# Orion Advisor Solutions Integrations/Eclipse API

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

The Integrations/Eclipse API from Orion Advisor Solutions — 57 operation(s) for integrations/eclipse.

## Operations (60 of 61)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Integrations/Eclipse/Accounts/{accountId}/Holdings` | Integrations eclipse get holdings by account |
| GET | `/v1/Integrations/Eclipse/Accounts/External/{externalAccountId}` | Return the Eclipse account based on OC account and firm ids |
| POST | `/v1/Integrations/Eclipse/Actions/InitiateV2ImportOnEclipse` | Initiates the Import Process on EclipseV2 |
| POST | `/v1/Integrations/Eclipse/Actions/StartExtract` | This was the endpoint for starting the V1 Import process. |
| POST | `/v1/Integrations/Eclipse/Actions/StartExtractV2` | Starts the Eclipse extract, which notifies eclipse the extract is starting… |
| PUT | `/v1/Integrations/Eclipse/Actions/UpdateSleevePortfolio/{regId}/{firmId}` | Sync sleeve changes from Orion to Eclipse |
| GET | `/v1/Integrations/Eclipse/ClientPortal/{accountId}/CashInfo` | Get cash info for an account from eclipse given an orion account id |
| GET | `/v1/Integrations/Eclipse/ClientPortal/Account/{accountId}/TradedToday` | Get all the current trade orders from eclipse |
| GET | `/v1/Integrations/Eclipse/ClientPortal/Allocations/{accountId}/{modelAggId}` | Get model allocations |
| PUT | `/v1/Integrations/Eclipse/ClientPortal/DeleteTradeInstance` | Client portal originally used TradeRequestInstancesController, ActionDisable(). |
| POST | `/v1/Integrations/Eclipse/ClientPortal/GenerateTrades` | Generates trades of any type based on the instructions in the tradeDefinition… |
| POST | `/v1/Integrations/Eclipse/ClientPortal/Rebalance/{portfolioId}` | Rebalance the portfolio. With TOM, it rebalances by account thru client portal |
| POST | `/v1/Integrations/Eclipse/ClientPortal/ValidateTrades` | Validate trades against eclipse v2 /api/v2/TradeOrder/Trades/Action/Validate |
| POST | `/v1/Integrations/Eclipse/CreateOrders` | Integrations eclipse create orders from eclipse |
| POST | `/v1/Integrations/Eclipse/CreatePendingTransactions` | Create pending transactions from orders that were created in Eclipse |
| POST | `/v1/Integrations/Eclipse/DeleteTransactions` | Delete transactions that are linked to orders deleted in Eclipse |
| GET | `/v1/Integrations/Eclipse/Firms` | Returns all the Eclipse firms in AdviosrLynx |
| POST | `/v1/Integrations/Eclipse/Firms` | Creates new Eclipse Firm in the OAS Database |
| GET | `/v1/Integrations/Eclipse/Firms/{key}` | Returns all the Eclipse Firm AlClient information in AdviosrLynx |
| PUT | `/v1/Integrations/Eclipse/Firms/{key}` | Edit Eclipse Firm and Eclipse Firm AlClient |
| DELETE | `/v1/Integrations/Eclipse/Firms/{key}` | Deletes the existing Sleeve Strategy |
| GET | `/v1/Integrations/Eclipse/Firms/ByAlClientId/{key}` | Returns all the Eclipse Firm AlClient information in AdviosrLynx |
| GET | `/v1/Integrations/Eclipse/Firms/DefaultByAlClientId/{key}` | Integrations eclipse get default eclipse firm by al client id |
| POST | `/v1/Integrations/Eclipse/Firms/SetDefaultEclipseFirmForAlClient` | Integrations eclipse set default eclipse firm for al client async |
| GET | `/v1/Integrations/Eclipse/Households/{clientId}/Portfolios` | Integrations eclipse get porfolios by client id |
| GET | `/v1/Integrations/Eclipse/Households/{clientId}/TradeOrder/Instances` | Integrations eclipse get trade order instances for household |
| POST | `/v1/Integrations/Eclipse/Instances/{instanceId}/UpdateStatus` | Integrations eclipse update instance status |
| POST | `/v1/Integrations/Eclipse/ModelAssignment` | Update model assignment for accounts, and sets/update portfolio allocation… |
| GET | `/v1/Integrations/Eclipse/Models/{modelId}` | Integrations eclipse get model |
