---
title: "List Orders by Advisor"
method: GET
path: "/users/{userID}/managed/orders/summary"
tags: ["Advisor Reports"]
---

# List Orders by Advisor

`GET /users/{userID}/managed/orders/summary`

Fetches a User's sub account orders allocations summary by date.

## Path parameters

- `userID` string, required — A unique identifier created for each User on DriveWealth's platform.

## Query parameters

- `date` string

## Response `200`

Fetching A User's Sub Account Orders Allocations Summary By Date was Successful.

- OrdersAllocationSummary
  - `id` string — The unique identifier that identifies the lot of the allocation.
  - `accountNo` string — The user's unique account number, that is human readable.
  - `date` string — The specific date requested in the inbound API request.
  - `orders` OrdersAllocationsSummary[] — A list of order and allocations.
    - `id` string — A unique DriveWealth order identifier created when an order is placed.
    - `orderNo` string — A unique, human-readable DriveWealth order number.
    - `type` 'MARKET' | 'LIMIT' | 'STOP' | 'STOP_LIMIT' | 'MARKET_IF_TOUCHED' — The type of the Order.
    - `status` 'NEW' | 'FILLED' | 'PARTIAL_FILL' | 'PENDING_CANCEL' | 'CANCELED' | 'REJECTED' — The current status of the order.
    - `created` string — The date and time the order was created.
    - `instrument` object
      - `id` string, uuid — A unique ID created by DriveWealth to identify a specific instrument.
      - `symbol` string, nullable — The ticker symbol of the Instrument. Debt Instruments and Global Mutual Funds do not have symbols and are referred to buy their `instrumentID` or `ISIN`.
    - `side` 'B' | 'S' | 'BUY_OPEN' | 'BUY_CLOSE' | 'SELL_OPEN' | 'SELL_CLOSE' — The side of the order.
    - `averagePrice` number — The average price of the security being transacted in the order.
    - `orderQuantity` number — The amount of the instrument in shares.
    - `cumulativeQuantity` number — The amount of shares currently being transacted; larger orders may execute in chunks.
    - `allocatedQuantity` number — The amount of allocated shares.
    - `unallocatedQuantity` number — The remaining amount of shares that have not been allocated to the sub accounts.
    - `unallocatedNotional` number — The notional value of the shares that have not been allocated to sub accounts.
    - `allocations` OrderAllocations[] — A list of sub account allocations.
      - `id` string — The unique identifier that identifies the lot of the allocation.
      - `url` string — A specific URL that contains the full break down of the allocation.
      - `created` string — The date and time of the allocation creation.
      - `status` 'NEW' | 'ACCEPTED' | 'PART_COMPLETE' | 'COMPLETED' | 'REJECTED' — The current status of the lot of allocation.
      - `allocationsRequested` number — The amount of sub account allocations passed to the system.
      - `allocationsCompleted` number — The amount of completed sub account allocations.
      - `unallocatedQuantity` number — The remaining amount of shares that have not been allocated to the sub accounts.
      - `unallocatedNotional` number — The notional value of the shares that have not been allocated to sub accounts.
      - `comment` string — A custom comment generated by DriveWealth.

---

[API](https://skmtc.net/drivewealth/apis/authentication-apis.md) · [All operations](https://skmtc.net/drivewealth/apis/authentication-apis/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/drivewealth/authentication-apis/revisions/9fced6d0ac41/schema)