openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Custodian Dashboard API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/CustodianDashboard paths: /v1/Integrations/CustodianDashboard/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetInitAsync parameters: - name: accountId 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 dashboard get init async x-summary-source: derived /v1/Integrations/CustodianDashboard/AccountBalance/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetAccountBalanceAsync parameters: - name: accountId 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 dashboard get account balance async x-summary-source: derived /v1/Integrations/CustodianDashboard/Alerts/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetAlertsAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: startDate in: query required: false schema: type: string format: date-time - name: endDate in: query required: false schema: type: string format: date-time - 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: [] summary: Custodian dashboard get alerts async x-summary-source: derived /v1/Integrations/CustodianDashboard/Alerts/Account/{accountId}/{alertId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetAlertDetailsAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: alertId in: path required: true schema: type: string - name: masterAccountNumber in: query 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: [] summary: Custodian dashboard get alert details async x-summary-source: derived /v1/Integrations/CustodianDashboard/Auth/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetAuthAsync parameters: - name: accountId 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 dashboard get auth async x-summary-source: derived /v1/Integrations/CustodianDashboard/costbasis/positions/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetCostbasisPositionAsync parameters: - name: accountId 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 dashboard get costbasis position async x-summary-source: derived /v1/Integrations/CustodianDashboard/costbasis/transactions/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetCostbasisTransactionsAsync parameters: - name: accountId 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 dashboard get costbasis transactions async x-summary-source: derived /v1/Integrations/CustodianDashboard/Documents/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetDocumentsAsync parameters: - name: accountId 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 dashboard get documents async x-summary-source: derived /v1/Integrations/CustodianDashboard/Documents/Account/{accountId}/DocumentType/{documentType}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_DownloadDocumentAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: documentType in: path required: true schema: type: string - name: documentId in: query required: true schema: type: string - name: documentName in: query required: true schema: type: string - 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 dashboard download document async x-summary-source: derived /v1/Integrations/CustodianDashboard/Positions/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetPositionsAsync parameters: - name: accountId 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 dashboard get positions async x-summary-source: derived /v1/Integrations/CustodianDashboard/RefreshToken: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_RefreshTokenAsync parameters: - 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 dashboard refresh token async x-summary-source: derived /v1/Integrations/CustodianDashboard/SI/AccountId/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_StandInstructAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: masterAccount in: query required: false schema: type: string - name: account in: query 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: [] summary: Custodian dashboard stand instruct async x-summary-source: derived /v1/Integrations/CustodianDashboard/SI/Details/AccountId/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_StandInstructDetsAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: masterAccount in: query required: false schema: type: string - name: account in: query 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: [] summary: Custodian dashboard stand instruct dets async x-summary-source: derived /v1/Integrations/CustodianDashboard/SI/Details/ByDetailId/{detailId}/master/{masterAccount}/account/{account}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_StandInstructByIdAsync parameters: - name: detailId in: path required: true schema: type: string - name: masterAccount in: path required: true schema: type: string - name: account in: path required: true schema: type: string - 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 dashboard stand instruct by id async x-summary-source: derived /v1/Integrations/CustodianDashboard/Transactions/Account/{accountId}: get: tags: - Integrations/CustodianDashboard operationId: CustodianDashboard_GetTransactionsAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: startDate in: query required: false schema: type: string format: date-time - name: endDate in: query required: false schema: type: string format: date-time - 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: [] summary: Custodian dashboard get transactions async x-summary-source: derived components: securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header