Orion Advisor Solutions

Orion Advisor Solutions Integrations/Schwab Service Request API

The Integrations/SchwabServiceRequest API from Orion Advisor Solutions — 6 operation(s) for integrations/schwabservicerequest.

GitHub OpenAPI

Operations 6

POST /v1/Integrations/SchwabServiceRequest/{householdId}/UpdateAddress Method to update address in Schwab #
POST /v1/Integrations/SchwabServiceRequest/Create Method send a request to Schwab Request Center #
POST /v1/Integrations/SchwabServiceRequest/CreateV2 Schwab service request create schwab service request async #
GET /v1/Integrations/SchwabServiceRequest/test Schwab service request test get async #
GET /v1/Integrations/SchwabServiceRequest/Topics Method to request center topics picklist #
GET /v1/Integrations/SchwabServiceRequest/TopicsV2 Schwab service request get schwab request center topics V2 async #

Documentation

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Documentation
https://developers.orionadvisor.com/quick-start/
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Documentation
https://developers.orionadvisor.com/guides/
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APIReference
https://api.orionadvisor.com/api/swagger/ui/index
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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-schwabservicerequest-api-openapi.yml

Other Resources

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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-schwabservicerequest-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Schwab Service Request API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/SchwabServiceRequest
paths:
  /v1/Integrations/SchwabServiceRequest/{householdId}/UpdateAddress:
    post:
      tags:
      - Integrations/SchwabServiceRequest
      summary: Method to update address in Schwab
      operationId: SchwabServiceRequest_UpdateAddressAsync
      parameters:
      - name: householdId
        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/SchwabServiceRequest/Create:
    post:
      tags:
      - Integrations/SchwabServiceRequest
      summary: Method send a request to Schwab Request Center
      operationId: SchwabServiceRequest_CreateRequestCenterTicketAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData'
          application/json:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData'
          text/json:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData'
        required: true
  /v1/Integrations/SchwabServiceRequest/CreateV2:
    post:
      tags:
      - Integrations/SchwabServiceRequest
      operationId: SchwabServiceRequest_CreateSchwabServiceRequestAsync
      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.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto'
        required: true
      summary: Schwab service request create schwab service request async
      x-summary-source: derived
  /v1/Integrations/SchwabServiceRequest/test:
    get:
      tags:
      - Integrations/SchwabServiceRequest
      operationId: SchwabServiceRequest_TestGetAsync
      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 service request test get async
      x-summary-source: derived
  /v1/Integrations/SchwabServiceRequest/Topics:
    get:
      tags:
      - Integrations/SchwabServiceRequest
      summary: Method to request center topics picklist
      operationId: SchwabServiceRequest_GetSchwabRequestCenterTopicsAsync
      parameters:
      - name: otp
        in: query
        required: false
        schema:
          type: string
          default: ''
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO'
                xml:
                  name: SchwabRequestCenterDTO
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO'
                xml:
                  name: SchwabRequestCenterDTO
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO'
                xml:
                  name: SchwabRequestCenterDTO
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO'
                xml:
                  name: SchwabRequestCenterDTO
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO'
                xml:
                  name: SchwabRequestCenterDTO
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO'
                xml:
                  name: SchwabRequestCenterDTO
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Integrations/SchwabServiceRequest/TopicsV2:
    get:
      tags:
      - Integrations/SchwabServiceRequest
      operationId: SchwabServiceRequest_GetSchwabRequestCenterTopicsV2Async
      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: []
      summary: Schwab service request get schwab request center topics V2 async
      x-summary-source: derived
components:
  schemas:
    OAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto:
      properties:
        id:
          type: string
        trackingId:
          type: string
        lastUpdated:
          type: string
          format: date-time
        masterAccount:
          type: string
        masterAccountName:
          type: string
        fullSubAccountName:
          type: string
        subAccountName:
          type: string
        subAccount:
          type: string
        topic:
          type: string
        topicName:
          type: string
        subtopic:
