global symbol get all institutions #
GET /v1/Integrations/CustodialIntegrator/ByAllAccounts Get all ByAllAccounts #
POST /v1/Integrations/CustodialIntegrator/ByAllAccounts Adds a new ByAllAccount to the database #
GET /v1/Integrations/CustodialIntegrator/ByAllAccounts/{key} Gets the ByAllAccount that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllAccounts/{key} Updates the ByAllAccount that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllAccounts/Action/Backdate Backdates a list of ByAllAccounts to the specified date #
PUT /v1/Integrations/CustodialIntegrator/ByAllAccounts/Action/Delete Custodial integrator by all accounts action delete #
GET /v1/Integrations/CustodialIntegrator/ByAllGlobalSymbols Get all ByAllGlobalSymbols #
POST /v1/Integrations/CustodialIntegrator/ByAllGlobalSymbols Adds a new ByAllGlobalSymbol to the database #
GET /v1/Integrations/CustodialIntegrator/ByAllGlobalSymbols/{key} Gets the ByAllGlobalSymbol that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllGlobalSymbols/{key} Updates the ByAllGlobalSymbol that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllGlobalSymbols/Action/Delete By all global symbols action delete #
GET /v1/Integrations/CustodialIntegrator/ByAllLocalSymbols Get all ByAllLocalSymbols #
POST /v1/Integrations/CustodialIntegrator/ByAllLocalSymbols Adds a new ByAllLocalSymbol to the database #
GET /v1/Integrations/CustodialIntegrator/ByAllLocalSymbols/{key} Gets the ByAllLocalSymbol that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllLocalSymbols/{key} Updates the ByAllLocalSymbol that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllLocalSymbols/Action/Delete By all local symbols action delete #
GET /v1/Integrations/CustodialIntegrator/ByAllNoteMappings Get all ByAllByAllNoteMappings #
POST /v1/Integrations/CustodialIntegrator/ByAllNoteMappings Adds a new ByAllNoteMapping to the database #
GET /v1/Integrations/CustodialIntegrator/ByAllNoteMappings/{key} Gets the ByAllNoteMapping that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllNoteMappings/{key} Updates the ByAllNoteMapping that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllNoteMappings/Action/Delete By all note mappings action delete #
GET /v1/Integrations/CustodialIntegrator/ByAllOffsetSymbol Get all Offset Symbols #
POST /v1/Integrations/CustodialIntegrator/ByAllOffsetSymbol Create new Offset Symbol #
GET /v1/Integrations/CustodialIntegrator/ByAllOffsetSymbol/{key} Get Offset Symbol by key #
PUT /v1/Integrations/CustodialIntegrator/ByAllOffsetSymbol/{key} Update Offset Symbol by key #
PUT /v1/Integrations/CustodialIntegrator/ByAllOffsetSymbol/Action/Delete By all offset symbol action delete #
GET /v1/Integrations/CustodialIntegrator/ByAllTreatments Get all ByAllTreatments #
POST /v1/Integrations/CustodialIntegrator/ByAllTreatments Adds a new ByAllTreatment to the database #
GET /v1/Integrations/CustodialIntegrator/ByAllTreatments/{key} Gets the ByAllTreatment that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllTreatments/{key} Updates the ByAllTreatment that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/ByAllTreatments/Action/Delete By all treatments action delete #
GET /v1/Integrations/CustodialIntegrator/ByAllTreatmentTypes Get all ByAllTreatmentTypes #
GET /v1/Integrations/CustodialIntegrator/PlaidAccounts Gets all of the Plaid accounts #
GET /v1/Integrations/CustodialIntegrator/PlaidAccounts/{key} Gets the PlaidAccount that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidAccounts/{key} Updates the PlaidAccount that has the provided key. #
GET /v1/Integrations/CustodialIntegrator/PlaidNoteMappings Get all PlaidNoteMappings #
POST /v1/Integrations/CustodialIntegrator/PlaidNoteMappings Plaid note mappings create entity #
GET /v1/Integrations/CustodialIntegrator/PlaidNoteMappings/{key} Gets the PlaidNoteMapping that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidNoteMappings/{key} Updates the PlaidNoteMapping that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidNoteMappings/Action/Delete Plaid note mappings action delete #
GET /v1/Integrations/CustodialIntegrator/PlaidSecurityMappings Get all PlaidSecurityMappings #
POST /v1/Integrations/CustodialIntegrator/PlaidSecurityMappings Plaid security mappings create entity #
GET /v1/Integrations/CustodialIntegrator/PlaidSecurityMappings/{key} Gets the PlaidSecurityMapping that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidSecurityMappings/{key} Updates the PlaidSecurityMapping that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidSecurityMappings/Action/Delete Plaid security mappings action delete #
GET /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides Get all PlaidUnitBalanceOverrides #
POST /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides Plaid unit balance overrides create entity #
GET /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides/{key} Gets the PlaidUnitBalanceOverride that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides/{key} Updates the PlaidUnitBalanceOverride that has the provided key. #
PUT /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides/Action/Delete Plaid unit balance overrides action delete #

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-integrations-custodialintegrator-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-integrations-custodialintegrator-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Custodial Integrator 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-integrations-custodialintegrator-api-openapi.yml