The endpoint { PUT /api/v2/Portfolio/Portfolios/action/setPortfolioTradeBlock } – Accepts an array of portfolio.id and doNotTrade. The call to Eclipse will toggle trade blocked on the portfolio and will sync to Orion…
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The endpoint { PUT api/v2/account/accounts/action/setAccountTradeBlock } – Accepts an array of account.id, isDoNotBuySell, isCustodialRestriction. The call to Eclipse will toggle trade block in Eclipse and sync to Orion Connect. id…
Restricted Plans allow you to create a list of securities that are available to be purchased in an account. For example, you may use this for clients with a 401(k)…
To exclude/include portfolios from Tax Loss Harvesting (TLH), Out Of Tolerance (OOT) and Cash Needs dashboards until a set date, the below endpoint can be used. The corresponding Trade Tools…
This article shows how to lookup an account using a financial account number. Often, external users will have a financial account number, and will need to lookup the Eclipse Account…
This article explains how to set the “Security Preferences” to an entity in eclipse using the api. Security preference are those ticket specific preferences such as exclude from rebalance, min…