openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Schwab Status API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/SchwabStatus paths: /v1/Integrations/SchwabStatus/AlertsV2: get: tags: - Integrations/SchwabStatus operationId: SchwabStatus_GetV2AlertsAsync parameters: - name: startDate in: query required: true schema: type: string format: date-time - name: endDate in: query required: true schema: type: string format: date-time - name: accountNumber in: query required: false schema: type: string - name: nextCursor in: query required: false schema: type: string - name: overrideToken in: query required: false schema: type: string - name: filterType in: query required: false schema: type: string - name: status 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: Schwab status get V2 alerts async x-summary-source: derived /v1/Integrations/SchwabStatus/AlertsV2/Details: post: tags: - Integrations/SchwabStatus operationId: SchwabStatus_PostV2AlertsAsync parameters: - name: overrideToken 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: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto' required: true summary: Schwab status post V2 alerts async x-summary-source: derived /v1/Integrations/SchwabStatus/AlertsV2/Details/{detailId}: get: tags: - Integrations/SchwabStatus operationId: SchwabStatus_GetV1IntegrationsSchwabStatusAlertsV2DetailsByDetailId parameters: - name: detailId in: path required: true schema: type: string - name: overrideToken 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: Schwab status get V1 integrations schwab status alerts V2 details by detail id x-summary-source: derived /v1/Integrations/SchwabStatus/AlertsV2/ForceRefresh: get: tags: - Integrations/SchwabStatus operationId: SchwabStatus_ForceRefreshAsync parameters: - name: userId in: query required: true schema: type: integer format: int32 - name: userDetailId in: query 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: Schwab status force refresh async x-summary-source: derived /v1/Integrations/SchwabStatus/Limit/{limit}/Skip/{skip}: get: tags: - Integrations/SchwabStatus operationId: SchwabStatus_AccountsAsync parameters: - name: limit in: path required: true schema: type: integer format: int32 - name: skip 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: Schwab status accounts async x-summary-source: derived /v1/Integrations/SchwabStatus/OPS/Limit/{limit}/Skip/{skip}: get: tags: - Integrations/SchwabStatus summary: 'Note: Timeouts will occur if requested dataset is too large.' operationId: SchwabStatus_OPSAsync parameters: - name: limit in: path description: Internal. Opaque to Schwab API required: true schema: type: integer format: int32 - name: skip in: path description: Internal. Opaque to Schwab API required: true schema: type: integer format: int32 - name: startDate in: query description: 'Default: 1 day ago' required: false schema: type: string format: date-time - name: endDate in: query description: 'Default: Current UTC time' required: false schema: type: string format: date-time - name: firstPageOnly in: query description: 'Default: True' required: false schema: type: boolean default: true - 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/SchwabStatus/OTP: post: tags: - Integrations/SchwabStatus operationId: SchwabStatus_OtpAsync parameters: - name: otp in: query required: true 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: Schwab status otp async x-summary-source: derived /v1/Integrations/SchwabStatus/StatusV2/OPS: get: tags: - Integrations/SchwabStatus summary: This is v2 of the current implementation of the AS Status API. operationId: SchwabStatus_GetStatusV2OpsAsync parameters: - 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: firstPageOnly in: query description: 'Default: true' required: false schema: type: boolean default: true - name: maskAcct in: query description: 'Mask account numbers. Default: false' required: false schema: type: boolean default: false - name: statusFilter in: query description: "Comma separated list of filters. Default: empty string (unfiltered)\n Action NeededCanceledIn ProcessNewResolved" 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/SchwabStatus/StatusV2/OPS/Events: get: tags: - Integrations/SchwabStatus operationId: SchwabStatus_GetStatusV2EventsOpsAsync parameters: - name: feedId in: query required: true schema: type: string - name: statusObjectId in: query required: true 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: Schwab status get status V2 events ops async x-summary-source: derived /v1/Integrations/SchwabStatus/StatusV2/OPS/Limit/{limit}/Skip/{skip}: get: tags: - Integrations/SchwabStatus summary: 'Proxy for AS Status POST: /stat-feed/status-objects' operationId: SchwabStatus_GetPagedStatusV2OpsAsync parameters: - name: limit in: path required: true schema: type: integer format: int32 - name: skip in: path required: true schema: type: integer format: int32 - name: startDate in: query description: 'Note: Schwab API is based on EST. The earliest and default date supported is 90 days prior' required: false schema: type: string format: date-time - name: endDate in: query description: 'Note: Schwab API is based on EST' required: false schema: type: string format: date-time - name: firstPageOnly in: query required: false schema: type: boolean default: true - name: maskAcct in: query description: 'Mask account numbers. Default: false' required: false schema: type: boolean default: false - name: statusFilter in: query description: "Comma separated list of filters. Default: empty string (unfiltered)\n Action NeededCanceledIn ProcessNewResolved" 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/SchwabStatus/TestCert: get: tags: - Integrations/SchwabStatus operationId: SchwabStatus_TestCertAsync parameters: - name: limit in: query required: true schema: type: integer format: int32 - name: skip in: query 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: Schwab status test cert async x-summary-source: derived components: schemas: OAS.Integrations.SchwabV2.Alerts.SchwabAlertsV2DetailDto: properties: detailId: type: string masterAccount: type: string account: type: string showAccount: type: boolean xml: name: SchwabAlertsV2DetailDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header