          type: string
        name:
          type: string
        firstLastName:
          type: string
        description:
          type: string
        carbonCopyTo:
          type: string
        schwabCaseId:
          type: string
        creator:
          type: string
        campaignCode:
          type: integer
          format: int32
        firmId:
          type: integer
          format: int32
        firmName:
          type: string
        createDate:
          type: string
          format: date-time
        hasAttachments:
          type: boolean
        findYourTeamEmail:
          type: string
        confirmationId:
          type: string
        isArchived:
          type: boolean
        source:
          type: string
        statusId:
          type: integer
          format: int32
        forceError:
          type: boolean
        attachmentData:
          items:
            $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.Attachmentdata'
          xml:
            name: Attachmentdata
            wrapped: true
          type: array
        schwabChannelCode:
          type: string
        carbonCopyEmail:
          type: boolean
        phoneNumber:
          type: string
        serviceRequestTrackingUrl:
          type: string
      xml:
        name: SchwabServiceResponseDto
      type: object
    OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto:
      properties:
        item:
          $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto'
        hasError:
          type: boolean
        status:
          type: string
      xml:
        name: ResultItem`1
      type: object
    System.IO.Stream:
      properties:
        canRead:
          readOnly: true
          type: boolean
        canSeek:
          readOnly: true
          type: boolean
        canTimeout:
          readOnly: true
          type: boolean
        canWrite:
          readOnly: true
          type: boolean
        length:
          readOnly: true
          type: integer
          format: int64
        position:
          type: integer
          format: int64
        readTimeout:
          type: integer
          format: int32
        writeTimeout:
          type: integer
          format: int32
      xml:
        name: Stream
      type: object
    OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto:
      properties:
        files:
          items:
            $ref: '#/components/schemas/System.Web.HttpPostedFile'
          xml:
            name: HttpPostedFile
            wrapped: true
          type: array
        masterAccount:
          type: string
        account:
          type: string
        topicName:
          type: string
        subTopicName:
          type: string
        name:
          type: string
        description:
          type: string
        schwabCaseId:
          type: string
        ccEmail:
          type: boolean
        showAccount:
          type: string
      xml:
        name: SchwabCreateServiceRequestRequestDto
      type: object
    OAT.Integrations.Schwab.SII.Dto.Attachmentdata:
      properties:
        location:
          type: string
        name:
          type: string
        size:
          type: string
        id:
          type: string
        isValidFileType:
          type: boolean
      xml:
        name: Attachmentdata
      type: object
    OAT.Integrations.Schwab.SII.Dto.ServiceRequestData:
      properties:
        subTopic:
          type: string
        topic:
          type: string
        subAccount:
          type: string
        masterAccount:
          type: string
        requestName:
          type: string
        requestDescription:
          type: string
        clientChannelOverride:
          type: string
        files:
          items:
            $ref: '#/components/schemas/System.Web.HttpPostedFile'
          xml:
            name: HttpPostedFile
            wrapped: true
          type: array
      xml:
        name: ServiceRequestData
      type: object
    OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO.Subtopic:
      properties:
        name:
          type: string
        attachmentAllowed:
          type: boolean
        attachmentRequired:
          type: boolean
        maxAttachmentSize:
          type: integer
          format: int32
      xml:
        name: Subtopic
      type: object
    OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO:
      properties:
        id:
          type: string
        name:
          type: string
        order:
          type: integer
          format: int32
        subtopics:
          items:
            $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO.Subtopic'
          xml:
            name: Subtopic
            wrapped: true
          type: array
      xml:
        name: SchwabRequestCenterDTO
      type: object
    System.Web.HttpPostedFile:
      properties:
        fileName:
          readOnly: true
          type: string
        contentType:
          readOnly: true
          type: string
        contentLength:
          readOnly: true
          type: integer
          format: int32
        inputStream:
          $ref: '#/components/schemas/System.IO.Stream'
          readOnly: true
      xml:
        name: HttpPostedFile
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header