| GET | `/v1/Integrations/Eclipse/Models/{modelId}/Allocations` | Integrations eclipse get allocations for model |
| POST | `/v1/Integrations/Eclipse/Models/{modelId}/Portfolios/{portfolioId}` | Integrations eclipse assign model to portfolio |
| DELETE | `/v1/Integrations/Eclipse/Models/{modelId}/Portfolios/{portfolioId}` | Integrations eclipse un assign model from portfolio |
| GET | `/v1/Integrations/Eclipse/Models/Search` | Integrations eclipse get models |
| POST | `/v1/Integrations/Eclipse/ModelUpdate` | Create, Update, Delete sync of Models from Eclipse to Orion |
| GET | `/v1/Integrations/Eclipse/Portfolio/CustodialInformation` | Returns information about the accounts and or sleeves associated to the account. |
| PUT | `/v1/Integrations/Eclipse/Portfolio/Portfolios/Update` | Updates the portfolio trade blocked field |
| POST | `/v1/Integrations/Eclipse/PortfolioAssignment` | Integrations eclipse portfolio assignment from eclipse |
| POST | `/v1/Integrations/Eclipse/PortfolioAssignment/InitiateSync` | Integrations eclipse initiate portfolio assignment sync |
| POST | `/v1/Integrations/Eclipse/Portfolios` | Eclipse portfolios get eclipse portfolio id async |
| GET | `/v1/Integrations/Eclipse/Portfolios/{entity}/{entityId}` | Eclipse portfolios get eclipse portfolios by entity async |
| GET | `/v1/Integrations/Eclipse/Portfolios/{portfolioId}` | Integrations eclipse get porfolio by id |
| GET | `/v1/Integrations/Eclipse/Portfolios/{portfolioId}/Allocations` | Integrations eclipse get allocations for portfolio |
| GET | `/v1/Integrations/Eclipse/Portfolios/{portfolioId}/Holdings` | Integrations eclipse get holdings by portfolio |
| GET | `/v1/Integrations/Eclipse/Portfolios/{portfolioId}/Pending/Model` | Integrations eclipse get pending model for portfolio |
| POST | `/v1/Integrations/Eclipse/Portfolios/{portfolioId}/Rebalance` | Integrations eclipse rebalance portfolio |
| GET | `/v1/Integrations/Eclipse/Portfolios/{portfolioId}/V2Allocations` | Integrations eclipse get allocations for portfolio V2 |
| POST | `/v1/Integrations/Eclipse/Portfolios/ByOrionAccount/Rebalance` | Integrations eclipse rebalance by orion accounts |
| GET | `/v1/Integrations/Eclipse/Privileges` | Integrations eclipse get privileges |
| GET | `/v1/Integrations/Eclipse/Securities/Search` | Integrations eclipse get securities |
| GET | `/v1/Integrations/Eclipse/Securities/Search/{resultsCount}` | Integrations eclipse get V1 integrations eclipse securities search by results… |
| POST | `/v1/Integrations/Eclipse/TradeAnalysisReports` | Integrations eclipse reverse sync trade analysis reports |
| POST | `/v1/Integrations/Eclipse/TradeOrder/Distributions` | Integrations eclipse generate distribution trade |
| GET | `/v1/Integrations/Eclipse/TradeOrder/Instances/{tradeOrderInstanceId}/Trades` | Integrations eclipse get trades for trade order instance |
| POST | `/v1/Integrations/Eclipse/TradeOrder/Trades` | Integrations eclipse generate trades |
| POST | `/v1/Integrations/Eclipse/TradeOrder/Trades/Validate` | Integrations eclipse validate trades |
| DELETE | `/v1/Integrations/Eclipse/TradeOrders/Instances/{tradeOrderInstanceId}` | Integrations eclipse delete trade order instance |
| GET | `/v1/Integrations/Eclipse/Trading/RaiseCash/Methods` | Integrations eclipse get raise cash trade methods |
| GET | `/v1/Integrations/Eclipse/Trading/SpendCash/Methods` | Integrations eclipse get spend cash trade methods |
| POST | `/v1/Integrations/Eclipse/UpdateDoNotTrade` | With the release of the Multi-Trade Block Feature, this endpoint will no longer… |
| POST | `/v1/Integrations/Eclipse/UpdateSma` | Integrations eclipse reverse sync update account sma by list async |

…and 1 more operations. They are listed in full on the page.

## Machine-readable artifacts (6)

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

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