api

Data API Examples

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Introduction

This is an API which allows external vendors to integrate with Wealth Access. In order to successfully call this API, the following values must first be provided by Wealth Access: API Key,
Secret and at least one Advisor External User Id.
Read About Authentication See Documentation for Version 1

ADVISOR Based Endpoints

Diversifications

API
Description

GET api/v2/Advisor/Diversifications

Returns a list of possible diversifications for an advisor.

Accounts

API
Description

GET api/v2/advisor/accounts?ignoreOrion={ignoreOrion}

Returns a list of accounts for a given advisor.

AdvisorInvestorDiversificationHoldings

API
Description

GET api/v2/advisor/investors/{investorId}/diversificationholdingsdiversificationId={diversificationId}&categoryId={categoryId}&ignoreOrion={ignoreOrion}

Returns a list of holdings and their diversification for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

AdvisorInvestorDocuments

API
Description

GET api/v2/advisor/investors/{investorId}/documents?parentId={parentId}&searchTerm={searchTerm}

Returns a list of documents for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

API
Description

GET api/v2/advisor/investors/{investorId}/documents/{VaultFileId}?IsPreview= {IsPreview}&AdvisorId={AdvisorId}

Download specific file or folder. Investor is specified by the investorId returned from the advisor/investors endpoint.

API
Description

POST api/v2/advisor/investors/{InvestorId}/documents?ParentId={ParentId}

Upload file specified by the investorId returned from the advisor/investors endpoint.

AdvisorInvestorBrokerageTransactions

API
Description

GET api/v2/advisor/investors/{investorId}/brokeragetransactions?startDate={startDate}&endDate={endDate}&ignoreOrion={ignoreOrion}

Returns a list of brokerage transactions for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

AdvisorInvestorBankTransactions

MGPInvestorAccess

API
Description

GET api/v2/advisor/mgpinvestoraccess?householdId={householdId}

Returns a list of accounts for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

AdvisorInvestorAccounts

API
Description

GET api/v2/advisor/investors/{investorId}/accounts?ignoreOrion={ignoreOrion}

Returns a list of accounts for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

API
Description

GET api/v2/advisor/orioninvestors/{householdId}/accounts

No documentation available.

AdvisorInvestorTransactions

API
Description

GET api/v2/advisor/investors/{investorId}/transactions?startDate={startDate}&endDate={endDate}&ignoreOrion={ignoreOrion}

Returns a list of brokerage transactions for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

Investors

API
Description

GET api/v2/advisor/investors

Returns a list of investors for a given advisor.

Transactions

API
Description

GET api/v2/advisor/transactions?startDate={startDate}&endDate={endDate}&transactionId={transactionId}&ignoreOrion={ignoreOrion}

Returns a list of brokerage transactions for all investors under an advisor within the date range or after the transactionId.

Holdings

API
Description

GET api/v2/advisor/holdings?ignoreOrion={ignoreOrion}

Returns a list of holdings for a given advisor.

Classifications

API
Description

GET api/v2/Advisor/Classifications

Returns a list of possible classifications for an advisor

AdvisorInvestorProfile

API
Description

GET api/v2/advisor/investors/{investorId}/profile

Returns the user profile for a given user.

AdvisorInvestorHoldings

API
Description

GET api/v2/advisor/investors/{investorId}/holdings?ignoreOrion={ignoreOrion}

Returns a list of holdings for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.

API
Description

GET api/v2/advisor/orioninvestors/{householdId}/holdings

No documentation available.

INVESTOR Based Endpoints

InvestorAccountTransactions

InvestorAccountDocuments

API
Description

GET api/v2/investor/accounts/documents?clientIdentifier={clientIdentifier}&accountNumber={accountNumber}

Returns a list of documents for a given account and user.

InvestorAccountOverrides

InvestorAccounts

InvestorProfile

API
Description

GET api/v2/investor/profile?clientIdentifier={clientIdentifier}

Returns a list of accounts for a given user.

InvestorAccountHoldings

API
Description

GET api/v2/investor/accounts/holdings?clientIdentifier={clientIdentifier}&accountNumber={accountNumber}

Returns a list of holdings for a given account and user.

FIRM Based Endpoints

Diversifications

API
Description

GET api/v2/firm/investors?firm={firm}

Returns a list of all clients under a firm.

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