How to Ensure New Accounts are Setup Correctly
This article provides suggestions on how to ensure that new accounts are setup correctly once Orion receives the feed
from the Custodian.
Related Articles
How to setup a client login to Orion
Below are the steps to set up a client on Orion. Step 1: Go to the Manage Users app. Step 2: Be sure that you click on the "Clients" tab on the left side of the page. Step 3: Click the "Actions" button at the top right of the page. Step 4: Click on ...
Advizr - Add Accounts
This tutorial will show you how to quickly add accounts, account aggregation linking, and tracking inflow and outflow of accounts. Please follow this link: ...
New Accounts - Householding
This article will show you step-by-step how to household within a single account and between different households. Please follow this link here. https://hub.axxcessplatform.com/axxcess-headlines-hr/new-accounts-householding/
Orion Householding
Householding within a single household Householding between different households Please visit, https://hub.axxcessplatform.com/axxcess-headlines-hr/new-accounts-householding/
Legacy Client Portal Settings
When changing settings in the client portal, it can be done at multiple levels (Client, Rep, Broker Dealer). When you are changing settings please be mindful what level you are selecting before making the following changes. Scenarios when portal ...