# Orion Advisor Solutions Portfolio/Registrations API

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

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

## Operations (60 of 81)

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

…and 21 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-registrations-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/Registrations

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