# Orion API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-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 API is published by [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Wealth Management, Fintech, Financial Advisors, portfolio-accounting, and trading-rebalancing. The published artifact set on APIs.io includes API documentation, an OpenAPI specification, an API reference, and a getting-started guide.

REST/JSON API (OrionApi) for the Orion Portfolio Accounting System, spanning Portfolio, Trading (Eclipse), Billing, Reporting, Orion Connect, Risk, Planning, Astro, Bulk Extracts, and Notification Webhooks. Credential-gated with Basic Auth token, Impersonation, OAuth, refresh-token, switch-token, and SAML 2.0 SSO schemes.

## Operations (60 of 5460)

| Method | Path | Summary |
|---|---|---|
| POST | `/Actions/Remove` | Removes the Schwab integration for the current user. |
| POST | `/Actions/Setup` | — |
| GET | `/v1/{uri}` | — |
| PUT | `/v1/{uri}` | — |
| POST | `/v1/{uri}` | — |
| DELETE | `/v1/{uri}` | — |
| OPTIONS | `/v1/{uri}` | — |
| HEAD | `/v1/{uri}` | — |
| PATCH | `/v1/{uri}` | — |
| GET | `/v1/AdvisorTrading/BuySell/Data` | — |
| GET | `/v1/AdvisorTrading/Core/EclipseFirm` | — |
| GET | `/v1/AdvisorTrading/Instances/Rep/{repId}` | — |
| GET | `/v1/AdvisorTrading/Instances/Rep/{repId}/{tradeInstanceId}/Orders` | — |
| GET | `/v1/AdvisorTrading/SleeveAssignment/Data` | — |
| GET | `/v1/Aggregator` | Gets a list of all aggregators |
| GET | `/v1/Aggregator/AccessToken` | Gets a new access token from an id token request |
| GET | `/v1/Aggregator/Accounts` | Gets All Akoya Accounts with balances |
| GET | `/v1/Aggregator/Holdings` | Get All Holdings |
| GET | `/v1/Aggregator/Token` | Gets All Idtokens for a single credentialId (aka: applinkdtlId) |
| PUT | `/v1/Aggregator/Token` | Update refresh token of an akoya user |
| GET | `/v1/Aggregator/Transactions` | Get All Transactions |
| GET | `/v1/Authorization/Databases` | Gets a list of databases the logged in user has access to. The list includes a mark for which one the user is currently logged into. |
| GET | `/v1/Authorization/Profiles` | Gets a list of profiles for the currently logged in user. |
| GET | `/v1/Authorization/User` | Gets commonly used information about the logged in user. |
| POST | `/v1/Authorization/User` | Create a new Client level user. Special permissions are required to allow client users to be created through this method. The selected user name must be uniq... |
| GET | `/v1/Authorization/User/AvailableToConnect/{searchText}` | Gets a list of users that the current user is allowed to connect with. |
| GET | `/v1/Authorization/User/Databases` | Gets a list of databases the logged in user has access to. |
| GET | `/v1/Authorization/User/Databases/{key}` | Gets the database that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown. |
| PUT | `/v1/Authorization/User/Databases/{key}` | — |
| PUT | `/v1/Authorization/User/Databases/Action/LockDown` | — |
| GET | `/v1/Authorization/User/Databases/LockDown` | — |
| GET | `/v1/Authorization/User/Gravatar` | Gets commonly used information about the logged in user. |
| GET | `/v1/Authorization/User/Integrations/{app}` | Retreives the Intgration information for the specified integration partner application for the user that is currently logged in, or the impersonated user. |
| PUT | `/v1/Authorization/User/Integrations/{app}` | Updates the current users integration information for the Currently logged in, or the impersonated user. |
| DELETE | `/v1/Authorization/User/Integrations/{app}` | Deletes the integration information for the specified integration application, and for the current logged in user. |
| POST | `/v1/Authorization/User/Integrations/SaleForce` | — |
| GET | `/v1/Authorization/User/Logo` | Gets the user's logo |
| GET | `/v1/Authorization/User/Privileges` | — |
| GET | `/v1/Authorization/User/Privileges/{code}` | Gets the right that the logged in user has that matches the security code provided. |
| POST | `/v1/Authorization/User/Privileges/Codes` | Gets the rights that the logged in user has that matches the security codes provided. |
| PUT | `/v1/Authorization/User/Reset` | Marks the currently logged in user as reset, requiring a password change on next login. |
| GET | `/v1/Authorization/User/Rights` | Gets a list of rights that the logged in user has. |
| GET | `/v1/Authorization/User/Rights/{securitycode}` | Gets the right that the logged in user has that matches the security code provided. |
| GET | `/v1/Authorization/User/Rights/Groups` | Gets the groups that the logged in user has access to. |
| GET | `/v1/Authorization/User/Rights/ObjectTypeCode/{code}` | Gets the rights that the logged in user has that fall within the object type code provided. |
| GET | `/v1/Authorization/User/ServiceTeam` | — |
| GET | `/v1/Authorization/User/Verbose` | — |
| PUT | `/v1/Authorization/User/Verbose` | — |
| GET | `/v1/Billing/Accounts` | — |
| GET | `/v1/Billing/Accounts/{key}` | Gets the bill account that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown. |
| PUT | `/v1/Billing/Accounts/{key}/CreditCardNumber` | Return Credit Card Number |
| GET | `/v1/Billing/Accounts/{key}/DefaultPercentsForGeneralAccount` | Gets Percent for Account |
| GET | `/v1/Billing/Accounts/{key}/RecurringAdjustments` | Returns accounts with recurring adjustments |
| GET | `/v1/Billing/Accounts/{key}/Tickers/Simple` | Generate Tickers associated with account |
| GET | `/v1/Billing/Accounts/AccountSearch` | Search Billing Accounts |
| GET | `/v1/Billing/Accounts/AccountSearch/{search}` | Search Billing Accounts |
| POST | `/v1/Billing/Accounts/CheckPayforAccounts` | check bill account paymethid indirect can't add payfor accounts |
| GET | `/v1/Billing/Accounts/GetAllPaidbyBillAccounts` | Return all acount ids paying for someone |
| GET | `/v1/Billing/Accounts/GetCounts` | — |
| GET | `/v1/Billing/Accounts/Grid` | — |

…and 5400 more operations. The page lists the first 250; the full set of 5460 is in the OpenAPI linked below.

## Machine-readable artifacts (8)

- **Documentation** — https://developers.orionadvisor.com/quick-start/
- **Documentation** — https://developers.orionadvisor.com/guides/
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-orion-connect-openapi.json
- **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
- **Overlay** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/overlays/orion-advisor-solutions-orion-connect-overlay.yaml
- **APIsJSON** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/apis.yml

## Tags

Wealth Management, Fintech, Financial Advisors, portfolio-accounting, trading-rebalancing, Financial Planning, Billing, Reporting, Risk, RIA-technology

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.