Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Wholesalers API

The Portfolio/Wholesalers API from Orion Advisor Solutions — 14 operation(s) for portfolio/wholesalers.

GitHub OpenAPI

Operations 20

GET /v1/Portfolio/Wholesalers Gets a list of wholesaler that the logged in user has access to #
GET /v1/Portfolio/Wholesalers/{key} Gets the wholesaler that has the provided key. #
GET /v1/Portfolio/Wholesalers/{key}/Documents Wholesalers get blobs #
POST /v1/Portfolio/Wholesalers/{key}/Documents Wholesalers create blob async #
GET /v1/Portfolio/Wholesalers/{key}/Documents/{fileId} Gets a file for the wholesaler with the specified key and the file with the… #
PUT /v1/Portfolio/Wholesalers/{key}/Documents/{fileId} Wholesalers update blob async #
DELETE /v1/Portfolio/Wholesalers/{key}/Documents/{fileId} Wholesalers delete blob #
GET /v1/Portfolio/Wholesalers/{key}/Documents/{fileId}/Download Gets the raw data of the specific file with the blobId provided which is… #
GET /v1/Portfolio/Wholesalers/{key}/UserDefinedFields Wholesalers get user defined fields #
PUT /v1/Portfolio/Wholesalers/Action/Delete Wholesalers delete #
GET /v1/Portfolio/Wholesalers/Simple Gets a simple list of wholesaler that the logged in user has access to #
GET /v1/Portfolio/Wholesalers/Verbose Wholesalers get verbose #
PUT /v1/Portfolio/Wholesalers/Verbose Wholesalers update verbose wholesaler #
POST /v1/Portfolio/Wholesalers/Verbose Create new wholesaler #
GET /v1/Portfolio/Wholesalers/Verbose/{key} Wholesalers get verbose by key #
PUT /v1/Portfolio/Wholesalers/Verbose/{key} Wholesalers put V1 portfolio wholesalers verbose by key #
PUT /v1/Portfolio/Wholesalers/Verbose/{key}/SSNTaxId Retrieve or update SSN for wholesaler #
POST /v1/Portfolio/Wholesalers/Verbose/List Wholesalers get verbose list by id #
POST /v1/Portfolio/Wholesalers/Verbose/List/Id Wholesalers post V1 portfolio wholesalers verbose list id #
GET /v1/Portfolio/Wholesalers/Verbose/New Wholesalers 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-wholesalers-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-wholesalers-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Wholesalers 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-wholesalers-api-openapi.yml