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…
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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…
Overview The Tax Loss Harvesting API provides endpoints to identify opportunities, validate trades, and execute tax-loss harvesting transactions. The workflow consists of three main steps: Identify opportunities (Manual or Automated)…
The Account List API endpoint (api/v2/account/accounts/list) has been updated to accept a new format for a POST body, and to support pagination of results. Please review the API documentation for…
The Portfolio List API endpoint (api/v2/portfolio/portfolios/list) has been updated to accept a new format for a POST body, and to support pagination of results. Please review the API documentation for…
The Ticker Based Model endpoint is a simplified way to create an Eclipse Model passing in a paired down payload. The endpoint will create both a model and security set…
Portfolio Security Preferences: Getting current security preferences for a specific portfolio is a two step process: First, make a GET call to https://www.orioneclipse.com/v1/preference/Portfolio/51171, where 51171 is the Portfolio ID, and…