Orion Advisor Solutions Integrations/Custodian API
The Integrations/Custodian API from Orion Advisor Solutions — 9 operation(s) for integrations/custodian.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Integrations/Custodian API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/Custodian
paths:
/v1/Integrations/Custodian/Account/{accountId}:
get:
tags:
- Integrations/Custodian
operationId: Custodian_GetCustodianForClientAccountAsync
parameters:
- name: accountId
in: path
required: true
schema:
type: integer
format: int32
- name: cancellation
in: header
required: true
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: Custodian get custodian for client account async
x-summary-source: derived
/v1/Integrations/Custodian/Account/{accountId}/FidelityType:
get:
tags:
- Integrations/Custodian
operationId: Custodian_GetFidelityTypeForClientAccountAsync
parameters:
- name: accountId
in: path
required: true
schema:
type: integer
format: int32
- name: cancellation
in: header
required: true
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: Custodian get fidelity type for client account async
x-summary-source: derived
/v1/Integrations/Custodian/Client/{clientId}:
get:
tags:
- Integrations/Custodian
operationId: Custodian_GetCustodianForClientAsync
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int32
- name: cancellation
in: header
required: true
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
deprecated: true
security:
- Authorization: []
summary: Custodian get custodian for client async
x-summary-source: derived
/v1/Integrations/Custodian/Document:
get:
tags:
- Integrations/Custodian
operationId: Custodian_GetFolders
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
deprecated: true
security:
- Authorization: []
summary: Custodian get folders
x-summary-source: derived
/v1/Integrations/Custodian/Document/{custodian}/{documentType}:
get:
tags:
- Integrations/Custodian
summary: Returns the document
operationId: Custodian_GetV1IntegrationsCustodianDocumentByCustodianByDocumentType
parameters:
- name: custodian
in: path
required: true
schema:
type: string
enum:
- Pershing
- Apex
- TD
- Schwab
- Fidelity
- GoldmanSachs
- Axos
- Undefined
- Brinker_Fidelity
- Arch
- name: documentType
in: path
required: true
schema:
type: string
enum:
- GENERAL_DOCUMENT
- STATEMENTS
- CONFIRMS
- TAX_STATEMENTS
- NOTIFICATIONS
- LETTERS
- CORRESPONDENCE
- TRADES
- THIRD_PARTY_REPORTS
- Tax1099
- Tax1099R
- Tax5489
- name: id
in: query
required: true
schema:
type: string
- name: fileName
in: query
required: false
schema:
type: string
default: ''
- name: custodianToken
in: query
required: false
schema:
type: string
- name: accountNumber
in: query
required: false
schema:
type: string
default: ''
- name: accountType
in: query
required: false
schema:
type: string
default: ''
- name: taxDocType
in: query
required: false
schema:
type: string
default: ''
- name: reportType
in: query
required: false
schema:
type: string
default: ''
- name: ct
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: []
/v1/Integrations/Custodian/Document/{custodian}/{documentType}/{id}:
get:
tags:
- Integrations/Custodian
summary: Returns the document
operationId: Custodian_GetDocumentAsync
parameters:
- name: custodian
in: path
required: true
schema:
type: string
enum:
- Pershing
- Apex
- TD
- Schwab
- Fidelity
- GoldmanSachs
- Axos
- Undefined
- Brinker_Fidelity
- Arch
- name: documentType
in: path
required: true
schema:
type: string
enum:
- GENERAL_DOCUMENT
- STATEMENTS
- CONFIRMS
- TAX_STATEMENTS
- NOTIFICATIONS
- LETTERS
- CORRESPONDENCE
- TRADES
- THIRD_PARTY_REPORTS
- Tax1099
- Tax1099R
- Tax5489
- name: id
in: path
required: true
schema:
type: string
- name: fileName
in: query
required: false
schema:
type: string
default: ''
- name: custodianToken
in: query
required: false
schema:
type: string
- name: accountNumber
in: query
required: false
schema:
type: string
default: ''
- name: accountType
in: query
required: false
schema:
type: string
default: ''
- name: taxDocType
in: query
required: false
schema:
type: string
default: ''
- name: reportType
in: query
required: false
schema:
type: string
default: ''
- name: ct
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: []
/v1/Integrations/Custodian/Document/Client/{clientId}:
get:
tags:
- Integrations/Custodian
summary: This is the starting point for getting Client Custodian Documents
operationId: Custodian_GetSetUpCustodianForClientAsync
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int32
- name: ct
in: header
required: true
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/Custodian/Document/Client/BrinkerTest/{clientId}:
get:
tags:
- Integrations/Custodian
operationId: Custodian_TestBrinkerAsync
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int32
- name: ct
in: header
required: true
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: Custodian test brinker async
x-summary-source: derived
/v1/Integrations/Custodian/Document/Custodian/{custodian}/Client/{orionClientId}:
get:
tags:
- Integrations/Custodian
summary: Get documents for by custodian and client Id
operationId: Custodian_GetDocumentsByClientAsync
parameters:
- name: custodian
in: path
description: The custodian to use.
required: true
schema:
type: string
enum:
- Pershing
- Apex
- TD
- Schwab
- Fidelity
- GoldmanSachs
- Axos
- Undefined
- Brinker_Fidelity
- Arch
- name: orionClientId
in: path
description: The Orion Client ID
required: true
schema:
type: integer
format: int32
- name: startDate
in: query
description: Optional starting date range. If null the last year will be returned.
required: false
schema:
type: string
format: date-time
- name: endDate
in: query
description: Optional ending date range. If null the last year will be returned.
required: false
schema:
type: string
format: date-time
- name: documentTypes
in: query
description: The types of documents you want back. If null all will be returned.
required: false
style: form
explode: true
schema:
type: array
items:
type: string
enum:
- GENERAL_DOCUMENT
- STATEMENTS
- CONFIRMS
- TAX_STATEMENTS
- NOTIFICATIONS
- LETTERS
- CORRESPONDENCE
- TRADES
- THIRD_PARTY_REPORTS
- Tax1099
- Tax1099R
- Tax5489
- name: custodianToken
in: query
description: A token to be passed to the custodian.
required: false
schema:
type: string
- name: ct
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: []
components:
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header