# Orion Advisor Solutions Integrations/Custodian Dashboard API

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

The Integrations/CustodianDashboard API from Orion Advisor Solutions — 15 operation(s) for integrations/custodiandashboard.

## Operations (15)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Integrations/CustodianDashboard/Account/{accountId}` | Custodian dashboard get init async |
| GET | `/v1/Integrations/CustodianDashboard/AccountBalance/Account/{accountId}` | Custodian dashboard get account balance async |
| GET | `/v1/Integrations/CustodianDashboard/Alerts/Account/{accountId}` | Custodian dashboard get alerts async |
| GET | `/v1/Integrations/CustodianDashboard/Alerts/Account/{accountId}/{alertId}` | Custodian dashboard get alert details async |
| GET | `/v1/Integrations/CustodianDashboard/Auth/Account/{accountId}` | Custodian dashboard get auth async |
| GET | `/v1/Integrations/CustodianDashboard/costbasis/positions/Account/{accountId}` | Custodian dashboard get costbasis position async |
| GET | `/v1/Integrations/CustodianDashboard/costbasis/transactions/Account/{accountId}` | Custodian dashboard get costbasis transactions async |
| GET | `/v1/Integrations/CustodianDashboard/Documents/Account/{accountId}` | Custodian dashboard get documents async |
| GET | `/v1/Integrations/CustodianDashboard/Documents/Account/{accountId}/DocumentType/{documentType}` | Custodian dashboard download document async |
| GET | `/v1/Integrations/CustodianDashboard/Positions/Account/{accountId}` | Custodian dashboard get positions async |
| GET | `/v1/Integrations/CustodianDashboard/RefreshToken` | Custodian dashboard refresh token async |
| GET | `/v1/Integrations/CustodianDashboard/SI/AccountId/{accountId}` | Custodian dashboard stand instruct async |
| GET | `/v1/Integrations/CustodianDashboard/SI/Details/AccountId/{accountId}` | Custodian dashboard stand instruct dets async |
| GET | `/v1/Integrations/CustodianDashboard/SI/Details/ByDetailId/{detailId}/master/{masterAccount}/account/{account}` | Custodian dashboard stand instruct by id async |
| GET | `/v1/Integrations/CustodianDashboard/Transactions/Account/{accountId}` | Custodian dashboard get transactions async |

## Machine-readable artifacts (6)

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

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