Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Registrations API

The Portfolio/Registrations API from Orion Advisor Solutions — 76 operation(s) for portfolio/registrations.

GitHub OpenAPI

Operations 81

GET /v1/Portfolio/Registrations Gets a list of registrations that the logged in user has access to. #
GET /v1/Portfolio/Registrations/{clientId}/Client/Payouts Registrations get client payouts for registration async #
GET /v1/Portfolio/Registrations/{key} Gets the registration that has the provided key. #
PUT /v1/Portfolio/Registrations/{key} Simple dto update #
GET /v1/Portfolio/Registrations/{key}/Accounts Obsolete. #
GET /v1/Portfolio/Registrations/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/Registrations/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
PUT /v1/Portfolio/Registrations/{key}/Action/MoveToClient/{clientId} Move registration to different household #
PUT /v1/Portfolio/Registrations/{key}/Action/Split Splits the active, non-sleeved accounts in this registration into their own… #
GET /v1/Portfolio/Registrations/{key}/AdditionalRepresentativesPercent Gets additional representative with percent by id #
GET /v1/Portfolio/Registrations/{key}/Assets Gets a list of assets that fall within the registration with the specified key… #
GET /v1/Portfolio/Registrations/{key}/Assets/{asOfDate} Gets a list of assets that fall within the registration with the specified key… #
GET /v1/Portfolio/Registrations/{key}/Assets/Value Gets a simple list of assets (including aum for today) that fall within the… #
GET /v1/Portfolio/Registrations/{key}/Assets/Value/{asOfDate} Gets a simple list of assets (including aum for the end of the date specified)… #
GET /v1/Portfolio/Registrations/{key}/AumOverTime Gets a list of Aum data representative of the range provided for the… #
PUT /v1/Portfolio/Registrations/{key}/Beneficiary/{beneficiaryId}/SSN Gets SSN for beneficiary #
POST /v1/Portfolio/Registrations/{key}/Calculate/InceptionDate Used to calculate the appropriate inception date for the provided registration #
GET /v1/Portfolio/Registrations/{key}/CustomIndex Get full set of Registrations's Custom Index Input data #
PUT /v1/Portfolio/Registrations/{key}/DeceasedSSNTaxId Retrieve or update SSN for client #
GET /v1/Portfolio/Registrations/{key}/FirstActiveAccount/Custodian/EntityOptions/Code/{code} Gets the specified entity option (by code) from the registrations first (lowest… #
GET /v1/Portfolio/Registrations/{key}/NetAmountInvested Gets a list of Aum data representative of the range provided for registration… #
GET /v1/Portfolio/Registrations/{key}/Performance Used to verbosely return performance. #
GET /v1/Portfolio/Registrations/{key}/Performance/{grouping} Used to verbosely return performance. #
GET /v1/Portfolio/Registrations/{key}/Performance/Interval Used to return interval performance. #
GET /v1/Portfolio/Registrations/{key}/Performance/Interval/{grouping} Used to return interval performance. #
GET /v1/Portfolio/Registrations/{key}/Performance/Summary Used to return summary performance. #
GET /v1/Portfolio/Registrations/{key}/Performance/Summary/{grouping} Used to return summary performance. #
GET /v1/Portfolio/Registrations/{key}/PortfolioTree Gets a tree representation of the registration with the key provided. #
GET /v1/Portfolio/Registrations/{key}/Simple Gets the simple registration that has the provided key. #
PUT /v1/Portfolio/Registrations/{key}/SSNTaxId Retrieve or update SSN for client #
GET /v1/Portfolio/Registrations/{key}/Transactions Registrations get transactions #
GET /v1/Portfolio/Registrations/{key}/UnlinkedAccounts Gets unlinked accounts for a registration, optionally excluding accounts linked… #
GET /v1/Portfolio/Registrations/{key}/UserDefinedFields Registrations get user defined fields async #
GET /v1/Portfolio/Registrations/{key}/Value Gets the simple registration (including aum for the end of today) that has the… #
GET /v1/Portfolio/Registrations/{key}/Value/{asOfDate} Gets the simple registration (including aum for the end of the date specified)… #
GET /v1/Portfolio/Registrations/{registrationId}/ModelTolerance Returns a comparison of an Registration to its Assigned Model Targets #
PUT /v1/Portfolio/Registrations/Action/Delete Registrations action delete async #
PUT /v1/Portfolio/Registrations/Action/MoveToClient/{clientId} Move registration to different household #
POST /v1/Portfolio/Registrations/Action/ValidateRepPayouts/{registrationId} Used to validate registration representative additional overrides #
GET /v1/Portfolio/Registrations/Beneficiary/Relations Gets a simple list of beneficiary relations that the logged in user has access… #
