Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Accounts API

The Portfolio/Accounts API from Orion Advisor Solutions — 139 operation(s) for portfolio/accounts.

GitHub OpenAPI

Operations 150

GET /v1/Portfolio/Accounts Accounts get accounts async #
POST /v1/Portfolio/Accounts/{accountId}/Changes/Action/Delete Accounts delete account changes #
GET /v1/Portfolio/Accounts/{accountId}/DailyAnnuityValue/{asOfDate} Get latest annuity value for all accounts that has annuity value #
PATCH /v1/Portfolio/Accounts/{accountId}/ModelAgg/{modelAggId} Assign a model aggregate to an account #
GET /v1/Portfolio/Accounts/{accountId}/ModelTolerance Returns a comparison of an Account to its Assigned Model Targets #
PUT /v1/Portfolio/Accounts/{accountId}/Systematics/{systematicId}/BeneficiarySSN Retrieve or update beneficiary SSN for a systematic on an account #
GET /v1/Portfolio/Accounts/{accountId}/TaxLot Accounts get tax lot export by account #
GET /v1/Portfolio/Accounts/{accountNumber} Gets the account that has the provided Custodial Account Number. #
GET /v1/Portfolio/Accounts/{key} Gets the account that has the provided key. #
PUT /v1/Portfolio/Accounts/{key} Simple dto update #
PUT /v1/Portfolio/Accounts/{key}/Action/MoveToRegistration/{registrationId} Move account from one registration to another #
DELETE /v1/Portfolio/Accounts/{key}/Action/UndoConversion Undo Account Conversion by key Sample Request POST… #
GET /v1/Portfolio/Accounts/{key}/Assets Gets a list of assets that fall within the account with the specified key… #
GET /v1/Portfolio/Accounts/{key}/Assets/{asOfDate} Gets a list of assets that fall within the account with the specified key… #
GET /v1/Portfolio/Accounts/{key}/Assets/Value Gets a simple list of assets (including aum for today) that fall within the… #
GET /v1/Portfolio/Accounts/{key}/Assets/Value/{asOfDate} Gets a simple list of assets (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/{key}/Audits Gets a list of account Audit items #
GET /v1/Portfolio/Accounts/{key}/AumOverTime Gets a list of Aum data representative of the range provided for the account… #
GET /v1/Portfolio/Accounts/{key}/AumOverTime/Simple Same as AumOverTime, except it is faster (simpler) because it does not support… #
POST /v1/Portfolio/Accounts/{key}/Calculate/InceptionDate Used to calculate the appropriate inception date for the provided account #
GET /v1/Portfolio/Accounts/{key}/Changes Gets a list of account changes for the account with the specified key, which… #
GET /v1/Portfolio/Accounts/{key}/Changes/New Gets a template object for creating a new account change for the account with… #
POST /v1/Portfolio/Accounts/{key}/Changes/New Used to create new account change records #
PUT /v1/Portfolio/Accounts/{key}/ClearCancelationDate Clear account cancelation date #
GET /v1/Portfolio/Accounts/{key}/CustomIndex Get full set of Account's Custom Index data #
GET /v1/Portfolio/Accounts/{key}/Documents Accounts get blobs #
POST /v1/Portfolio/Accounts/{key}/Documents Accounts create blob async #
GET /v1/Portfolio/Accounts/{key}/Documents/{fileId} Gets a file for the account with the specified key and the file with the… #
PUT /v1/Portfolio/Accounts/{key}/Documents/{fileId} Accounts update blob async #
DELETE /v1/Portfolio/Accounts/{key}/Documents/{fileId} Accounts delete blob #
GET /v1/Portfolio/Accounts/{key}/Documents/{fileId}/Download Gets the raw data of the specific file with the blobId provided which is… #
PUT /v1/Portfolio/Accounts/{key}/Documents/Action/MoveToAccount/{accountId} Move documents to different account #
GET /v1/Portfolio/Accounts/{key}/NetAmountInvested Gets a list of Aum data representative of the range provided for all account… #
GET /v1/Portfolio/Accounts/{key}/Performance Used to verbosely return performance. #
GET /v1/Portfolio/Accounts/{key}/Performance/{grouping} Used to verbosely return performance. #
GET /v1/Portfolio/Accounts/{key}/Performance/Interval Used to return interval performance. #
GET /v1/Portfolio/Accounts/{key}/Performance/Interval/{grouping} Used to return interval performance. #
GET /v1/Portfolio/Accounts/{key}/Performance/Summary Used to return summary performance. #
GET /v1/Portfolio/Accounts/{key}/Performance/Summary/{grouping} Used to return summary performance. #
GET /v1/Portfolio/Accounts/{key}/RmdCalculation Method to get RMD calculation for the account #
PUT /v1/Portfolio/Accounts/{key}/RmdCalculation Update items associated with RMD dashboard for the account #
GET /v1/Portfolio/Accounts/{key}/Simple Gets the simple account that has the provided key. #
GET /v1/Portfolio/Accounts/{key}/Transactions Accounts get transactions #
PUT /v1/Portfolio/Accounts/{key}/UpdateEclipseSMA Used when Astro Enabled is changed on the Eclipse side for non-sleeved accounts #
GET /v1/Portfolio/Accounts/{key}/UserDefinedFields Accounts get user defined fields async #
GET /v1/Portfolio/Accounts/{key}/Value Gets the simple account (including aum for the end of today) that has the… #
GET /v1/Portfolio/Accounts/{key}/Value/{asOfDate} Gets the simple account (including aum for the end of the date specified) that… #
