Orion - Setting Up the Integration

Once you have completed the First Steps for the Orion integration, you will need to login as an Administrator and assign the appropriate rep codes to the appropriate advisors. 

Go to the Users tab, and click on the advisor who will need the Orion rep codes added to them. Click on the Orion Rep Codes drop-down menu, and select the codes associated with the advisor. Click Save Changes after you have selected the codes for the advisor. 

The Orion integration is now setup, and you are ready to begin importing accounts. You may also want to take a look at our article on Importing Clients and Accounts from Orion.