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.
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| investorId |
Required: Investor is specified by the investorId returned from the advisor/investors endpoint. |
integer |
Required |
| ignoreOrion |
Optional: Allows endpoint to return all accounts except for Orion accounts. |
boolean |
Default value is False |
Body Parameters
None.
Response Information
Resource Description
AdvisorAccountsResponse| Name | Description | Type | Additional information |
|---|---|---|---|
| TotalLength | integer |
None. |
|
| Records | Collection of AdvisorAccountModel |
None. |
Response Formats
application/json, text/json
Sample:
{
"TotalLength": 1,
"Records": [
{
"Investors": [
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
},
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
}
],
"AccountNumber": "sample string 1",
"HasTaxLots": true,
"WealthId": 3,
"AccountId": 4,
"Name": "sample string 5",
"Balance": 6.0,
"IsAsset": true,
"IsAssetDisplay": "sample string 8",
"InstitutionName": "sample string 9",
"InstitutionId": 1,
"ClassificationId": 1,
"ClassificationName": "sample string 10",
"ClassificationSort": 11,
"SubClassificationId": 1,
"SubClassificationName": "sample string 12",
"CreatedDate": "2025-01-02T15:26:39.7465462-06:00",
"LastUpdated": "2025-01-02T15:26:39.7465462-06:00",
"HasError": true,
"IsUpdating": true,
"AccountType": 17,
"IsHome": true,
"IsHomeDisplay": "sample string 19",
"Tags": {
"sample string 1": "sample string 2",
"sample string 3": "sample string 4"
},
"PrimaryAdvisorId": 1,
"PrimaryAdvisorName": "sample string 20"
},
{
"Investors": [
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
},
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
}
],
"AccountNumber": "sample string 1",
"HasTaxLots": true,
"WealthId": 3,
"AccountId": 4,
"Name": "sample string 5",
"Balance": 6.0,
"IsAsset": true,
"IsAssetDisplay": "sample string 8",
"InstitutionName": "sample string 9",
"InstitutionId": 1,
"ClassificationId": 1,
"ClassificationName": "sample string 10",
"ClassificationSort": 11,
"SubClassificationId": 1,
"SubClassificationName": "sample string 12",
"CreatedDate": "2025-01-02T15:26:39.7465462-06:00",
"LastUpdated": "2025-01-02T15:26:39.7465462-06:00",
"HasError": true,
"IsUpdating": true,
"AccountType": 17,
"IsHome": true,
"IsHomeDisplay": "sample string 19",
"Tags": {
"sample string 1": "sample string 2",
"sample string 3": "sample string 4"
},
"PrimaryAdvisorId": 1,
"PrimaryAdvisorName": "sample string 20"
}
]
}
application/xml, text/xml
Sample:
<AdvisorAccountsResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/ExternalAPI.Models.Advisor">
<Records xmlns:d2p1="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Advisor.Models">
<d2p1:AdvisorAccountModel>
<d2p1:AccountId>4</d2p1:AccountId>
<d2p1:AccountType>17</d2p1:AccountType>
<d2p1:Balance>6</d2p1:Balance>
<d2p1:ClassificationId>1</d2p1:ClassificationId>
<d2p1:ClassificationName>sample string 10</d2p1:ClassificationName>
<d2p1:ClassificationSort>11</d2p1:ClassificationSort>
<d2p1:CreatedDate>2025-01-02T15:26:39.7465462-06:00</d2p1:CreatedDate>
<d2p1:HasError>true</d2p1:HasError>
<d2p1:InstitutionId>1</d2p1:InstitutionId>
<d2p1:InstitutionName>sample string 9</d2p1:InstitutionName>
<d2p1:IsAsset>true</d2p1:IsAsset>
<d2p1:IsAssetDisplay>sample string 8</d2p1:IsAssetDisplay>
<d2p1:IsHome>true</d2p1:IsHome>
<d2p1:IsHomeDisplay>sample string 19</d2p1:IsHomeDisplay>
<d2p1:IsUpdating>true</d2p1:IsUpdating>
<d2p1:LastUpdated>2025-01-02T15:26:39.7465462-06:00</d2p1:LastUpdated>
<d2p1:Name>sample string 5</d2p1:Name>
