Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Plans API

The Portfolio/Plans API from Orion Advisor Solutions — 14 operation(s) for portfolio/plans.

GitHub OpenAPI

Operations 18

GET /v1/Portfolio/Plans Gets a list of plans that the logged in user has access to #
GET /v1/Portfolio/Plans/{key} Gets the plan that has the provided key. #
POST /v1/Portfolio/Plans/{planId}/Participants Plans create participant async #
POST /v1/Portfolio/Plans/{planId}/Participants/Validate Plans validate participant async #
PUT /v1/Portfolio/Plans/{planId}/Sponsor/SSNTaxId Update plan summary tax id #
GET /v1/Portfolio/Plans/Qualified/{registrationTypeId} Gets a simple list of qualified plans that the logged in user has access to #
GET /v1/Portfolio/Plans/Search Gets a list of plans that the logged in user has access to where the plan name… #
GET /v1/Portfolio/Plans/Search/{search} Gets a list of plans that the logged in user has access to where the plan name… #
GET /v1/Portfolio/Plans/Simple Gets a simple list of plans that the logged in user has access to #
GET /v1/Portfolio/Plans/Verbose Plans get verbose #
PUT /v1/Portfolio/Plans/Verbose Update a list of plan summary #
POST /v1/Portfolio/Plans/Verbose Create a plan #
GET /v1/Portfolio/Plans/Verbose/{key} Plans get verbose by key #
PUT /v1/Portfolio/Plans/Verbose/{key} Update plan summary #
DELETE /v1/Portfolio/Plans/Verbose/{key} Used to delete an existing plan. Upon successful deletion a 204 will be returned #
POST /v1/Portfolio/Plans/Verbose/List Plans get verbose list by id #
POST /v1/Portfolio/Plans/Verbose/List/Id Plans post V1 portfolio plans verbose list id #
GET /v1/Portfolio/Plans/Verbose/New Plans 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-plans-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-plans-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Plans 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-plans-api-openapi.yml