# Orion Advisor Solutions Portfolio/Broker Dealers API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-brokerdealers-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/Broker Dealers 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/BrokerDealers. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Portfolio/BrokerDealers API from Orion Advisor Solutions — 24 operation(s) for portfolio/brokerdealers. ## Operations (30) | Method | Path | Summary | |---|---|---| | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-brokerdealers-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/BrokerDealers --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-brokerdealers-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.