# Orion Advisor Solutions Portfolio/Representatives API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-representatives-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/Representatives 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/Representatives. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Portfolio/Representatives API from Orion Advisor Solutions — 33 operation(s) for portfolio/representatives. ## Operations (40) | Method | Path | Summary | |---|---|---| | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-representatives-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/Representatives --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-representatives-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.