Purpose: This is a sample of a simple request for a basic Activity Summary. Please be sure to reference the exhaustive Reporting/Scope document for detailed instructions on how to gather…
Purpose: This is a sample of a simple Performance request utilizing the /Reporting/Scope endpoint. Please be sure to reference the exhaustive Reporting/Scope document for detailed instructions on how to gather…
Purpose: This article will step through how to create Advisor level users via the API, as you would via the Manage Users app in Orion Connect. This will include how…
Purpose: This article will step through how to create Representative level users via the API, as you would via the Manage Users app in Orion Connect. This will include how…
Purpose: To instantiate a rebalance trade, which will create a rebalance instances with the proposed trades, ready for review and execution. This will cover these rebalance trade types. Normal Rebalance…
Purpose: This article will list out how to gather the data that is listed in Portfolio View at the household level on the Summary tab. This will allow you to…
Purpose: This article will walk through the process of loading and deleting documents created outside of the Orion into individual Households. These documents will then be available to the clients…
Purpose: Custom Fields can be utilized withing Portfolio Audit, custom Reports, and Queries. They help organize and track unique identifiers for the Representative, Household, Registration, Account, and Product levels. Below…
Purpose: Custom Fields (or user-defined fields) can be utilized within Portfolio Audit, custom Reports, and Queries by firms to add fields not previously available. They help organize and track unique…