GET /v1/Portfolio/Registrations/Count Returns the number of registrations matching the same URI filters and OData… #
GET /v1/Portfolio/Registrations/Grid Gets a list of registrations that the logged in user has access to. #
POST /v1/Portfolio/Registrations/List Registrations get list by id async #
POST /v1/Portfolio/Registrations/List/Id Registrations post V1 portfolio registrations list id #
POST /v1/Portfolio/Registrations/ListCounts Registrations get list count by id async #
GET /v1/Portfolio/Registrations/qs Gets a list of registrations returned by a Query Studio Query in the provided… #
GET /v1/Portfolio/Registrations/Search/Advanced Gets a list of registrations that the logged in user has access to filtered by… #
GET /v1/Portfolio/Registrations/Search/Advanced/Count Gets a count of registrations that the logged in user has access to filtered by… #
GET /v1/Portfolio/Registrations/Simple Gets a simple list of registrations that the logged in user has access to. #
POST /v1/Portfolio/Registrations/Simple/List Gets a simple list of registrations that match one of the keys in the provided… #
POST /v1/Portfolio/Registrations/Simple/List/Id Gets a simple list of registrations that match one of the keys in the provided… #
GET /v1/Portfolio/Registrations/Simple/Search Gets a simple list of registrations that the logged in user has access to where… #
GET /v1/Portfolio/Registrations/Simple/Search/{search} Gets a simple list of registrations that the logged in user has access to where… #
GET /v1/Portfolio/Registrations/Simple/Search/LastName Gets a simple list of registrations that the logged in user has access to where… #
GET /v1/Portfolio/Registrations/Simple/Search/LastName/{search} Gets a simple list of registrations that the logged in user has access to where… #
POST /v1/Portfolio/Registrations/SyncToEclipse Registrations add registrations for partial import async #
POST /v1/Portfolio/Registrations/Type Registration types create entity async #
PUT /v1/Portfolio/Registrations/Type/{key} Registration types update entity async #
DELETE /v1/Portfolio/Registrations/Type/{key} Delete a registration type by ID #
GET /v1/Portfolio/Registrations/Types Registration types get registration types #
GET /v1/Portfolio/Registrations/Types/{key} Registration types get registration type by id #
GET /v1/Portfolio/Registrations/Types/List Gets a list of registration types that the logged in user has access to. #
GET /v1/Portfolio/Registrations/Value Gets a simple list of registrations (including aum for today) that the logged… #
GET /v1/Portfolio/Registrations/Value/{asOfDate} Gets a simple list of registrations (including aum for the end of the date… #
GET /v1/Portfolio/Registrations/Value/{asOfDate}/Search Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Registrations/Value/{asOfDate}/Search/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Registrations/Value/{asOfDate}/Search/LastName Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Registrations/Value/{asOfDate}/Search/LastName/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Registrations/Value/Search Gets a simple list of registrations (including aum for today) that the logged… #
GET /v1/Portfolio/Registrations/Value/Search/{search} Gets a simple list of registrations (including aum for today) that the logged… #
GET /v1/Portfolio/Registrations/Value/Search/LastName Gets a simple list of registrations (including aum for today) that the logged… #
GET /v1/Portfolio/Registrations/Value/Search/LastName/{search} Gets a simple list of registrations (including aum for today) that the logged… #
GET /v1/Portfolio/Registrations/Verbose Registrations get verbose #
PUT /v1/Portfolio/Registrations/Verbose Registrations update verbose registrations async #
POST /v1/Portfolio/Registrations/Verbose Create a registration #
GET /v1/Portfolio/Registrations/Verbose/{key} Registrations get verbose by key async #
PUT /v1/Portfolio/Registrations/Verbose/{key} Registrations update verbose registration async #
PUT /v1/Portfolio/Registrations/Verbose/{key}/Beneficiaries Update registration beneficiary information #
POST /v1/Portfolio/Registrations/Verbose/List Registrations get verbose list by id #
POST /v1/Portfolio/Registrations/Verbose/List/Id Registrations post V1 portfolio registrations verbose list id #
GET /v1/Portfolio/Registrations/Verbose/New Registrations 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-registrations-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-registrations-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Registrations 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-registrations-api-openapi.yml