Orion Advisor Solutions

Orion Advisor Solutions Integrations/Schwab Alliance API

The Integrations/SchwabAlliance API from Orion Advisor Solutions — 14 operation(s) for integrations/schwaballiance.

GitHub OpenAPI

Operations 15

GET /v1/Integrations/SchwabAlliance/Action/SAML Schwab alliance start SSO async #
GET /v1/Integrations/SchwabAlliance/GetAccountBlockNumbers Schwab alliance get account block numbers async #
GET /v1/Integrations/SchwabAlliance/GetToken Schwab alliance get token async #
GET /v1/Integrations/SchwabAlliance/IntegratedFirms/{firmId}/Users Gets Schwab-integrated users for a specific firm. #
GET /v1/Integrations/SchwabAlliance/IntegratedFirms/Summary Gets all Schwab-integrated firms with user counts. #
DELETE /v1/Integrations/SchwabAlliance/IntegratedUsers/{userId}/{userDetailId} Clears the Schwab Alliance connection for a specific user. #
GET /v1/Integrations/SchwabAlliance/IntegratedUsers/Firm Gets Schwab-integrated users for the current user's firm. #
GET /v1/Integrations/SchwabAlliance/Redirect Schwab alliance get redirect url async #
GET /v1/Integrations/SchwabAlliance/RefreshToken Schwab alliance refresh token async #
POST /v1/Integrations/SchwabAlliance/ReserveAccountBlockNumbers Schwab alliance reserve account block numbers async #
GET /v1/Integrations/SchwabAlliance/ServiceAccount Schwab alliance get service account async #
POST /v1/Integrations/SchwabAlliance/ServiceAccount Schwab alliance post service account async #
GET /v1/Integrations/SchwabAlliance/ServiceAccount/AllTokens Schwab alliance service account async #
POST /v1/Integrations/SchwabAlliance/ServiceAccount/Delete Schwab alliance delete service account async #
GET /v1/Integrations/SchwabAlliance/UserToken Schwab alliance user 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-schwaballiance-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-schwaballiance-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Schwab Alliance API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/SchwabAlliance
paths:
  /v1/Integrations/SchwabAlliance/Action/SAML:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_StartSSOAsync
      parameters:
      - name: landingpage
        in: query
        required: true
        schema:
          type: string
      - 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: Schwab alliance start SSO async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/GetAccountBlockNumbers:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_GetAccountBlockNumbersAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
      security:
      - Authorization: []
      summary: Schwab alliance get account block numbers async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/GetToken:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_GetTokenAsync
      parameters:
      - name: code
        in: query
        required: true
        schema:
          type: string
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
      security:
      - Authorization: []
      summary: Schwab alliance get token async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/IntegratedFirms/{firmId}/Users:
    get:
      tags:
      - Integrations/SchwabAlliance
      summary: Gets Schwab-integrated users for a specific firm.
      operationId: SchwabAlliance_GetIntegratedFirmUsersAsync
      parameters:
      - name: firmId
        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: []
  /v1/Integrations/SchwabAlliance/IntegratedFirms/Summary:
    get:
      tags:
      - Integrations/SchwabAlliance
      summary: Gets all Schwab-integrated firms with user counts.
      operationId: SchwabAlliance_GetIntegratedFirmsSummaryAsync
      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: []
  /v1/Integrations/SchwabAlliance/IntegratedUsers/{userId}/{userDetailId}:
    delete:
      tags:
      - Integrations/SchwabAlliance
      summary: Clears the Schwab Alliance connection for a specific user.
      operationId: SchwabAlliance_ClearUserConnectionAsync
      parameters:
      - name: userId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: userDetailId
        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: []
  /v1/Integrations/SchwabAlliance/IntegratedUsers/Firm:
    get:
      tags:
      - Integrations/SchwabAlliance
      summary: Gets Schwab-integrated users for the current user's firm.
      operationId: SchwabAlliance_GetFirmIntegratedUsersAsync
      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: []
  /v1/Integrations/SchwabAlliance/Redirect:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_GetRedirectUrlAsync
      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: Schwab alliance get redirect url async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/RefreshToken:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_RefreshTokenAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
      security:
      - Authorization: []
      summary: Schwab alliance refresh token async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/ReserveAccountBlockNumbers:
    post:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_ReserveAccountBlockNumbersAsync
      parameters:
      - name: numberOfAccounts
        in: query
        required: true
