# Orion Advisor Solutions Portfolio/Custodians API

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

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

## Operations (21)

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

## Machine-readable artifacts (6)

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

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