Data API Examples
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
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
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
Returns a list of brokerage transactions for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.
AdvisorInvestorBankTransactions
API
Description
Returns a list of transactions for a given investor.
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.
API
Description
Enables or disables access for a specific MGP member.
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.
AdvisorInvestorTransactions
API
Description
Returns a list of brokerage transactions for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.
API
Description
GET api/v2/advisor/orioninvestors/{householdId}/transactions?startDate={startDate}&endDate={endDate}
No documentation available.
Investors
Transactions
API
Description
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.
INVESTOR Based Endpoints
InvestorAccountTransactions
API
Description
Returns a list of transactions for a given account and user.
InvestorAccountDocuments
API
Description
Returns a list of documents for a given account and user.
API
Description
Returns an investor's vault file document for download.
API
Description
Uploads a document for a given account and user.
InvestorAccountOverrides
API
Description
Returns a list of accounts for a given user.
InvestorAccounts
API
Description
Returns a list of accounts for a given user.
InvestorProfile
API
Description
GET api/v2/investor/profile?clientIdentifier={clientIdentifier}
Returns a list of accounts for a given user.
InvestorAccountHoldings
API
Description
Returns a list of holdings for a given account and user.