# Orion Advisor Solutions Portfolio/Validate Import API

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

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

## Operations (60 of 80)

| Method | Path | Summary |
|---|---|---|
| POST | `/v1/Portfolio/ValidateImport/Clients` | Portfolio validate import clients import invite clients |
| POST | `/v1/Portfolio/ValidateImport/FinancialPlanningFee` | Portfolio validate import financial planning fee import client FPF async |
| POST | `/v1/Portfolio/ValidateImport/FinancialPlanningFee/List` | Used to create a new composite accounts. |
| GET | `/v1/Portfolio/ValidateImport/FinancialPlanningFee/Templates/Csv` | Portfolio validate import financial planning fee get csv template |
| GET | `/v1/Portfolio/ValidateImport/FinancialPlanningFee/Templates/Xls` | Portfolio validate import financial planning fee get xls template |
| GET | `/v1/Portfolio/ValidateImport/FinancialPlanningFee/Templates/Xlsx` | Portfolio validate import financial planning fee get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance` | Portfolio validate import hypothetical monthly performance value post as… |
| GET | `/v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance/Templates/Csv` | Portfolio validate import hypothetical monthly performance value get csv… |
| GET | `/v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance/Templates/Xls` | Portfolio validate import hypothetical monthly performance value get xls… |
| GET | `/v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance/Templates/Xlsx` | Portfolio validate import hypothetical monthly performance value get xlsx… |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard` | Get all Mcl Wizard Setps Items |
| POST | `/v1/Portfolio/ValidateImport/MasterClientListWizard` | Takes an xlsx, xls, or csv file as multipart content. |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}` | Gets the Mcl Wizard Instance Item that has the provided key. |
| DELETE | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}` | Portfolio validate import master client list wizard delete async |
| POST | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Commit` | Commit the Mcl Wizard Instance data for provided key |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Custodian` | Gets the Custodian errors within Mcl Wizard Instance key provided. |
| POST | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/EntityUpdate` | Update the Mcl Wizard RepId, RegistrationTypeId, CustodianId, or FundFamilyId… |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Export` | Gets an xlsx file representation of the composite report |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/FundFamily` | Gets the Fund Family errors within Mcl Wizard Instance key provided . |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Household` | Gets the Mcl Wizard Household Items that that need correction for the provided… |
| POST | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Household` | Update the Mcl Wizard Household Items for provided key |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Registration` | Gets the Registration errors within Mcl Wizard Instance key provided . |
| POST | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Registration` | Update the Mcl Wizard Registration data for provided key |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/RegistrationType` | Gets the Registration Type errors within Mcl Wizard Instance key provided. |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Representative` | Gets the Representative errors within Mcl Wizard Instance key provided. |
| GET | `/v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Summary` | Gets the Summary within Mcl Wizard Instance key provided . |
| POST | `/v1/Portfolio/ValidateImport/MergeAccounts` | Portfolio validate import merge accounts import related households async |
| GET | `/v1/Portfolio/ValidateImport/MergeAccounts/Templates/Csv` | Portfolio validate import merge accounts get csv template |
| GET | `/v1/Portfolio/ValidateImport/MergeAccounts/Templates/Xls` | Portfolio validate import merge accounts get xls template |
| GET | `/v1/Portfolio/ValidateImport/MergeAccounts/Templates/Xlsx` | Portfolio validate import merge accounts get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/NewPortfolio` | Portfolio validate import accounts import accounts async |
| POST | `/v1/Portfolio/ValidateImport/NewPortfolio/Process` | Portfolio validate import accounts process accounts async |
| POST | `/v1/Portfolio/ValidateImport/Participant` | Portfolio validate import participants import participants async |
| GET | `/v1/Portfolio/ValidateImport/Participant/Templates/Csv` | Portfolio validate import participants get csv template |
| GET | `/v1/Portfolio/ValidateImport/Participant/Templates/Xls` | Portfolio validate import participants get xls template |
| GET | `/v1/Portfolio/ValidateImport/Participant/Templates/Xlsx` | Portfolio validate import participants get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/ProductCategoryWeighted` | Portfolio validate import product category weighted import product category… |
| PUT | `/v1/Portfolio/ValidateImport/ProductCategoryWeighted/Import` | Portfolio validate import product category weighted import product category… |
| GET | `/v1/Portfolio/ValidateImport/ProductCategoryWeighted/Templates/Csv` | Portfolio validate import product category weighted get csv template |
| GET | `/v1/Portfolio/ValidateImport/ProductCategoryWeighted/Templates/Xls` | Portfolio validate import product category weighted get xls template |
| GET | `/v1/Portfolio/ValidateImport/ProductCategoryWeighted/Templates/Xlsx` | Portfolio validate import product category weighted get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/ProductClassWeighted` | Portfolio validate import product class weighted import product class weighted… |
| PUT | `/v1/Portfolio/ValidateImport/ProductClassWeighted/Import` | Portfolio validate import product class weighted import product class weighted |
| GET | `/v1/Portfolio/ValidateImport/ProductClassWeighted/Templates/Csv` | Portfolio validate import product class weighted get csv template |
| GET | `/v1/Portfolio/ValidateImport/ProductClassWeighted/Templates/Xls` | Portfolio validate import product class weighted get xls template |
| GET | `/v1/Portfolio/ValidateImport/ProductClassWeighted/Templates/Xlsx` | Portfolio validate import product class weighted get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/ProductsPricesLocal` | Portfolio validate import products prices local import related households async |
| GET | `/v1/Portfolio/ValidateImport/ProductsPricesLocal/Templates/Csv` | Portfolio validate import products prices local get csv template |
| GET | `/v1/Portfolio/ValidateImport/ProductsPricesLocal/Templates/Xls` | Portfolio validate import products prices local get xls template |
| GET | `/v1/Portfolio/ValidateImport/ProductsPricesLocal/Templates/Xlsx` | Portfolio validate import products prices local get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/RMDUpdate` | Takes an xlsx, xls, or csv file as multipart content. |
| POST | `/v1/Portfolio/ValidateImport/RMDUpdate/Process` | Portfolio validate import rmd update mass update RMD async |
| POST | `/v1/Portfolio/ValidateImport/Sloa` | Portfolio validate import sloa import sloas async |
| PUT | `/v1/Portfolio/ValidateImport/Sloa/Import` | Portfolio validate import sloa import sloas |
| GET | `/v1/Portfolio/ValidateImport/Sloa/Templates/Csv` | Portfolio validate import sloa get csv template |
| GET | `/v1/Portfolio/ValidateImport/Sloa/Templates/Xls` | Portfolio validate import sloa get xls template |
| GET | `/v1/Portfolio/ValidateImport/Sloa/Templates/Xlsx` | Portfolio validate import sloa get xlsx template |
| POST | `/v1/Portfolio/ValidateImport/StoredPerformance` | Portfolio validate import stored performance import stored performance async |
| POST | `/v1/Portfolio/ValidateImport/StoredPerformance/ExportErrors` | Portfolio validate import stored performance export errors async |
| GET | `/v1/Portfolio/ValidateImport/StoredPerformance/ExportErrors/{filename}` | Portfolio validate import stored performance run report async |

…and 20 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-validateimport-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

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- [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/)
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- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
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- [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/ValidateImport

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