GET /v1/Portfolio/Accounts/AccountInformation/Banking Collects the banking information for the logged in user's active accounts This… #
GET /v1/Portfolio/Accounts/AccountInformation/Banking/{repId} Collects the banking information for a given Reps active accounts This… #
POST /v1/Portfolio/Accounts/AccountInformation/Beneficiaries Collects the beneificiary information for a given Reps accounts This… #
GET /v1/Portfolio/Accounts/AccountInformation/Beneficiaries/{repId} Collects the beneificiary information for a given Reps accounts This… #
POST /v1/Portfolio/Accounts/AccountInformation/Rmd Retrieves RMD information for the accounts tied to a given rep id #
GET /v1/Portfolio/Accounts/AccountInformation/Rmd/{repId} Retrieves RMD information for the accounts tied to a given rep id #
GET /v1/Portfolio/Accounts/AccountInformation/Systematics/{repId} Collects the systematics information for a given Reps accounts This information… #
GET /v1/Portfolio/Accounts/AccountManagers Accounts get account managers async #
GET /v1/Portfolio/Accounts/AccountsForConvertAccount Gets accounts for convert account feature Sample Request GET… #
POST /v1/Portfolio/Accounts/Action/AssignToSelfDirected Accounts assign accouts to self directed async #
POST /v1/Portfolio/Accounts/Action/ConvertAccount Converts an account Sample Request POST /Portfolio/Accounts/Action/ConvertAccoun… #
PUT /v1/Portfolio/Accounts/Action/Delete Accounts action delete async #
PUT /v1/Portfolio/Accounts/Action/Merge Takes a list of old and new account ids and merges the old account into the new… #
POST /v1/Portfolio/Accounts/Action/Restore Restores account[s] #
PUT /v1/Portfolio/Accounts/Action/UndoCancel/{key}/{restore} Undo a cancelation of an account #
POST /v1/Portfolio/Accounts/Action/UpdateCashModelForFees Accounts update cash model for fees async #
PUT /v1/Portfolio/Accounts/action/updateDoNotTrade Update Account DoNotTrade settings from Eclipse #
POST /v1/Portfolio/Accounts/Changes/New Used to create new account change records across a number of accounts #
GET /v1/Portfolio/Accounts/Count Accounts get accounts list count async #
GET /v1/Portfolio/Accounts/Grid Accounts get async #
GET /v1/Portfolio/Accounts/GroupNumbers Gets a simple list of account group numbers that the logged in user has access… #
POST /v1/Portfolio/Accounts/List Accounts get list by id async #
POST /v1/Portfolio/Accounts/List/AccountNumber Get a list of accounts for an array of AccountNumbers #
POST /v1/Portfolio/Accounts/List/Id Accounts post V1 portfolio accounts list id #
POST /v1/Portfolio/Accounts/ListCounts Accounts get list count by id async #
GET /v1/Portfolio/Accounts/NewPortfolio Gets a list of accounts that the logged in user has access to. #
POST /v1/Portfolio/Accounts/NewPortfolio Accounts create new portfolio async #
GET /v1/Portfolio/Accounts/NewPortfolio/{key} Gets the account that has the provided key #
PUT /v1/Portfolio/Accounts/NewPortfolio/{key} Simple dto update #
POST /v1/Portfolio/Accounts/NewPortfolio/ByAll/Pending Accounts refresh by all account async #
POST /v1/Portfolio/Accounts/NewPortfolio/Client/{clientId}/ByAll/Investor/{key} Accounts create account from by all async #
GET /v1/Portfolio/Accounts/NewPortfolio/Counts Get counts for new accounts UI left navigation #
GET /v1/Portfolio/Accounts/NewPortfolio/Counts/Header Get counts for new accounts UI page header #
POST /v1/Portfolio/Accounts/NewPortfolio/List Accounts get new portfolio list by id #
POST /v1/Portfolio/Accounts/NewPortfolio/List/AccountNumber Accounts get new portfolio list by account number #
POST /v1/Portfolio/Accounts/NewPortfolio/List/Id Accounts post V1 portfolio accounts new portfolio list id #
GET /v1/Portfolio/Accounts/NewPortfolio/New Accounts get new async #
GET /v1/Portfolio/Accounts/Number/{accountNumber} Gets the account that has the provided Custodial Account Number. #
GET /v1/Portfolio/Accounts/OrionCustomIndexing/ClientInformation Accounts oci performance async #
POST /v1/Portfolio/Accounts/OrionCustomIndexing/ClientInformation/Action/Run Accounts update oci client information #
POST /v1/Portfolio/Accounts/OrionCustomIndexing/ClientInformation/Calculate Accounts calculate oci client information async #
GET /v1/Portfolio/Accounts/OrionCustomIndexing/ClientInformation/Csv Accounts get oci client information csv async #
GET /v1/Portfolio/Accounts/OutOfTolerance Accounts get accounts out of tolerance async #
POST /v1/Portfolio/Accounts/OutOfTolerance/List Accounts get accounts out of tolerance by list async #
GET /v1/Portfolio/Accounts/qs Gets a list of accounts returned by a Query Studio Query in the provided… #
GET /v1/Portfolio/Accounts/Rep/{repId}/RmdSummary Endpoint to get rep rmd summary information for Insight rep tile #
GET /v1/Portfolio/Accounts/RmdCalculation Gets a list Rmd Calculaions #
POST /v1/Portfolio/Accounts/RmdCalculation/Actions/MailMerge Upload a word file to be merged #
GET /v1/Portfolio/Accounts/RmdCalculation/Actions/MailMerge/{filename} Used to download a previously generated mail merge #
