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.
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/
Householding within a single household Householding between different households Please visit, https://hub.axxcessplatform.com/axxcess-headlines-hr/new-accounts-householding/
Financial Planning and Orion - Advizr
This article will show you how to get started on Advizr. Please follow this link. https://hub.axxcessplatform.com/training/financial-planning-and-orion-advizr-quick-start-guide/
This quickguide will help you get started on Orion. Please follow this link: https://hub.axxcessplatform.com/axxcess-headlines-hr/getting-started-quickguide/