# Orion Advisor Solutions Integrations/Schwab SII API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-schwabsii-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Integrations/Schwab SII API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Integrations/SchwabSII. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (24)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-schwabsii-api-openapi.yml
- **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/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Integrations/SchwabSII

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-schwabsii-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.