openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Wealth Access API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/WealthAccess paths: /v1/Integrations/WealthAccess/{clientId}/IFrame/Url: get: tags: - Integrations/WealthAccess operationId: WealthAccess_GetWealthAccessRedirectUrlAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] summary: Wealth access get wealth access redirect url async x-summary-source: derived /v1/Integrations/WealthAccess/Configuration: get: tags: - Integrations/WealthAccess operationId: WealthAccess_GetConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' security: - Authorization: [] summary: Wealth access get configuration x-summary-source: derived put: tags: - Integrations/WealthAccess operationId: WealthAccess_UpdateConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.WealthAccess.IntegrationConfig' required: true summary: Wealth access update configuration x-summary-source: derived /v1/Integrations/WealthAccess/Remove: post: tags: - Integrations/WealthAccess operationId: WealthAccess_RemoveServiceAsync responses: '200': description: OK content: text/plain: schema: type: boolean application/json: schema: type: boolean text/json: schema: type: boolean application/xml: schema: type: boolean text/xml: schema: type: boolean multipart/form-data: schema: type: boolean security: - Authorization: [] summary: Wealth access remove service async x-summary-source: derived /v1/Integrations/WealthAccess/Setup: post: tags: - Integrations/WealthAccess operationId: WealthAccess_SetupServiceAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' required: true summary: Wealth access setup service async x-summary-source: derived components: schemas: OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto: properties: key: type: integer format: int32 productName: type: string termsAccepted: type: boolean xml: name: IntegrationSetupRequestDto type: object OAS.WebApi.DTO.Integrations.WealthAccess.IntegrationConfigDto: description: DTO representing data stored in the ExternalId property of a firm's AppLinksDetails record for WealthAccess integration. properties: installed: description: True if the integration is currently enabled for the firm, False otherwise. type: boolean externalUserId: description: The WealthAccess external user id. type: string partnerAppId: description: The unique ID of the partner app. type: integer format: int32 productName: description: The unique name of the partner app product. type: string xml: name: IntegrationConfigDto type: object OAS.DataModel.Integration.WealthAccess.IntegrationConfig: properties: externalUserId: type: string xml: name: IntegrationConfig type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header