OpenAPI 3.0.12026-08-18208389631.4 KB

e41a7579fb3f

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

AdvisorUserInvitations1

Agencies2

AgencyImages3

ApplicationOutputs2

Applications3

ASBAgencyUsers4

Assets2

Branding13

CaseCentralToKonnexMeData1

Ceres1

ClientReviewReport3

CRS1

EmailClientStatusUpdate1

ExternalFmoAgencyUsers4

Files6

FireLight4

Fmos2

Folders9

GDrive29

Incomes1

InsuranceAccounts2

InternalMigration6

InvestmentAccounts2

Leads6

Liabilities1

People9

PeopleFTK3

PersonElectronicContacts1

PersonEmailAddresses2

PersonInformationRequests1

PersonMerge1

PersonNotes1

PersonPhoneNumbers1

PersonPhysicalAddresses1

PersonSocialSecurity2

Registration6

SalesForce15

TalkDesk5

TextNotificationConsumers2

TextNotificationHistories2

UserEmails3

UserRoles1

Users13

VaultUser1

VaultUser2FA9

VaultUserPermissions1

Zapier1

Users

Get all Investment, Insurance that the given portal user can view for Orion connection

get/v1/Users/{portalId}/AllAccounts

Path parameters

portalIdinteger required

Response

The accounts for the portal user

accountDescriptionstring nullable

accountNumberstring nullable

investmentAccountIdinteger nullable

insuranceAccountIdinteger nullable

principalnumber double

principalDatestring date-time

issueDatestring date-time nullable

ownerIdsinteger[] nullable