Orion Advisor Solutions

Orion Advisor Solutions Integrations/Pershing API

The Integrations/Pershing API from Orion Advisor Solutions — 11 operation(s) for integrations/pershing.

GitHub OpenAPI

Operations 12

GET /v1/Integrations/Pershing/Action/SAML Pershing start SSO async #
GET /v1/Integrations/Pershing/HistoricalActivities Pershing get historical activities async #
GET /v1/Integrations/Pershing/IntradayActivities Pershing get intraday activities async #
GET /v1/Integrations/Pershing/IntradayHoldings Pershing get intraday holdings async #
GET /v1/Integrations/Pershing/NetX360User Pershing get V1 integrations pershing net X360 user #
PUT /v1/Integrations/Pershing/NetX360User Pershing net X360 user async #
GET /v1/Integrations/Pershing/PershingClientPortalDocuments Pershing check for pershing client portal documents async #
GET /v1/Integrations/Pershing/PriorDayBalances Pershing get prior day balances async #
GET /v1/Integrations/Pershing/PriorDayHoldings Pershing get prior day holdings async #
GET /v1/Integrations/Pershing/RegistrationTypes Pershing get registration types #
GET /v1/Integrations/Pershing/TransferableHoldings Pershing get transferable holdings async #
POST /v1/Integrations/Pershing/UploadPDFDocument This operation uploads a document to Pershing NetX360 or to Albridge Document… #

