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.

Request Information

URI Parameters

NameDescriptionTypeAdditional information
investorId

Investor is specified by the investorId returned from the advisor/investors endpoint.

 integer

Required
startDate

Optional: Set the first date for the date range to filter transactions. Defaults to lowest possible value.

 date

None.
endDate

Optional: Set the last date for the date range to filter transactions. Defaults to today.

 date

None.
ignoreOrion

Optional: Allows endpoint to return all accounts except for Orion accounts.

 boolean

Default value is False

Body Parameters

None.

Response Information

Resource Description

InvestorBrokerageTransactionsListResponse
NameDescriptionTypeAdditional information
Records

Collection of InvestorBrokerageTransactionModel

None.
TotalLength

integer

None.

Response Formats

application/json, text/json

Sample: 
{
  "Records": [
    {
      "WealthAccountTransactionId": 1,
      "WealthAccountId": 2,
      "WealthAccountName": "sample string 3",
      "InstitutionName": "sample string 4",
      "InstitutionId": 5,
      "CategoryName": "sample string 6",
      "Description": "sample string 7",
      "Amount": 8.0,
      "Price": 1.0,
      "Quantity": 1.0,
      "CUSIP": "sample string 9",
      "Symbol": "sample string 10",
      "TransactionDate": "2025-11-04T08:24:51.6983094-06:00",
      "TypeManuallyChanged": true,
      "TypeChangedByRule": true
    },
    {
      "WealthAccountTransactionId": 1,
      "WealthAccountId": 2,
      "WealthAccountName": "sample string 3",
      "InstitutionName": "sample string 4",
      "InstitutionId": 5,
      "CategoryName": "sample string 6",
      "Description": "sample string 7",
      "Amount": 8.0,
      "Price": 1.0,
      "Quantity": 1.0,
      "CUSIP": "sample string 9",
      "Symbol": "sample string 10",
      "TransactionDate": "2025-11-04T08:24:51.6983094-06:00",
      "TypeManuallyChanged": true,
      "TypeChangedByRule": true
    }
  ],
  "TotalLength": 1
}

application/xml, text/xml

Sample: 
<InvestorBrokerageTransactionsListResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Investors.Responses">
  <Records xmlns:d2p1="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Investors.Models">
    <d2p1:InvestorBrokerageTransactionModel>
      <d2p1:Amount>8</d2p1:Amount>
      <d2p1:CUSIP>sample string 9</d2p1:CUSIP>
      <d2p1:CategoryName>sample string 6</d2p1:CategoryName>
      <d2p1:Description>sample string 7</d2p1:Description>
      <d2p1:InstitutionId>5</d2p1:InstitutionId>
      <d2p1:InstitutionName>sample string 4</d2p1:InstitutionName>
      <d2p1:Price>1</d2p1:Price>
      <d2p1:Quantity>1</d2p1:Quantity>
      <d2p1:Symbol>sample string 10</d2p1:Symbol>
      <d2p1:TransactionDate>2025-11-04T08:24:51.6983094-06:00</d2p1:TransactionDate>
      <d2p1:TypeChangedByRule>true</d2p1:TypeChangedByRule>
      <d2p1:TypeManuallyChanged>true</d2p1:TypeManuallyChanged>
      <d2p1:WealthAccountId>2</d2p1:WealthAccountId>
      <d2p1:WealthAccountName>sample string 3</d2p1:WealthAccountName>
      <d2p1:WealthAccountTransactionId>1</d2p1:WealthAccountTransactionId>
    </d2p1:InvestorBrokerageTransactionModel>
    <d2p1:InvestorBrokerageTransactionModel>
      <d2p1:Amount>8</d2p1:Amount>
      <d2p1:CUSIP>sample string 9</d2p1:CUSIP>
      <d2p1:CategoryName>sample string 6</d2p1:CategoryName>
      <d2p1:Description>sample string 7</d2p1:Description>
      <d2p1:InstitutionId>5</d2p1:InstitutionId>
      <d2p1:InstitutionName>sample string 4</d2p1:InstitutionName>
      <d2p1:Price>1</d2p1:Price>
      <d2p1:Quantity>1</d2p1:Quantity>
      <d2p1:Symbol>sample string 10</d2p1:Symbol>
      <d2p1:TransactionDate>2025-11-04T08:24:51.6983094-06:00</d2p1:TransactionDate>
      <d2p1:TypeChangedByRule>true</d2p1:TypeChangedByRule>
      <d2p1:TypeManuallyChanged>true</d2p1:TypeManuallyChanged>
      <d2p1:WealthAccountId>2</d2p1:WealthAccountId>
      <d2p1:WealthAccountName>sample string 3</d2p1:WealthAccountName>
      <d2p1:WealthAccountTransactionId>1</d2p1:WealthAccountTransactionId>
    </d2p1:InvestorBrokerageTransactionModel>
  </Records>
  <TotalLength>1</TotalLength>
</InvestorBrokerageTransactionsListResponse>