Orion Advisor Solutions Authentication

generated: '2026-09-10'
method: searched
source: openapi/orion-advisor-solutions-orion-connect-openapi.json
docs: https://developers.orionadvisor.com/guides/authentication-third-party-website/
summary:
  types:
  - apiKey
  api_key_in:
  - header
  flows:
  - basic-to-session-token
  - impersonation
  - oauth-token-exchange
  - saml-2.0-sso
schemes:
- name: Authorization
  type: apiKey
  in: header
  parameter: Authorization
  description: 'JWT Authorization header using the Session scheme. Example: "Authorization:
    Session {token}"'
  sources:
  - openapi/orion-advisor-solutions-orion-connect-openapi.json
flows:
- flow: basic-to-session-token
  detail: 'GET https://api.orionadvisor.com/api/v1/security/token with
    "Authorization: Basic {base64(uid:pwd)}" using Orion service-level credentials
    (created by Orion Tech Support) returns an auth token, sent on subsequent calls
    as "Authorization: Session {token}".'
  operation: openapi/orion-advisor-solutions-orion-connect-openapi.json#Token_GetTokenAsync
- flow: impersonation
  detail: 'GET /v1/Security/Token with "Authorization: Impersonate {service_token}"
    plus "Entity: 5" (Household) and "EntityId: {HouseholdId}" headers returns an
    auth token impersonated as the specified household — for partners acting on
    behalf of an end user.'
- flow: oauth-token-exchange
  detail: POST /v1/Security/Token (Token_GetTokenForOAuthAsync) supports the OAuth
    framework; partners integrating on behalf of an end user can acquire a
    long-lived refresh token. Full flow docs are behind the OrionConnect login.
  operation: openapi/orion-advisor-solutions-orion-connect-openapi.json#Token_GetTokenForOAuthAsync
- flow: saml-2.0-sso
  detail: SAML 2.0 SSO for contextual sign-on into Orion and partner sites
    (https://developers.orionadvisor.com/guides/contextual-sso-into-orion/).
credentials:
  provisioning: On request — Orion technical contact or SME-Integrations@orion.com;
    https://developers.orionadvisor.com/creds-request/