# Orion Advisor Solutions Portfolio/Clients API

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

The Portfolio/Clients API from Orion Advisor Solutions — 98 operation(s) for portfolio/clients.

## Operations (60 of 114)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Portfolio/Clients` | Gets a list of clients that the logged in user has access to. |
| PUT | `/v1/Portfolio/Clients/{clientId}/HouseholdMembers/{householdMemberId}/SSNTaxId` | Retrieve or update SSN for household member |
| GET | `/v1/Portfolio/Clients/{clientId}/ModelTolerance` | Returns a comparison of an Registration to its Assigned Model Targets |
| GET | `/v1/Portfolio/Clients/{clientId}/PortfolioGroupChanges` | Gets a list of portfolio group changes that the logged in user has access to |
| GET | `/v1/Portfolio/Clients/{clientId}/PortfolioGroups` | Gets portfolio groups for a specific client |
| PUT | `/v1/Portfolio/Clients/{clientId}/PortfolioGroups` | Client portfolio groups update async |
| POST | `/v1/Portfolio/Clients/{clientId}/PortfolioGroups` | Create a portfolio group for a specific client |
| GET | `/v1/Portfolio/Clients/{clientId}/RegistrationRepPayouts` | Retrieves registration rep additionals for the given client ID |
| GET | `/v1/Portfolio/Clients/{clientId}/Registrations/Simple` | Clients get registrations simple async |
| PUT | `/v1/Portfolio/Clients/{clientkey}/PortfolioGroups/{key}` | Update the portfolio group has the provided key |
| PUT | `/v1/Portfolio/Clients/{clientkey}/PortfolioGroups/Action/Delete` | Client portfolio groups delete portfolio groups |
| GET | `/v1/Portfolio/Clients/{key}` | Gets the client that has the provided key. |
| PUT | `/v1/Portfolio/Clients/{key}` | Simple dto update |
| GET | `/v1/Portfolio/Clients/{key}/{fileType}` | Obsolete. |
| GET | `/v1/Portfolio/Clients/{key}/{fileType}/{fileId}` | Obsolete. |
| GET | `/v1/Portfolio/Clients/{key}/Accounts` | Gets a list of accounts that fall below the client with the specified key… |
| GET | `/v1/Portfolio/Clients/{key}/Accounts/AumOverTime` | Gets a list of Aum data representative of the range provided for all the… |
| GET | `/v1/Portfolio/Clients/{key}/Accounts/ModelAggs/Simple` | Gets a list of Model Aggregate records that are used by the selected client in… |
| GET | `/v1/Portfolio/Clients/{key}/Accounts/NetAmountInvested` | Gets a list of Aum data representative of the range provided for all the… |
| GET | `/v1/Portfolio/Clients/{key}/Accounts/Simple` | Gets a list of simple accounts that fall below the client with the specified… |
| GET | `/v1/Portfolio/Clients/{key}/Accounts/Value` | Gets a simple list of accounts (including aum for today) that fall below the… |
| GET | `/v1/Portfolio/Clients/{key}/Accounts/Value/{asOfDate}` | Gets a simple list of accounts (including aum for the end of the date… |
| GET | `/v1/Portfolio/Clients/{key}/AdditionalAccounts` | Gets a list of additional accounts that are assigned to the client with the… |
| POST | `/v1/Portfolio/Clients/{key}/AdditionalAccounts` | Clients create additional account async |
| DELETE | `/v1/Portfolio/Clients/{key}/AdditionalAccounts/{additionalAccountId}` | Clients remove additional account async |
| GET | `/v1/Portfolio/Clients/{key}/AdditionalRepresentativesPercent` | Gets additional representative with percent by id |
| GET | `/v1/Portfolio/Clients/{key}/Assets` | Gets a list of assets that fall below the client with the specified key, which… |
| GET | `/v1/Portfolio/Clients/{key}/Assets/{asOfDate}` | Gets a list of assets that fall below the client with the specified key, which… |
| GET | `/v1/Portfolio/Clients/{key}/AumOverTime` | Gets a list of Aum data representative of the range provided for the client… |