        schema:
          type: integer
          format: int32
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse'
      security:
      - Authorization: []
      summary: Schwab alliance reserve account block numbers async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/ServiceAccount:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_GetServiceAccountAsync
      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: Schwab alliance get service account async
      x-summary-source: derived
    post:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_PostServiceAccountAsync
      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:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
        required: true
      summary: Schwab alliance post service account async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/ServiceAccount/AllTokens:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_ServiceAccountAsync
      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: Schwab alliance service account async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/ServiceAccount/Delete:
    post:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_DeleteServiceAccountAsync
      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:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto'
        required: true
      summary: Schwab alliance delete service account async
      x-summary-source: derived
  /v1/Integrations/SchwabAlliance/UserToken:
    get:
      tags:
      - Integrations/SchwabAlliance
      operationId: SchwabAlliance_UserTokenAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.SchwabAllianceToken'
      security:
      - Authorization: []
      summary: Schwab alliance user token async
      x-summary-source: derived
components:
  schemas:
    OAS.Integrations.SchwabAlliance.SchwabAllianceToken:
      properties:
        access_token:
          type: string
        refresh_token:
          type: string
        scope:
          type: string
        token_type:
          type: string
        expires_in:
          type: integer
          format: int32
        expires_datetime:
          type: string
          format: date-time
        id_token:
          type: string
      xml:
        name: SchwabAllianceToken
      type: object
    OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersError:
      properties:
        id:
          type: string
        status:
          type: string
        title:
          type: string
        detail:
          type: string
        source:
          $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersErrorSource'
      xml:
        name: AccountBlockNumbersError
      type: object
    OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponse:
      properties:
        data:
          $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponseData'
        errors:
          items:
            $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersError'
          xml:
            name: AccountBlockNumbersError
            wrapped: true
          type: array
      xml:
        name: AccountBlockNumbersRetrieveResponse
      type: object
    OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersErrorSource:
      properties:
        header:
          type: string
      xml:
        name: AccountBlockNumbersErrorSource
      type: object
    OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponseAccount:
      properties:
        account:
          type: integer
          format: int32
        updatedBy:
          type: string
        UpdatedDate:
          type: string
          format: date-time
      xml:
        name: AccountBlockNumbersRetrieveResponseAccount
      type: object
    OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponseData:
      properties:
        id:
          type: string
        type:
          type: string
        attributes:
          $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponseAttributes'
      xml:
        name: AccountBlockNumbersRetrieveResponseData
      type: object
    OAS.Integrations.SchwabV2.Shared.SchwabSAPostDto:
      properties:
        alClientId:
          type: integer
          format: int32
        userId:
          type: integer
          format: int32
        userDtlId:
          type: integer
          format: int32
        type:
          type: string
          enum:
          - NotSet
          - RMD
          - BlockAccountNumber
      xml:
        name: SchwabSAPostDto
      type: object
    OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponseAttributes:
      properties:
        status:
          type: string
        maxLimit:
          type: integer
          format: int32
        available:
          type: integer
          format: int32
        reserved:
          type: integer
          format: int32
        accounts:
          items:
            $ref: '#/components/schemas/OAS.Integrations.SchwabAlliance.Models.AccountBlockNumbersRetrieveResponseAccount'
          xml:
            name: AccountBlockNumbersRetrieveResponseAccount
            wrapped: true
          type: array
      xml:
        name: AccountBlockNumbersRetrieveResponseAttributes
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header