GET api/v2/advisor/orioninvestors/{householdId}/transactions?startDate={startDate}&endDate={endDate}

Request Information

URI Parameters

NameDescriptionTypeAdditional information
householdId

integer

Required
startDate

date

None.
endDate

date

None.

Body Parameters

None.

Response Information

Resource Description

InvestorTransactionListResponse
NameDescriptionTypeAdditional information
Records

Collection of InvestorTransactionModel

None.
TotalLength

integer

None.

Response Formats

application/json, text/json

Sample: 
{
  "Records": [
    {
      "WealthAccountTransactionId": 1,
      "WealthAccountId": 2,
      "AccountName": "sample string 3",
      "DisplayDescription": "sample string 4",
      "Amount": 5.0,
      "TransactionDate": "2025-01-02T16:23:23.1530454-06:00",
      "CategoryName": "sample string 7",
      "OriginalDescription": "sample string 8",
      "BankTransactionCategoryId": 9,
      "ParentCategoryId": 10,
      "ParentCategoryName": "sample string 11",
      "SecurityDescription": "sample string 12",
      "Symbol": "sample string 13",
      "Price": 1.0,
      "Quantity": 1.0
    },
    {
      "WealthAccountTransactionId": 1,
      "WealthAccountId": 2,
      "AccountName": "sample string 3",
      "DisplayDescription": "sample string 4",
      "Amount": 5.0,
      "TransactionDate": "2025-01-02T16:23:23.1530454-06:00",
      "CategoryName": "sample string 7",
      "OriginalDescription": "sample string 8",
      "BankTransactionCategoryId": 9,
      "ParentCategoryId": 10,
      "ParentCategoryName": "sample string 11",
      "SecurityDescription": "sample string 12",
      "Symbol": "sample string 13",
      "Price": 1.0,
      "Quantity": 1.0
    }
  ],
  "TotalLength": 1
}

application/xml, text/xml

Sample: 
<InvestorTransactionListResponse 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:InvestorTransactionModel>
      <d2p1:AccountName>sample string 3</d2p1:AccountName>
      <d2p1:Amount>5</d2p1:Amount>
      <d2p1:BankTransactionCategoryId>9</d2p1:BankTransactionCategoryId>
      <d2p1:CategoryName>sample string 7</d2p1:CategoryName>
      <d2p1:DisplayDescription>sample string 4</d2p1:DisplayDescription>
      <d2p1:OriginalDescription>sample string 8</d2p1:OriginalDescription>
      <d2p1:ParentCategoryId>10</d2p1:ParentCategoryId>
      <d2p1:ParentCategoryName>sample string 11</d2p1:ParentCategoryName>
      <d2p1:Price>1</d2p1:Price>
      <d2p1:Quantity>1</d2p1:Quantity>
      <d2p1:SecurityDescription>sample string 12</d2p1:SecurityDescription>
      <d2p1:Symbol>sample string 13</d2p1:Symbol>
      <d2p1:TransactionDate>2025-01-02T16:23:23.1530454-06:00</d2p1:TransactionDate>
      <d2p1:WealthAccountId>2</d2p1:WealthAccountId>
      <d2p1:WealthAccountTransactionId>1</d2p1:WealthAccountTransactionId>
    </d2p1:InvestorTransactionModel>
    <d2p1:InvestorTransactionModel>
      <d2p1:AccountName>sample string 3</d2p1:AccountName>
      <d2p1:Amount>5</d2p1:Amount>
      <d2p1:BankTransactionCategoryId>9</d2p1:BankTransactionCategoryId>
      <d2p1:CategoryName>sample string 7</d2p1:CategoryName>
      <d2p1:DisplayDescription>sample string 4</d2p1:DisplayDescription>
      <d2p1:OriginalDescription>sample string 8</d2p1:OriginalDescription>
      <d2p1:ParentCategoryId>10</d2p1:ParentCategoryId>
      <d2p1:ParentCategoryName>sample string 11</d2p1:ParentCategoryName>
      <d2p1:Price>1</d2p1:Price>
      <d2p1:Quantity>1</d2p1:Quantity>
      <d2p1:SecurityDescription>sample string 12</d2p1:SecurityDescription>
      <d2p1:Symbol>sample string 13</d2p1:Symbol>
      <d2p1:TransactionDate>2025-01-02T16:23:23.1530454-06:00</d2p1:TransactionDate>
      <d2p1:WealthAccountId>2</d2p1:WealthAccountId>
      <d2p1:WealthAccountTransactionId>1</d2p1:WealthAccountTransactionId>
    </d2p1:InvestorTransactionModel>
  </Records>
  <TotalLength>1</TotalLength>
</InvestorTransactionListResponse>