| GET | `/v1/Portfolio/Clients/{key}/BalanceSheet` | Get balance sheets for the client |
| PUT | `/v1/Portfolio/Clients/{key}/BalanceSheet` | Update client's balance sheets |
| GET | `/v1/Portfolio/Clients/{key}/BalanceSheet/ByAllAccounts/Refresh` | Add, edit or remove ByAllAccounts data on the Balance Sheets |
| GET | `/v1/Portfolio/Clients/{key}/BalanceSheet/Category` | Balance sheets get client categories |
| GET | `/v1/Portfolio/Clients/{key}/Bills` | Gets a list of bills that fall below the client with the specified key, which… |
| POST | `/v1/Portfolio/Clients/{key}/Calculate/InceptionDate` | Used to calculate the appropriate inception date for the provided client |
| GET | `/v1/Portfolio/Clients/{key}/ClientPortalRedirect` | Returns a 302 Redirect with the ClientPortal SSO. |
| GET | `/v1/Portfolio/Clients/{key}/Documents` | Clients get blobs async |
| POST | `/v1/Portfolio/Clients/{key}/Documents` | Clients create blob async |
| GET | `/v1/Portfolio/Clients/{key}/Documents/{fileId}` | Gets a file for the client with the specified key and the file with the… |
| PUT | `/v1/Portfolio/Clients/{key}/Documents/{fileId}` | Clients update blob async |
| DELETE | `/v1/Portfolio/Clients/{key}/Documents/{fileId}` | Clients delete blob async |
| GET | `/v1/Portfolio/Clients/{key}/Documents/{fileId}/Download` | Gets the raw data of the specific file with the blobId provided which is… |
| PUT | `/v1/Portfolio/Clients/{key}/Documents/Action/MoveToClient/{clientId}` | Move documents to different household |
| GET | `/v1/Portfolio/Clients/{key}/GoalTracking` | Returns goal summary and performance info for all accounts in the household |
| GET | `/v1/Portfolio/Clients/{key}/Integrations/{app}` | Retreives the Intgration information for the specified integration partner… |
| PUT | `/v1/Portfolio/Clients/{key}/Integrations/{app}` | Updates the specified Clients integration information for the specified partner… |
| DELETE | `/v1/Portfolio/Clients/{key}/Integrations/{app}` | Deletes the integration information for the specified integration application… |
| GET | `/v1/Portfolio/Clients/{key}/NetAmountInvested` | Gets a list of Aum data representative of the range provided for all the client… |
| GET | `/v1/Portfolio/Clients/{key}/Performance` | Used to verbosely return performance. |
| GET | `/v1/Portfolio/Clients/{key}/Performance/{grouping}` | Used to verbosely return performance. |
| GET | `/v1/Portfolio/Clients/{key}/Performance/Interval` | Used to return interval performance. |
| GET | `/v1/Portfolio/Clients/{key}/Performance/Interval/{grouping}` | Used to return interval performance. |
| GET | `/v1/Portfolio/Clients/{key}/Performance/Summary` | Used to return summary performance. |
| GET | `/v1/Portfolio/Clients/{key}/Performance/Summary/{grouping}` | Used to return summary performance. |
| GET | `/v1/Portfolio/Clients/{key}/PortfolioTree` | Gets a tree representation of the client with the key provided. |
| GET | `/v1/Portfolio/Clients/{key}/Registrations` | Gets a list of registrations that fall below the client with the specified key… |
| GET | `/v1/Portfolio/Clients/{key}/RepSimple` | Gets representative simple of the client with the key provided |
| GET | `/v1/Portfolio/Clients/{key}/RmdCalculations` | Clients get rmd calculations |
| GET | `/v1/Portfolio/Clients/{key}/Simple` | Gets the simple client that has the provided key. |
| PUT | `/v1/Portfolio/Clients/{key}/SSNTaxId` | Retrieve or update SSN for client |

…and 54 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-clients-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/Clients

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