---
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`

## Request

- Base URL: `https://bo-api.drivewealth.io/back-office`
- URL: `https://bo-api.drivewealth.io/back-office/users/{userID}/managed/orders/summary`
- Auth: HTTP bearer

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

## Path parameters

- `userID` string, required: ![sensitive](data:image/svg+xml;base64,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) 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: ![sensitive](data:image/svg+xml;base64,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) 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.dev/drivewealth/apis/advisor-apis.md) - [All operations](https://skmtc.dev/drivewealth/apis/advisor-apis/llms.txt) - [OpenAPI document](https://skmtc.dev/drivewealth/apis/advisor-apis/revisions/71f551618317?raw)