Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Broker Dealers API

The Portfolio/BrokerDealers API from Orion Advisor Solutions — 24 operation(s) for portfolio/brokerdealers.

GitHub OpenAPI

Operations 30

GET /v1/Portfolio/BrokerDealers Gets a list of broker/dealers that the logged in user has access to #
PUT /v1/Portfolio/BrokerDealers/{additionalContactId}/SSNTaxId Retrieve or update SSN for addtional contact #
GET /v1/Portfolio/BrokerDealers/{key} Gets the broker/dealer that has the provided key. #
GET /v1/Portfolio/BrokerDealers/{key}/Documents Broker dealers get blobs #
POST /v1/Portfolio/BrokerDealers/{key}/Documents Broker dealers create blob async #
GET /v1/Portfolio/BrokerDealers/{key}/Documents/{fileId} Gets a file for the broker/dealer with the specified key and the file with the… #
PUT /v1/Portfolio/BrokerDealers/{key}/Documents/{fileId} Broker dealers update blob async #
DELETE /v1/Portfolio/BrokerDealers/{key}/Documents/{fileId} Broker dealers delete blob #
GET /v1/Portfolio/BrokerDealers/{key}/Documents/{fileId}/Download Gets the raw data of the specific file with the blobId provided which is… #
GET /v1/Portfolio/BrokerDealers/{key}/ReportImage Gets the representative's report image if one exists. #
GET /v1/Portfolio/BrokerDealers/{key}/Simple Gets the simple broker/dealer that has the provided key. #
GET /v1/Portfolio/BrokerDealers/{key}/UserDefinedFields Broker dealers get user defined fields #
PUT /v1/Portfolio/BrokerDealers/Action/Delete Broker dealers action delete #
PUT /v1/Portfolio/BrokerDealers/Action/RecalculateAUMData Endpoint to recalculate AUM data for a broker/dealer #
GET /v1/Portfolio/BrokerDealers/Simple Gets a simple list of broker/dealers that the logged in user has access to #
POST /v1/Portfolio/BrokerDealers/Simple/List Broker dealers get simple list by id #
POST /v1/Portfolio/BrokerDealers/Simple/List/Id Broker dealers post V1 portfolio broker dealers simple list id #
GET /v1/Portfolio/BrokerDealers/Simple/Search Gets a simple list of broker dealers that the logged in user has access to… #
GET /v1/Portfolio/BrokerDealers/Simple/Search/{search} Gets a simple list of broker dealers that the logged in user has access to… #
GET /v1/Portfolio/BrokerDealers/Value Gets a simple list of broker/dealers (including aum for today) that the logged… #
GET /v1/Portfolio/BrokerDealers/Value/{asOfDate} Gets a simple list of broker/dealers (including aum for the end of the date… #
GET /v1/Portfolio/BrokerDealers/Verbose Broker dealers get verbose #
PUT /v1/Portfolio/BrokerDealers/Verbose Broker dealers update verbose broker dealer async #
POST /v1/Portfolio/BrokerDealers/Verbose Create new broker/dealer #
GET /v1/Portfolio/BrokerDealers/Verbose/{key} Broker dealers get verbose by key #
PUT /v1/Portfolio/BrokerDealers/Verbose/{key} Broker dealers put V1 portfolio broker dealers verbose by key #
PUT /v1/Portfolio/BrokerDealers/Verbose/{key}/SSNTaxId Retrieve or update SSN for broker dealer #
POST /v1/Portfolio/BrokerDealers/Verbose/List Broker dealers get verbose list by id #
POST /v1/Portfolio/BrokerDealers/Verbose/List/Id Broker dealers post V1 portfolio broker dealers verbose list id #
GET /v1/Portfolio/BrokerDealers/Verbose/New Broker dealers get new verbose #

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-portfolio-brokerdealers-api-openapi.yml

Other Resources

🔗
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-brokerdealers-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Broker Dealers 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-brokerdealers-api-openapi.yml