What this is In Orion Connect, access to a model aggregate is controlled through two mechanisms: Your integration may need to manage one or both of these depending on whether…
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Who this guide is for Integrators and technical partners who connect to Eclipse to manage which teams can access which models. In Eclipse, reps usually get model access through teams,…
Set Aside Cash is used by Eclipse to protect cash. The Eclipse trade tools will remove the specified cash according to the Set Aside setup, and will not trade it…
Overview The Option Import Trade API allows you to bulk-create option trades by uploading a spreadsheet containing option contract information. The system validates your data and creates orders in the…
Set Aside Cash can be created for sleeved portfolios in Eclipse. Create To create a set aside cash, you can make a POST call to https://www.orioneclipse.com/v1/portfolio/portfolios/45992/asideCash, where 45992 is the…
Purpose: This article will step through creating transactions into Advisor Maintained accounts within Orion Connect. You can use this endpoint for the creation of single or multiple transactions at once…
Purpose: This guide explains how to retrieve account sleeve information for a list of registration IDs using the OC application. It helps streamline the process of fetching sleeve data for…
This article outlines how to sleeve and un-sleeve accounts using the following API endpoint: [POST] https://api.orionadvisor.com/api/v1/Trading/Sleeve/Registrations/Action/Process Utilizing this API allows users to: Creating New Sleeved Accounts When creating new sleeves,…
Purpose: This Article will provide steps on how to SSO to specific pages within Advisor Portal. Simple Use Case: You would like users to land on commonly used pages when…
When attempting to assign a Registration to a Sleeve Strategy Aggregate in bulk, users can utilize the Batch API. This API will allow users to provide multiple Registrations to the…