POST /v1/Portfolio/Accounts/RmdCalculation/Actions/Recalc Accounts rmd recalc #
GET /v1/Portfolio/Accounts/RmdCalculation/Update Accounts rmd update async #
GET /v1/Portfolio/Accounts/RmdCalculationCounts Endpoint to get counts for all filters #
GET /v1/Portfolio/Accounts/Search/Advanced Gets a list of accounts that the logged in user has access to filtered by… #
GET /v1/Portfolio/Accounts/Search/Advanced/Count Gets a count of accounts that the logged in user has access to filtered by… #
GET /v1/Portfolio/Accounts/Simple Gets a simple list of accounts that the logged in user has access to. #
POST /v1/Portfolio/Accounts/Simple/List Gets a simple list of accounts that match one of the keys in the provided list #
POST /v1/Portfolio/Accounts/Simple/List/AccountNumber Get a list of simple accounts for an array of AccountNumbers #
POST /v1/Portfolio/Accounts/Simple/List/Id Gets a simple list of accounts that match one of the keys in the provided list #
GET /v1/Portfolio/Accounts/Simple/Search Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/{search} Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/Number Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/Number/{search} Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/OutsideId Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/OutsideId/{search} Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/SecondaryNumber Gets a simple list of accounts that the logged in user has access to where the… #
GET /v1/Portfolio/Accounts/Simple/Search/SecondaryNumber/{search} Gets a simple list of accounts that the logged in user has access to where the… #
POST /v1/Portfolio/Accounts/SyncToEclipse Attempt to Sync multiple OC accounts to Eclipse. #
PUT /v1/Portfolio/Accounts/UpdateDoNotTradeAndSma/{key} Update Account SMA and DoNotTrade settings from Eclipse #
GET /v1/Portfolio/Accounts/Value Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
POST /v1/Portfolio/Accounts/Value/{asOfDate}/List Gets a simple list of accounts that match one of the keys in the provided list #
POST /v1/Portfolio/Accounts/Value/{asOfDate}/List/Id Gets a simple list of accounts that match one of the keys in the provided list #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/Number Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/Number/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/OutsideId Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/OutsideId/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/SecondaryNumber Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Accounts/Value/{asOfDate}/Search/SecondaryNumber/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
POST /v1/Portfolio/Accounts/Value/List Gets a simple list of accounts that match one of the keys in the provided list #
POST /v1/Portfolio/Accounts/Value/List/Async Gets a simple list of accounts that match one of the keys in the provided list #
POST /v1/Portfolio/Accounts/Value/List/Id Gets a simple list of accounts that match one of the keys in the provided list #
POST /v1/Portfolio/Accounts/Value/List/Id/Async Gets a simple list of accounts that match one of the keys in the provided list #
GET /v1/Portfolio/Accounts/Value/Search Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/{search} Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/Number Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/Number/{search} Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/OutsideId Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/OutsideId/{search} Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/SecondaryNumber Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Value/Search/SecondaryNumber/{search} Gets a simple list of accounts (including aum for today) that the logged in… #
GET /v1/Portfolio/Accounts/Verbose Accounts get verbose async #
PUT /v1/Portfolio/Accounts/Verbose Update accounts #
POST /v1/Portfolio/Accounts/Verbose Create new account for existing registration #
GET /v1/Portfolio/Accounts/Verbose/{key} Accounts get verbose by key async #
PUT /v1/Portfolio/Accounts/Verbose/{key} Accounts update verbose account async #
PUT /v1/Portfolio/Accounts/Verbose/{key}/ModelingInfo Used to save models without actually associating the account to these models #
POST /v1/Portfolio/Accounts/Verbose/List Accounts get verbose list by id async #
POST /v1/Portfolio/Accounts/Verbose/List/AccountNumber Accounts get verbose by account number list async #
POST /v1/Portfolio/Accounts/Verbose/List/Id Accounts post V1 portfolio accounts verbose list id #
GET /v1/Portfolio/Accounts/Verbose/New Accounts get new verbose async #
GET /v1/Portfolio/Accounts/Verbose/Number/{accountNumber} Accounts get verbose by account number async #

Documentation

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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-portfolio-accounts-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-portfolio-accounts-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Accounts 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-portfolio-accounts-api-openapi.yml