# Orion Advisor Solutions Trading/Sleeve API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-trading-sleeve-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 Trading/Sleeve 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 Trading/Sleeve. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

The Trading/Sleeve API from Orion Advisor Solutions — 40 operation(s) for trading/sleeve.

## Operations (40)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Trading/Sleeve/Accounts` | Gets a list of account sleeves that the logged in user has access to. |
| GET | `/v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/GetETLPreference` | v2 Extract should always be used |
| PUT | `/v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/Transfer` | Use PUT /v1/Portfolio/SleeveTransfer/Action/Transfer/{entitySessionId} instead |
| PUT | `/v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/V2PartialETL` | Sleeve accounts V2 partial ETL |
| GET | `/v1/Trading/Sleeve/Accounts/{key}` | Gets the account sleeve that has the provided key. |
| GET | `/v1/Trading/Sleeve/Accounts/{key}/Histories` | Gets a list of account sleeve histories for the key provided |
| PUT | `/v1/Trading/Sleeve/Accounts/{key}/Validate` | Validates updated values for account sleeve |
| GET | `/v1/Trading/Sleeve/Accounts/AgingCashBalance` | Returns accounts (sleeves) that are of type contribution, or distribution, that… |
| POST | `/v1/Trading/Sleeve/Accounts/List` | Gets a list of account sleeves that match one of the keys in the provided list |
| POST | `/v1/Trading/Sleeve/Accounts/List/Id` | Gets a list of account sleeves that match one of the keys in the provided list |
| GET | `/v1/Trading/Sleeve/Registrations` | Gets a list of registration sleeves that the logged in user has access to. |
| GET | `/v1/Trading/Sleeve/Registrations/{key}` | Gets the registration sleeve that has the provided key. |
| PUT | `/v1/Trading/Sleeve/Registrations/{key}/Action/CWMProcess` | Used to update a registration sleeve as well as its underlying account sleeves |
| PUT | `/v1/Trading/Sleeve/Registrations/{key}/Action/MoveInactiveValue` | Moves value in inactive sleeves in the registration to active sleeves |
| GET | `/v1/Trading/Sleeve/Registrations/{key}/Check` | Check Registration |
| GET | `/v1/Trading/Sleeve/Registrations/{key}/Histories` | Gets a list of registration sleeve histories for the key provided |
| GET | `/v1/Trading/Sleeve/Registrations/{key}/Histories/Accounts` | Gets a list of account sleeve histories for the key provided |
| GET | `/v1/Trading/Sleeve/Registrations/{key}/Histories/Registrations` | Gets a list of registration sleeve histories for the key provided |
| PUT | `/v1/Trading/Sleeve/Registrations/{key}/Validate` | Validate Registration Sleeve |
| DELETE | `/v1/Trading/Sleeve/Registrations/{regId}` | Delete sleeves that were mistakenly made |
| GET | `/v1/Trading/Sleeve/Registrations/{registrationId}/GetEclipseEnabled` | Sleeve registrations get eclipse enabled |
| PUT | `/v1/Trading/Sleeve/Registrations/Action/MoveInactiveValue` | Moves value in all inactive sleeves to active sleeves |
| POST | `/v1/Trading/Sleeve/Registrations/Action/Process` | Used to update a registration sleeve as well as its underlying account sleeves |
| POST | `/v1/Trading/Sleeve/Registrations/Action/Process/Batch` | Used to update multiple registrations sleeve as well as its underlying account… |
| POST | `/v1/Trading/Sleeve/Registrations/Action/Process/Historical` | Used to create historical sleeves |
| POST | `/v1/Trading/Sleeve/Registrations/Action/Process/Historical/Batch` | Process a batch of historical sleeves import |
| POST | `/v1/Trading/Sleeve/Registrations/Action/Process/SleeveSetUpWizard` | Used to update a registration sleeve as well as its underlying account sleeves |
| POST | `/v1/Trading/Sleeve/Registrations/Action/Unlock` | Change registrations to Custom Sleeve by a list of accountIds |
| PUT | `/v1/Trading/Sleeve/Registrations/Batch` | Updates registration sleeve values without processing account sleeves |
| POST | `/v1/Trading/Sleeve/Registrations/Guardrails/Action/Validate` | Sleeve registrations validate risk guardrails |
| POST | `/v1/Trading/Sleeve/Registrations/ImportCheck` | Import Check |
| GET | `/v1/Trading/Sleeve/Registrations/IsDoNotTrade` | Gets the registration sleeves that have IsDoNotTrade = true. |
| POST | `/v1/Trading/Sleeve/Registrations/IsDoNotTrade/Set` | Gets the registration sleeves that have IsDoNotTrade = true. |
| POST | `/v1/Trading/Sleeve/Registrations/List` | Gets a list of registration sleeves that match one of the keys in the provided… |
| POST | `/v1/Trading/Sleeve/Registrations/List/Id` | Gets a list of registration sleeves that match one of the keys in the provided… |
| POST | `/v1/Trading/Sleeve/Registrations/ListWithAccountSleeves` | Gets a list of registration sleeves that match one of the keys in the provided… |
| PUT | `/v1/Trading/Sleeve/Registrations/SpecialSleeves` | Process special locked sleeves. This only processes model and platform |
| PUT | `/v1/Trading/Sleeve/Registrations/UpcomingSWP` | A quick update to the Registration Sleeve table to upcomingSWP flag without… |
| POST | `/v1/Trading/Sleeve/Registrations/UpcomingSWP/CreateAutoJournal` | Creates UpcomingSWP AutoJournal Transactions |
| PUT | `/v1/Trading/Sleeve/Registrations/UpdateFirmId/{key}` | A quick update to the Registration Sleeve talbe to write the FirmId to the… |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-trading-sleeve-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

Trading/Sleeve

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