<d2p1:PrimaryAdvisorId>1</d2p1:PrimaryAdvisorId>
<d2p1:PrimaryAdvisorName>sample string 20</d2p1:PrimaryAdvisorName>
<d2p1:SubClassificationId>1</d2p1:SubClassificationId>
<d2p1:SubClassificationName>sample string 12</d2p1:SubClassificationName>
<d2p1:Tags xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
<d4p1:KeyValueOfstringstring>
<d4p1:Key>sample string 1</d4p1:Key>
<d4p1:Value>sample string 2</d4p1:Value>
</d4p1:KeyValueOfstringstring>
<d4p1:KeyValueOfstringstring>
<d4p1:Key>sample string 3</d4p1:Key>
<d4p1:Value>sample string 4</d4p1:Value>
</d4p1:KeyValueOfstringstring>
</d2p1:Tags>
<d2p1:AccountNumber>sample string 1</d2p1:AccountNumber>
<d2p1:HasTaxLots>true</d2p1:HasTaxLots>
<d2p1:Investors>
<d2p1:AdvisorSimpleInvestorModel>
<d2p1:EstateId>1</d2p1:EstateId>
<d2p1:InvestorHHId>1</d2p1:InvestorHHId>
<d2p1:InvestorId>1</d2p1:InvestorId>
<d2p1:InvestorName>sample string 2</d2p1:InvestorName>
<d2p1:UserId>1</d2p1:UserId>
</d2p1:AdvisorSimpleInvestorModel>
<d2p1:AdvisorSimpleInvestorModel>
<d2p1:EstateId>1</d2p1:EstateId>
<d2p1:InvestorHHId>1</d2p1:InvestorHHId>
<d2p1:InvestorId>1</d2p1:InvestorId>
<d2p1:InvestorName>sample string 2</d2p1:InvestorName>
<d2p1:UserId>1</d2p1:UserId>
</d2p1:AdvisorSimpleInvestorModel>
</d2p1:Investors>
<d2p1:WealthId>3</d2p1:WealthId>
</d2p1:AdvisorAccountModel>
<d2p1:AdvisorAccountModel>
<d2p1:AccountId>4</d2p1:AccountId>
<d2p1:AccountType>17</d2p1:AccountType>
<d2p1:Balance>6</d2p1:Balance>
<d2p1:ClassificationId>1</d2p1:ClassificationId>
<d2p1:ClassificationName>sample string 10</d2p1:ClassificationName>
<d2p1:ClassificationSort>11</d2p1:ClassificationSort>
<d2p1:CreatedDate>2025-01-02T15:26:39.7465462-06:00</d2p1:CreatedDate>
<d2p1:HasError>true</d2p1:HasError>
<d2p1:InstitutionId>1</d2p1:InstitutionId>
<d2p1:InstitutionName>sample string 9</d2p1:InstitutionName>
<d2p1:IsAsset>true</d2p1:IsAsset>
<d2p1:IsAssetDisplay>sample string 8</d2p1:IsAssetDisplay>
<d2p1:IsHome>true</d2p1:IsHome>
<d2p1:IsHomeDisplay>sample string 19</d2p1:IsHomeDisplay>
<d2p1:IsUpdating>true</d2p1:IsUpdating>
<d2p1:LastUpdated>2025-01-02T15:26:39.7465462-06:00</d2p1:LastUpdated>
<d2p1:Name>sample string 5</d2p1:Name>
<d2p1:PrimaryAdvisorId>1</d2p1:PrimaryAdvisorId>
<d2p1:PrimaryAdvisorName>sample string 20</d2p1:PrimaryAdvisorName>
<d2p1:SubClassificationId>1</d2p1:SubClassificationId>
<d2p1:SubClassificationName>sample string 12</d2p1:SubClassificationName>
<d2p1:Tags xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
<d4p1:KeyValueOfstringstring>
<d4p1:Key>sample string 1</d4p1:Key>
<d4p1:Value>sample string 2</d4p1:Value>
</d4p1:KeyValueOfstringstring>
<d4p1:KeyValueOfstringstring>
<d4p1:Key>sample string 3</d4p1:Key>
<d4p1:Value>sample string 4</d4p1:Value>
</d4p1:KeyValueOfstringstring>
</d2p1:Tags>
<d2p1:AccountNumber>sample string 1</d2p1:AccountNumber>
<d2p1:HasTaxLots>true</d2p1:HasTaxLots>
<d2p1:Investors>
<d2p1:AdvisorSimpleInvestorModel>
<d2p1:EstateId>1</d2p1:EstateId>
<d2p1:InvestorHHId>1</d2p1:InvestorHHId>
<d2p1:InvestorId>1</d2p1:InvestorId>
<d2p1:InvestorName>sample string 2</d2p1:InvestorName>
<d2p1:UserId>1</d2p1:UserId>
</d2p1:AdvisorSimpleInvestorModel>
<d2p1:AdvisorSimpleInvestorModel>
<d2p1:EstateId>1</d2p1:EstateId>
<d2p1:InvestorHHId>1</d2p1:InvestorHHId>
<d2p1:InvestorId>1</d2p1:InvestorId>
<d2p1:InvestorName>sample string 2</d2p1:InvestorName>
<d2p1:UserId>1</d2p1:UserId>
</d2p1:AdvisorSimpleInvestorModel>
</d2p1:Investors>
<d2p1:WealthId>3</d2p1:WealthId>
</d2p1:AdvisorAccountModel>
</Records>
<TotalLength>1</TotalLength>
</AdvisorAccountsResponse>