Orion Advisor Solutions Integrations/New Account API
The Integrations/NewAccount API from Orion Advisor Solutions — 11 operation(s) for integrations/newaccount.
Work with this as data
Every API here is available over the APIs.io API and to AI agents over MCP.
MCP server
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
Tools for apis
7 MCP tools reach this
find_apisBrowse and filter every API in the catalog.get_api_artifactsOne API's artifacts, grouped by type.get_openapiThe primary OpenAPI for this API.find_similar_apisAPIs that look like this one.apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.resolveTurn a domain, URL or GitHub org into the provider it belongs to.find_cohortsEvery scored population of providers in the catalog.
Call it yourself
curl for this page
This API
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-integrations-newaccount-api"
All apis
curl "https://apis.io/api/v1/apis?limit=25"Discovery needs no key. Ratings and market analysis are Pro.
Get an API key
Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.
A second provider on the same verified email joins the account you already have.
OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Integrations/New Account API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/NewAccount
paths:
/v1/Integrations/NewAccount:
post:
tags:
- Integrations/NewAccount
operationId: NewAccount_CustodianNewAccountAsync
parameters:
- name: accountGlobalId
in: query
required: true
schema:
type: string
format: uuid
- name: householdGlobalId
in: query
required: false
schema:
type: string
format: uuid
- name: workflowGlobalId
in: query
required: false
schema:
type: string
format: uuid
- 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: []
summary: New account custodian new account async
x-summary-source: derived
/v1/Integrations/NewAccount/{accountId}/StreetScape:
get:
tags:
- Integrations/NewAccount
operationId: NewAccount_StreetScapeNewAccountAsync
parameters:
- name: accountId
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: New account street scape new account async
x-summary-source: derived
/v1/Integrations/NewAccount/{accountId}/WealthScape:
get:
tags:
- Integrations/NewAccount
operationId: NewAccount_WealthScapeNewAccountAsync
parameters:
- name: accountId
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: New account wealth scape new account async
x-summary-source: derived
/v1/Integrations/NewAccount/Custodians/{custodianGuid}/UploadDocuments:
post:
tags:
- Integrations/NewAccount
operationId: NewAccount_UploadDocumentsAsync
parameters:
- name: custodianGuid
in: path
required: true
schema:
type: string
format: uuid
- 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: []
requestBody:
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
application/x-www-form-urlencoded:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
required: true
summary: New account upload documents async
x-summary-source: derived
/v1/Integrations/NewAccount/DocumentTypes:
get:
tags:
- Integrations/NewAccount
operationId: NewAccount_GetDocumentTypesAsync
parameters:
- 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: New account get document types async
x-summary-source: derived
/v1/Integrations/NewAccount/Fidelity/{accountId}/{location}:
get:
tags:
- Integrations/NewAccount
operationId: NewAccount_FidelityNewAccountAsync
parameters:
- name: accountId
in: path
required: true
schema:
type: integer
format: int32
- name: location
in: path
required: true
schema:
type: string
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
application/json:
schema:
$ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
text/json:
schema:
$ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
application/xml:
schema:
$ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
text/xml:
schema:
$ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
multipart/form-data:
schema:
$ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
security:
- Authorization: []
summary: New account fidelity new account async
x-summary-source: derived
/v1/Integrations/NewAccount/FormsData:
post:
tags:
- Integrations/NewAccount
operationId: NewAccount_SubmitWorkflowDataAsync
parameters:
- 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: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
required: true
summary: New account submit workflow data async
x-summary-source: derived
/v1/Integrations/NewAccount/FormsData/{accountGlobalId}:
get:
tags:
- Integrations/NewAccount
operationId: NewAccount_GetFlattenFormsDataAsync
parameters:
- name: accountGlobalId
in: path
required: true
schema:
type: string
format: uuid
- name: householdGlobalId
in: query
required: false
schema:
type: string
format: uuid
- name: workflowGlobalId
in: query
required: false
schema:
type: string
format: uuid
- 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: []
summary: New account get flatten forms data async
x-summary-source: derived
/v1/Integrations/NewAccount/Pershing/{accountNumber}:
get:
tags:
- Integrations/NewAccount
operationId: NewAccount_GetAccountAsync
parameters:
- name: accountNumber
in: path
required: true
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: []
summary: New account get account async
x-summary-source: derived
/v1/Integrations/NewAccount/Schwab:
post:
tags:
- Integrations/NewAccount
operationId: NewAccount_SchwabNewAccountAsync
parameters:
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: boolean
application/json:
schema:
type: boolean
text/json:
schema:
type: boolean
application/xml:
schema:
type: boolean
text/xml:
schema:
type: boolean
multipart/form-data:
schema:
type: boolean
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/xml:
schema:
items:
type: integer
format: int32
type: array
text/xml:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
required: true
summary: New account schwab new account async
x-summary-source: derived
/v1/Integrations/NewAccount/UploadPershingDocuments:
post:
tags:
- Integrations/NewAccount
operationId: NewAccount_UploadPershingDocumentsAsync
parameters:
- 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: []
requestBody:
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
application/x-www-form-urlencoded:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
required: true
summary: New account upload pershing documents async
x-summary-source: derived
components:
schemas:
OAS.Integrations.Element.DTOs.Datum:
properties:
category:
type: string
key:
type: string
value:
type: object
xml:
name: Datum
type: object
OAS.Integrations.Element.DTOs.Contact:
properties:
_id:
type: integer
format: int32
id:
type: string
firstName:
type: string
middleInitial:
type: object
lastOrEntityName:
type: string
dob:
type: object
email:
type: string
type:
type: string
data:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.Datum'
xml:
name: Datum
wrapped: true
type: array
xml:
name: Contact
type: object
System.ValueTupleOfSystem.StringAndSystem.Boolean:
properties:
item1:
type: string
item2:
type: boolean
xml:
name: ValueTuple`2
type: object
OAS.Integrations.Element.DTOs.WorkflowDataDto:
properties:
_id:
type: integer
format: int32
householdId:
type: integer
format: int32
id:
type: string
name:
type: string
custodianId:
type: string
registrationTypeId:
type: string
contacts:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.Contact'
xml:
name: Contact
wrapped: true
type: array
data:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.Datum'
xml:
name: Datum
wrapped: true
type: array
uploads:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
xml:
name: FormSessionUpload
wrapped: true
type: array
additionalInfo:
type: object
xml:
name: WorkflowDataDto
type: object
OAS.Integrations.Element.DTOs.FormSessionUpload:
properties:
id:
type: string
size:
type: integer
format: int32
fileType:
type: string
fileBase64:
type: string
fileName:
type: string
parentFolderPath:
type: string
createdDate:
type: string
format: date-time
markForDelete:
type: boolean
entityType:
type: integer
format: int32
entityId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
uploadId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
formCollectionId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
formSessionId:
type: string
accountNumber:
type: string
documentType:
type: string
indexValues:
items:
$ref: '#/components/schemas/OAS.Integrations.Element.DTOs.UserFormData'
xml:
name: UserFormData
wrapped: true
type: array
xml:
name: FormSessionUpload
type: object
OAS.Integrations.Element.DTOs.UserFormData:
properties:
syncType:
type: integer
format: int32
key:
type: string
value:
type: object
xml:
name: UserFormData
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header