Purpose: This article will step through how to create Client level users via the API, as you would via the Manage Users app in Orion Connect. This will include how…
Continue Reading
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: 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…
Purpose: Sleeving registrations allows a single custodian account to be split into sub-accounts, which can then be assigned to different strategies. Orion’s sleeve features will automatically divide activity among the…
Purpose: When a client closes an account with their advisor, it is a best practice to cancel that account within Orion using the account cancelation functionality. This action will zero…
Purpose: The best practice for making key detail changes on an account in Orion is to use the Account Change functionality. While changes to account details can be applied directly…
Purpose: This article will outline how to create new portfolios within the Orion system. Households are one part of a Portfolio, the other two records being a Registration and an…