Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Representatives API

The Portfolio/Representatives API from Orion Advisor Solutions — 33 operation(s) for portfolio/representatives.

GitHub OpenAPI

Operations 40

GET /v1/Portfolio/Representatives Gets a list of representatives that the logged in user has access to. #
GET /v1/Portfolio/Representatives/{key} Gets the representative that has the provided key. #
GET /v1/Portfolio/Representatives/{key}/Accounts Gets a list of accounts that fall below the representative with the specified… #
GET /v1/Portfolio/Representatives/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/Representatives/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
GET /v1/Portfolio/Representatives/{key}/Clients/Simple/Search Gets a simple list of clients that the logged in user has access to where the… #
GET /v1/Portfolio/Representatives/{key}/Documents Representatives get blobs #
POST /v1/Portfolio/Representatives/{key}/Documents Representatives create blob async #
GET /v1/Portfolio/Representatives/{key}/Documents/{fileId} Gets a file for the client with the specified key and the file with the… #
PUT /v1/Portfolio/Representatives/{key}/Documents/{fileId} Representatives update blob async #
DELETE /v1/Portfolio/Representatives/{key}/Documents/{fileId} Representatives delete blob #
GET /v1/Portfolio/Representatives/{key}/Documents/{fileId}/Download Gets the raw data of the specific file with the blobId provided which is… #
PUT /v1/Portfolio/Representatives/{key}/MakeDefault Sets the rep as the default #
GET /v1/Portfolio/Representatives/{key}/ReportImage Gets the representative's report image if one exists. #
GET /v1/Portfolio/Representatives/{key}/Simple Gets the simple representative that has the provided key. #
PUT /v1/Portfolio/Representatives/{key}/SSNTaxId Retrieve or update SSN for representative #
GET /v1/Portfolio/Representatives/{key}/Subadvisors Representatives get approved subadvisors for rep #
GET /v1/Portfolio/Representatives/{key}/UserDefinedFields Representatives get user defined fields #
POST /v1/Portfolio/Representatives/Action/Delete Representatives action delete async #
PUT /v1/Portfolio/Representatives/Action/RecalculateAUMData Endpoint to recalculate AUM data for a representative #
POST /v1/Portfolio/Representatives/Action/ValidateChangeHistory/{repId} Representatives validate change history async #
GET /v1/Portfolio/Representatives/Client/{key} Gets a simple list of representatives that matches the client key #
GET /v1/Portfolio/Representatives/GetDefault Gets the default rep #
GET /v1/Portfolio/Representatives/Reptitles Representatives get rep titles #
PUT /v1/Portfolio/Representatives/Reptitles Representatives update rep titles #
GET /v1/Portfolio/Representatives/Simple Gets a simple list of representatives that the logged in user has access to #
POST /v1/Portfolio/Representatives/Simple/List Gets a simple list of representatives that match one of the keys in the… #
POST /v1/Portfolio/Representatives/Simple/List/Id Gets a simple list of representatives that match one of the keys in the… #
GET /v1/Portfolio/Representatives/Simple/Search Gets a simple list of representatives that the logged in user has access to… #
GET /v1/Portfolio/Representatives/Simple/Search/{search} Gets a simple list of representatives that the logged in user has access to… #
GET /v1/Portfolio/Representatives/Value Gets a simple list of representatives (including aum for today) that the logged… #
GET /v1/Portfolio/Representatives/Value/{asOfDate} Gets a simple list of representatives (including aum for the end of the date… #
GET /v1/Portfolio/Representatives/Verbose Representatives get verbose #
PUT /v1/Portfolio/Representatives/Verbose Representatives update verbose representatives async #
POST /v1/Portfolio/Representatives/Verbose Create new representative #
GET /v1/Portfolio/Representatives/Verbose/{key} Representatives get verbose by key async #
PUT /v1/Portfolio/Representatives/Verbose/{key} Representatives update verbose representative async #
POST /v1/Portfolio/Representatives/Verbose/List Representatives get verbose list by id #
POST /v1/Portfolio/Representatives/Verbose/List/Id Representatives post V1 portfolio representatives verbose list id #
GET /v1/Portfolio/Representatives/Verbose/New Representatives 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-representatives-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-representatives-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Representatives 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-representatives-api-openapi.yml