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-pershing-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-pershing-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Pershing API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/Pershing
paths:
  /v1/Integrations/Pershing/Action/SAML:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_StartSSOAsync
      parameters:
      - name: deepLink
        in: query
        required: false
        schema:
          type: string
          enum:
          - None
          - Alerts
          - Balances
          - AccountServices
          - OrderStatus
          - AccountSummary
          - ReportCenter
      - name: accountNumber
        in: query
        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: []
      summary: Pershing start SSO async
      x-summary-source: derived
  /v1/Integrations/Pershing/HistoricalActivities:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetHistoricalActivitiesAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: dto.activityTypeName
        in: query
        required: false
        schema:
          type: string
      - name: dto.securityIdentifierTypeCode
        in: query
        required: false
        schema:
          type: string
      - name: dto.securityIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.asOfDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: dto.endDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: dto.recordReturnCount
        in: query
        required: false
        schema:
          type: integer
          format: int64
      - name: dto.scrollKey
        in: query
        required: false
        schema:
          type: string
      - name: dto.accountIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.multiTenantAuthenticationClientIdentifier
        in: query
        required: false
        schema:
          type: string
      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: Pershing get historical activities async
      x-summary-source: derived
  /v1/Integrations/Pershing/IntradayActivities:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetIntradayActivitiesAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: dto.activityTypeName
        in: query
        required: false
        schema:
          type: string
          enum:
          - ALL
          - TRADE_ONLY
          - DIVIDEND_INTEREST
          - CASH_WITHDRAWAL_OR_DEPOSIT
          - COMMON_STOCK
          - PREFERRED_STOCK
          - OPTION
          - MUTUAL_FUND
          - BOND
          - CD
          - OTHER
          - ACH_TRANSACTIONS
          - JOURNAL_TRANSACTIONS
          - CHECK_TRANSACTIONS
      - name: dto.securityIdentifierTypeCode
        in: query
        required: false
        schema:
          type: string
          enum:
          - ALL
          - CUSIP
          - SYMBOL
          - ISIN
          - SEDOL
      - name: dto.securityIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.recordReturnCount
        in: query
        required: false
        schema:
          type: integer
          format: int32
      - name: dto.scrollKey
        in: query
        required: false
        schema:
          type: string
      - name: dto.accountIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.multiTenantAuthenticationClientIdentifier
        in: query
        required: false
        schema:
          type: string
      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: Pershing get intraday activities async
      x-summary-source: derived
  /v1/Integrations/Pershing/IntradayHoldings:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetIntradayHoldingsAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: dto.viewingCurrency
        in: query
        required: false
        schema:
          type: string
      - name: dto.requestIdentifier
        in: query
        required: false
        schema:
          type: integer
          format: int64
      - name: dto.recordReturnCount
        in: query
        required: false
        schema:
          type: integer
          format: int64
      - name: dto.scrollKey
        in: query
        required: false
        schema:
          type: string
      - name: dto.accountIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.multiTenantAuthenticationClientIdentifier
        in: query
        required: false
        schema:
          type: string
      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: Pershing get intraday holdings async
      x-summary-source: derived
  /v1/Integrations/Pershing/NetX360User:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetV1IntegrationsPershingNetX360User
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
      security:
      - Authorization: []
      summary: Pershing get V1 integrations pershing net X360 user
      x-summary-source: derived
    put:
      tags:
      - Integrations/Pershing
      operationId: Pershing_NetX360UserAsync
      parameters:
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.DataModel.Integration.Pershing.netXuser'
        required: true
      summary: Pershing net X360 user async
      x-summary-source: derived
  /v1/Integrations/Pershing/PershingClientPortalDocuments:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_CheckForPershingClientPortalDocumentsAsync
      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: Pershing check for pershing client portal documents async
      x-summary-source: derived
  /v1/Integrations/Pershing/PriorDayBalances:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetPriorDayBalancesAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: dto.viewingCurrency
        in: query
        required: false
        schema:
          type: string
      - name: dto.accountIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.multiTenantAuthenticationClientIdentifier
        in: query
        required: false
        schema:
          type: string
      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: Pershing get prior day balances async
      x-summary-source: derived
  /v1/Integrations/Pershing/PriorDayHoldings:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetPriorDayHoldingsAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: dto.viewingCurrency
        in: query
        required: false
        schema:
          type: string
      - name: dto.recordReturnCount
        in: query
        required: false
        schema:
          type: integer
          format: int64
      - name: dto.scrollKey
        in: query
        required: false
        schema:
          type: string
      - name: dto.accountIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.multiTenantAuthenticationClientIdentifier
        in: query
        required: false
        schema:
          type: string
      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: Pershing get prior day holdings async
      x-summary-source: derived
  /v1/Integrations/Pershing/RegistrationTypes:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetRegistrationTypes
      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: Pershing get registration types
      x-summary-source: derived
  /v1/Integrations/Pershing/TransferableHoldings:
    get:
      tags:
      - Integrations/Pershing
      operationId: Pershing_GetTransferableHoldingsAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: dto.holdingsRequestTypeCode
        in: query
        required: false
        schema:
          type: string
      - name: dto.journalAccountProcessingTypeCode
        in: query
        required: false
        schema:
          type: string
      - name: dto.scrollDirectionCode
        in: query
        required: false
        schema:
          type: string
      - name: dto.scrollKey
        in: query
        required: false
        schema:
          type: string
      - name: dto.accountTransferAssetTypeFilter
        in: query
        required: false
        schema:
          type: string
      - name: dto.recordReturnCount
        in: query
        required: false
        schema:
          type: integer
          format: int64
      - name: dto.symbols
        in: query
        required: false
        style: form
        explode: true
        schema:
          type: array
          items: {}
      - name: dto.accountIdentifier
        in: query
        required: false
        schema:
          type: string
      - name: dto.multiTenantAuthenticationClientIdentifier
        in: query
        required: false
        schema:
          type: string
      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: Pershing get transferable holdings async
      x-summary-source: derived
  /v1/Integrations/Pershing/UploadPDFDocument:
    post:
      tags:
      - Integrations/Pershing
      summary: This operation uploads a document to Pershing NetX360 or to Albridge Document…
      operationId: Pershing_UploadDocumentAsync
      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: []
components:
  schemas:
    OAS.DataModel.Integration.Pershing.netXuser:
      properties:
        username:
          type: string
      xml:
        name: netXuser
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header