Orion Advisor Solutions

Orion Advisor Solutions Reporting/Required Minimum Distribution API

The Reporting/RequiredMinimumDistribution API from Orion Advisor Solutions — 14 operation(s) for reporting/requiredminimumdistribution.

GitHub OpenAPI

Operations 14

GET /v1/Reporting/RequiredMinimumDistribution/Accounts Required minimum distribution get rmd account calculations async #
PUT /v1/Reporting/RequiredMinimumDistribution/Accounts/{accountId}/notes Required minimum distribution update rmd account RMD notes async #
PUT /v1/Reporting/RequiredMinimumDistribution/Accounts/{accountId}/RmdAmountOverride Required minimum distribution update rmd account rmd amount override async #
PUT /v1/Reporting/RequiredMinimumDistribution/Accounts/{accountId}/satisfied/{isSatisfied} Required minimum distribution update rmd account is satisfied async #
PUT /v1/Reporting/RequiredMinimumDistribution/Accounts/{accountId}/YearEnd Required minimum distribution update rmd account year end value async #
GET /v1/Reporting/RequiredMinimumDistribution/Accounts/Custom Required minimum distribution get rmd account custom fields async #
POST /v1/Reporting/RequiredMinimumDistribution/Action/RunSchwabRmd Required minimum distribution run schwab rmd data retrieval process #
POST /v1/Reporting/RequiredMinimumDistribution/Calculate Required minimum distribution calculate async #
POST /v1/Reporting/RequiredMinimumDistribution/CalculateAccountsSave Required minimum distribution calculate accounts save async #
POST /v1/Reporting/RequiredMinimumDistribution/CalculateRegistrationsSave Required minimum distribution calculate registrations save async #
GET /v1/Reporting/RequiredMinimumDistribution/Registrations Required minimum distribution get rmd registration calculations async #
PUT /v1/Reporting/RequiredMinimumDistribution/Registrations/{registrationId}/notes Required minimum distribution update rmd registration RMD notes async #
PUT /v1/Reporting/RequiredMinimumDistribution/Registrations/{registrationId}/satisfied/{isSatisfied} Required minimum distribution update rmd registration is satisfied async #
GET /v1/Reporting/RequiredMinimumDistribution/RmdCalculationCounts Required minimum distribution get rmd calculation counts async #

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-reporting-requiredminimumdistribution-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-reporting-requiredminimumdistribution-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Required Minimum Distribution 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-reporting-requiredminimumdistribution-api-openapi.yml