# Orion Advisor Solutions Integrations/Custodial Integrator API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-custodialintegrator-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/Custodial Integrator 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/CustodialIntegrator. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Integrations/CustodialIntegrator API from Orion Advisor Solutions — 38 operation(s) for integrations/custodialintegrator. ## Operations (59) | Method | Path | Summary | |---|---|---| | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-custodialintegrator-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/CustodialIntegrator --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-custodialintegrator-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.