# Orion Advisor Solutions Portfolio/Accounts API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-accounts-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 Portfolio/Accounts 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 Portfolio Accounts. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (60 of 150)

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

…and 90 more operations. They are listed in full on the page.

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-accounts-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

Portfolio Accounts

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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-portfolio-accounts-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.