GET api/v2/advisor/investors

Returns a list of investors for a given advisor.

Request Information

URI Parameters

None.

Body Parameters

None.

Response Information

Resource Description

AdvisorInvestorsResponse
NameDescriptionTypeAdditional information
TotalLength

integer

None.
Records

Collection of InvestorModel

None.

Response Formats

application/json, text/json

Sample: 
{
  "TotalLength": 1,
  "Records": [
    {
      "InvestorId": 1,
      "Name": "sample string 2",
      "NetWorth": 3.0,
      "Home": 4.0,
      "HomePercentage": 5.0,
      "LastLogin": "2025-10-30T01:41:39.2119723-05:00",
      "LastOrionLogin": "2025-10-30T01:41:39.2119723-05:00",
      "OnboardingStep": 0,
      "OnboardingStepDisplay": "sample string 6",
      "CanInvite": true,
      "Groups": [
        {
          "Id": 1,
          "Name": "sample string 2",
          "ParentId": 3
        },
        {
          "Id": 1,
          "Name": "sample string 2",
          "ParentId": 3
        }
      ],
      "CanImpersonate": true,
      "CanDelete": true,
      "InHousehold": true,
      "LastInviteDate": "2025-10-30T01:41:39.2130415-05:00",
      "AdditionalLogins": [
        {
          "InvestorId": 1,
          "UserId": 2,
          "FirstName": "sample string 3",
          "LastName": "sample string 4",
          "UserName": "sample string 5",
          "OnboardingStep": 0,
          "OnboardingStepDisplay": "sample string 6"
        },
        {
          "InvestorId": 1,
          "UserId": 2,
          "FirstName": "sample string 3",
          "LastName": "sample string 4",
          "UserName": "sample string 5",
          "OnboardingStep": 0,
          "OnboardingStepDisplay": "sample string 6"
        }
      ],
      "EstateId": 1,
      "UserId": 1,
      "InvestorHHId": 1,
      "UserName": "sample string 11",
      "PrimaryAdvisorId": 1,
      "HideMembers": true,
      "PrimaryAdvisorName": "sample string 12",
      "Investors": [],
      "TargetAllocation": "sample string 13",
      "InTarget": true,
      "IsAdminLocked": true
    },
    {
      "InvestorId": 1,
      "Name": "sample string 2",
      "NetWorth": 3.0,
      "Home": 4.0,
      "HomePercentage": 5.0,
      "LastLogin": "2025-10-30T01:41:39.2119723-05:00",
      "LastOrionLogin": "2025-10-30T01:41:39.2119723-05:00",
      "OnboardingStep": 0,
      "OnboardingStepDisplay": "sample string 6",
      "CanInvite": true,
      "Groups": [
        {
          "Id": 1,
          "Name": "sample string 2",
          "ParentId": 3
        },
        {
          "Id": 1,
          "Name": "sample string 2",
          "ParentId": 3
        }
      ],
      "CanImpersonate": true,
      "CanDelete": true,
      "InHousehold": true,
      "LastInviteDate": "2025-10-30T01:41:39.2130415-05:00",
      "AdditionalLogins": [
        {
          "InvestorId": 1,
          "UserId": 2,
          "FirstName": "sample string 3",
          "LastName": "sample string 4",
          "UserName": "sample string 5",
          "OnboardingStep": 0,
          "OnboardingStepDisplay": "sample string 6"
        },
        {
          "InvestorId": 1,
          "UserId": 2,
          "FirstName": "sample string 3",
          "LastName": "sample string 4",
          "UserName": "sample string 5",
          "OnboardingStep": 0,
          "OnboardingStepDisplay": "sample string 6"
        }
      ],
      "EstateId": 1,
      "UserId": 1,
      "InvestorHHId": 1,
      "UserName": "sample string 11",
      "PrimaryAdvisorId": 1,
      "HideMembers": true,
      "PrimaryAdvisorName": "sample string 12",
      "Investors": [],
      "TargetAllocation": "sample string 13",
      "InTarget": true,
      "IsAdminLocked": true
    }
  ]
}

application/xml

Sample:

Sample not available.

text/xml

Sample:

Sample not available.