openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Custodian API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Custodian paths: /v1/Integrations/Custodian/Account/{accountId}: get: tags: - Integrations/Custodian operationId: Custodian_GetCustodianForClientAccountAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: cancellation in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Custodian get custodian for client account async x-summary-source: derived /v1/Integrations/Custodian/Account/{accountId}/FidelityType: get: tags: - Integrations/Custodian operationId: Custodian_GetFidelityTypeForClientAccountAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: cancellation in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Custodian get fidelity type for client account async x-summary-source: derived /v1/Integrations/Custodian/Client/{clientId}: get: tags: - Integrations/Custodian operationId: Custodian_GetCustodianForClientAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: cancellation in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object deprecated: true security: - Authorization: [] summary: Custodian get custodian for client async x-summary-source: derived /v1/Integrations/Custodian/Document: get: tags: - Integrations/Custodian operationId: Custodian_GetFolders responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object deprecated: true security: - Authorization: [] summary: Custodian get folders x-summary-source: derived /v1/Integrations/Custodian/Document/{custodian}/{documentType}: get: tags: - Integrations/Custodian summary: Returns the document operationId: Custodian_GetV1IntegrationsCustodianDocumentByCustodianByDocumentType parameters: - name: custodian in: path required: true schema: type: string enum: - Pershing - Apex - TD - Schwab - Fidelity - GoldmanSachs - Axos - Undefined - Brinker_Fidelity - Arch - name: documentType in: path required: true schema: type: string enum: - GENERAL_DOCUMENT - STATEMENTS - CONFIRMS - TAX_STATEMENTS - NOTIFICATIONS - LETTERS - CORRESPONDENCE - TRADES - THIRD_PARTY_REPORTS - Tax1099 - Tax1099R - Tax5489 - name: id in: query required: true schema: type: string - name: fileName in: query required: false schema: type: string default: '' - name: custodianToken in: query required: false schema: type: string - name: accountNumber in: query required: false schema: type: string default: '' - name: accountType in: query required: false schema: type: string default: '' - name: taxDocType in: query required: false schema: type: string default: '' - name: reportType in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Custodian/Document/{custodian}/{documentType}/{id}: get: tags: - Integrations/Custodian summary: Returns the document operationId: Custodian_GetDocumentAsync parameters: - name: custodian in: path required: true schema: type: string enum: - Pershing - Apex - TD - Schwab - Fidelity - GoldmanSachs - Axos - Undefined - Brinker_Fidelity - Arch - name: documentType in: path required: true schema: type: string enum: - GENERAL_DOCUMENT - STATEMENTS - CONFIRMS - TAX_STATEMENTS - NOTIFICATIONS - LETTERS - CORRESPONDENCE - TRADES - THIRD_PARTY_REPORTS - Tax1099 - Tax1099R - Tax5489 - name: id in: path required: true schema: type: string - name: fileName in: query required: false schema: type: string default: '' - name: custodianToken in: query required: false schema: type: string - name: accountNumber in: query required: false schema: type: string default: '' - name: accountType in: query required: false schema: type: string default: '' - name: taxDocType in: query required: false schema: type: string default: '' - name: reportType in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Custodian/Document/Client/{clientId}: get: tags: - Integrations/Custodian summary: This is the starting point for getting Client Custodian Documents operationId: Custodian_GetSetUpCustodianForClientAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Custodian/Document/Client/BrinkerTest/{clientId}: get: tags: - Integrations/Custodian operationId: Custodian_TestBrinkerAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Custodian test brinker async x-summary-source: derived /v1/Integrations/Custodian/Document/Custodian/{custodian}/Client/{orionClientId}: get: tags: - Integrations/Custodian summary: Get documents for by custodian and client Id operationId: Custodian_GetDocumentsByClientAsync parameters: - name: custodian in: path description: The custodian to use. required: true schema: type: string enum: - Pershing - Apex - TD - Schwab - Fidelity - GoldmanSachs - Axos - Undefined - Brinker_Fidelity - Arch - name: orionClientId in: path description: The Orion Client ID required: true schema: type: integer format: int32 - name: startDate in: query description: Optional starting date range. If null the last year will be returned. required: false schema: type: string format: date-time - name: endDate in: query description: Optional ending date range. If null the last year will be returned. required: false schema: type: string format: date-time - name: documentTypes in: query description: The types of documents you want back. If null all will be returned. required: false style: form explode: true schema: type: array items: type: string enum: - GENERAL_DOCUMENT - STATEMENTS - CONFIRMS - TAX_STATEMENTS - NOTIFICATIONS - LETTERS - CORRESPONDENCE - TRADES - THIRD_PARTY_REPORTS - Tax1099 - Tax1099R - Tax5489 - name: custodianToken in: query description: A token to be passed to the custodian. required: false schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] components: securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header