Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Custodians API

The Portfolio/Custodians API from Orion Advisor Solutions — 17 operation(s) for portfolio/custodians.

GitHub OpenAPI

Operations 21

GET /v1/Portfolio/Custodians Gets a list of custodians that the logged in user has access to #
GET /v1/Portfolio/Custodians/{key} Gets the custodian that has the provided key. #
GET /v1/Portfolio/Custodians/{key}/Accounts Gets a list of accounts that fall below the custodian with the specified key… #
GET /v1/Portfolio/Custodians/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/Custodians/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
PUT /v1/Portfolio/Custodians/CheckCutoffTimes Compares the current time to the custodian cutoff time in the entity options… #
GET /v1/Portfolio/Custodians/global Custodians get global custodians #
GET /v1/Portfolio/Custodians/Simple Gets a simple list of custodians that the logged in user has access to #
GET /v1/Portfolio/Custodians/Simple/Search Search for specific custodians #
GET /v1/Portfolio/Custodians/Simple/Search/{search} Search for specific custodians #
GET /v1/Portfolio/Custodians/Value Gets a simple list of custodians (including aum for today) that the logged in… #
GET /v1/Portfolio/Custodians/Value/{asOfDate} Gets a simple list of custodians (including aum for the end of the date… #
GET /v1/Portfolio/Custodians/Verbose Custodians get verbose #
PUT /v1/Portfolio/Custodians/Verbose Custodians update verbose custodians async #
POST /v1/Portfolio/Custodians/Verbose Create a custodian #
GET /v1/Portfolio/Custodians/Verbose/{key} Custodians get verbose by key #
PUT /v1/Portfolio/Custodians/Verbose/{key} Custodians update verbose custodian async #
DELETE /v1/Portfolio/Custodians/Verbose/{key} Used to delete an existing custodian. #
POST /v1/Portfolio/Custodians/Verbose/List Custodians get verbose list by id #
POST /v1/Portfolio/Custodians/Verbose/List/Id Custodians post V1 portfolio custodians verbose list id #
GET /v1/Portfolio/Custodians/Verbose/New Custodians 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-custodians-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-custodians-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Custodians 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-custodians-api-openapi.yml