Orion Advisor Solutions

Orion Advisor Solutions Integrations/Schwab SII API

The Integrations/SchwabSII API from Orion Advisor Solutions — 24 operation(s) for integrations/schwabsii.

GitHub OpenAPI

Operations 24

GET /v1/Integrations/SchwabSII/Accounts/{accountId}/Preferences/CostBasis Method to retrieve Account CostBasis Preferences from Schwab SII #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/RealizedGainLoss Method to retrieve Account Realized Gain Loss information from Schwab Rest API #
POST /v1/Integrations/SchwabSII/Accounts/{accountId}/Report/PDF Method to retrieve Account Report PDF from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/Report/PDF/{sessionId} Method to retrieve Account Report PDF from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/Reports Method to retrieve Account Reports from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/TransactionDetail Method to retrieve Account Profile from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/Transactions Method to retrieve Account Profile from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/UnrealizedGainLoss Method to retrieve Account Unrealized Gain Loss Information from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Accounts/{accountId}/UnrealizedGainLoss/{positionId}/Lots Method to retrieve Account Unrealized Gain Loss Lot Information from Schwab… #
POST /v1/Integrations/SchwabSII/Actions/Remove Removes the Schwab integration for the current user #
POST /v1/Integrations/SchwabSII/Actions/Setup Schwab sii setup service async #
GET /v1/Integrations/SchwabSII/EnrollmentStatus Method to retrieve Enrollment Status with Schwab SII #
GET /v1/Integrations/SchwabSII/Rest/Accounts/{accountId}/Alerts Method to retrieve Account Alerts from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Rest/Accounts/{accountId}/Balances Method to retrieve Account Balances from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Rest/Accounts/{accountId}/Positions Method to retrieve Account Positions from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Rest/Accounts/{accountId}/Profile Method to retrieve Account Profile from Schwab Rest API #
GET /v1/Integrations/SchwabSII/Rest/GetSACToken Method to retrieve SAC token for SSO #
GET /v1/Integrations/SchwabSII/SSO New implementations should call Ssov2Connection #
GET /v1/Integrations/SchwabSII/SsoV2/{landingPage} Modernized SSO v2 Flow #
GET /v1/Integrations/SchwabSII/TestConnection Method to test the connectivity with Schwab SII #
GET /v1/Integrations/SchwabSII/Unenroll Method to retrieve Enrollment Status with Schwab SII #
GET /v1/Integrations/SchwabSII/UserAuthorization Method to retrieve User Authorization from Schwab. Uses latest OAuth #
GET /v1/Integrations/SchwabSII/UserAuthorization/Action/LogOut Method to retrieve LogOut User Authorization from Schwab SII #
GET /v1/Integrations/SchwabSII/UserAuthorization/Token Method to retrieve User Authorization Token from Schwab SII #

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-schwabsii-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-schwabsii-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Schwab SII 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-schwabsii-api-openapi.yml