Orion Advisor Solutions

Orion Advisor Solutions Integrations/Fidelity API

The Integrations/Fidelity API from Orion Advisor Solutions — 20 operation(s) for integrations/fidelity.

GitHub OpenAPI

Operations 21

GET /v1/Integrations/Fidelity/AccountPositions Fidelity account positions async #
GET /v1/Integrations/Fidelity/AccountTrxHistory Fidelity account trx history async #
GET /v1/Integrations/Fidelity/AcctBalance quoteCode can have three values R - Real-time Price - Price obtained at the… #
GET /v1/Integrations/Fidelity/ClientDocuments/Traceroute/{clientId} Fidelity client docuemtns traceroute async #
GET /v1/Integrations/Fidelity/ClientDocumentToken/Client/{clientId} A list of all the Clients Tokens for this Client #
POST /v1/Integrations/Fidelity/ClientDocumentToken/Client/{clientId} Adds a new Client to Fidelity Documents #
DELETE /v1/Integrations/Fidelity/ClientDocumentToken/Client/{clientId}/{opaqueId} Deletes opaqueId for this client with this ID #
GET /v1/Integrations/Fidelity/ClientDocumentToken/Refresh/Client/{clientId} Fidelity refresh client document tokens async #
GET /v1/Integrations/Fidelity/Echotest Fidelity echo test async #
GET /v1/Integrations/Fidelity/GetInvestorAlertMessages Fidelity get investor alert messages async #
GET /v1/Integrations/Fidelity/GetSubscriberAlertMessagesCount Fidelity get subscriber alert messages count async #
GET /v1/Integrations/Fidelity/GetSubscriberAlertsMessages Fidelity get subscriber alerts messages async #
GET /v1/Integrations/Fidelity/GetUserAlertMessagesCount Fidelity get user alert messages count async #
POST /v1/Integrations/Fidelity/NewPortfolio/Pending Gets pending accounts from Akoya for the specified client #
POST /v1/Integrations/Fidelity/PreGen Fidelity pregen accounts async #
GET /v1/Integrations/Fidelity/Streetscape/Redirect Fidelity get streetscape redirect url async #
GET /v1/Integrations/Fidelity/Streetscape/SSO Connects through a single-sign-on (SSO) to Streetscape #
GET /v1/Integrations/Fidelity/Streetscape/Token Fidelity get streetscape token async #
GET /v1/Integrations/Fidelity/Wealthscape/Redirect Fidelity get wealth scape redirect url async #
GET /v1/Integrations/Fidelity/Wealthscape/SSO Connects through a single-sign-on (SSO) to Wealthscape #
GET /v1/Integrations/Fidelity/Wealthscape/Token Fidelity get wealthscape token async #

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-fidelity-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-fidelity-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Fidelity 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-fidelity-api-openapi.yml