Orion Advisor Solutions Integrations/Schwab Status API

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

Documentation GitHub OpenAPI

Operations 11

GET /v1/Integrations/SchwabStatus/AlertsV2 Schwab status get V2 alerts async #

POST /v1/Integrations/SchwabStatus/AlertsV2/Details Schwab status post V2 alerts async #

GET /v1/Integrations/SchwabStatus/AlertsV2/Details/{detailId} Schwab status get V1 integrations schwab status alerts V2 details by detail id #

GET /v1/Integrations/SchwabStatus/AlertsV2/ForceRefresh Schwab status force refresh async #

GET /v1/Integrations/SchwabStatus/Limit/{limit}/Skip/{skip} Schwab status accounts async #

GET /v1/Integrations/SchwabStatus/OPS/Limit/{limit}/Skip/{skip} Note: Timeouts will occur if requested dataset is too large. #

POST /v1/Integrations/SchwabStatus/OTP Schwab status otp async #

GET /v1/Integrations/SchwabStatus/StatusV2/OPS This is v2 of the current implementation of the AS Status API. #

GET /v1/Integrations/SchwabStatus/StatusV2/OPS/Events Schwab status get status V2 events ops async #

GET /v1/Integrations/SchwabStatus/StatusV2/OPS/Limit/{limit}/Skip/{skip} Proxy for AS Status POST: /stat-feed/status-objects #

GET /v1/Integrations/SchwabStatus/TestCert Schwab status test cert async #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Schwab Status API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/SchwabStatus
paths:
  /v1/Integrations/SchwabStatus/AlertsV2:
    get:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_GetV2AlertsAsync
      parameters:
      - name: startDate
        in: query
        required: true
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: true
        schema:
          type: string
          format: date-time
      - name: accountNumber
        in: query
        required: false
        schema:
          type: string
      - name: nextCursor
        in: query
        required: false
        schema:
          type: string
      - name: overrideToken
        in: query
        required: false
        schema:
          type: string
      - name: filterType
        in: query
        required: false
        schema:
          type: string
      - name: status
        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: Schwab status get V2 alerts async
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/AlertsV2/Details:
    post:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_PostV2AlertsAsync
      parameters:
      - name: overrideToken
        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: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto'
        required: true
      summary: Schwab status post V2 alerts async
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/AlertsV2/Details/{detailId}:
    get:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_GetV1IntegrationsSchwabStatusAlertsV2DetailsByDetailId
      parameters:
      - name: detailId
        in: path
        required: true
        schema:
          type: string
      - name: overrideToken
        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: Schwab status get V1 integrations schwab status alerts V2 details by detail id
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/AlertsV2/ForceRefresh:
    get:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_ForceRefreshAsync
      parameters:
      - name: userId
        in: query
        required: true
        schema:
          type: integer
          format: int32
      - name: userDetailId
        in: query
        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: []
      summary: Schwab status force refresh async
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/Limit/{limit}/Skip/{skip}:
    get:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_AccountsAsync
      parameters:
      - name: limit
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: skip
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: startDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - 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 status accounts async
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/OPS/Limit/{limit}/Skip/{skip}:
    get:
      tags:
      - Integrations/SchwabStatus
      summary: 'Note: Timeouts will occur if requested dataset is too large.'
      operationId: SchwabStatus_OPSAsync
      parameters:
      - name: limit
        in: path
        description: Internal. Opaque to Schwab API
        required: true
        schema:
          type: integer
          format: int32
      - name: skip
        in: path
        description: Internal. Opaque to Schwab API
        required: true
        schema:
          type: integer
          format: int32
      - name: startDate
        in: query
        description: 'Default: 1 day ago'
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: 'Default: Current UTC time'
        required: false
        schema:
          type: string
          format: date-time
      - name: firstPageOnly
        in: query
        description: 'Default: True'
        required: false
        schema:
          type: boolean
          default: true
      - 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: []
  /v1/Integrations/SchwabStatus/OTP:
    post:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_OtpAsync
      parameters:
      - name: otp
        in: query
        required: true
        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: Schwab status otp async
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/StatusV2/OPS:
    get:
      tags:
      - Integrations/SchwabStatus
      summary: This is v2 of the current implementation of the AS Status API.
      operationId: SchwabStatus_GetStatusV2OpsAsync
      parameters:
      - name: startDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: firstPageOnly
        in: query
        description: 'Default: true'
        required: false
        schema:
          type: boolean
          default: true
      - name: maskAcct
        in: query
        description: 'Mask account numbers. Default: false'
        required: false
        schema:
          type: boolean
          default: false
      - name: statusFilter
        in: query
        description: "Comma separated list of filters. Default: empty string (unfiltered)\n                <list><item>Action Needed</item><item>Canceled</item><item>In Process</item><item>New</item><item>Resolved</item></list>"
        required: false
        schema:
          type: string
          default: ''
      - 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: []
  /v1/Integrations/SchwabStatus/StatusV2/OPS/Events:
    get:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_GetStatusV2EventsOpsAsync
      parameters:
      - name: feedId
        in: query
        required: true
        schema:
          type: string
      - name: statusObjectId
        in: query
        required: true
        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: Schwab status get status V2 events ops async
      x-summary-source: derived
  /v1/Integrations/SchwabStatus/StatusV2/OPS/Limit/{limit}/Skip/{skip}:
    get:
      tags:
      - Integrations/SchwabStatus
      summary: 'Proxy for AS Status POST: /stat-feed/status-objects'
      operationId: SchwabStatus_GetPagedStatusV2OpsAsync
      parameters:
      - name: limit
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: skip
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: startDate
        in: query
        description: 'Note: Schwab API is based on EST. The earliest and default date supported is 90 days prior'
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: 'Note: Schwab API is based on EST'
        required: false
        schema:
          type: string
          format: date-time
      - name: firstPageOnly
        in: query
        required: false
        schema:
          type: boolean
          default: true
      - name: maskAcct
        in: query
        description: 'Mask account numbers. Default: false'
        required: false
        schema:
          type: boolean
          default: false
      - name: statusFilter
        in: query
        description: "Comma separated list of filters. Default: empty string (unfiltered)\n                <list><item>Action Needed</item><item>Canceled</item><item>In Process</item><item>New</item><item>Resolved</item></list>"
        required: false
        schema:
          type: string
          default: ''
      - 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: []
  /v1/Integrations/SchwabStatus/TestCert:
    get:
      tags:
      - Integrations/SchwabStatus
      operationId: SchwabStatus_TestCertAsync
      parameters:
      - name: limit
        in: query
        required: true
        schema:
          type: integer
          format: int32
      - name: skip
        in: query
        required: true
        schema:
          type: integer
          format: int32
      - name: startDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        required: false
        schema:
          type: string
          format: date-time
      - 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 status test cert async
      x-summary-source: derived
components:
  schemas:
    OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto:
      properties:
        detailId:
          type: string
        masterAccount:
          type: string
        account:
          type: string
        showAccount:
          type: boolean
      xml:
        name: SchwabAlertsV2DetailDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header