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Orion -First Steps for Integration

UPDATE: Orion no longer requires the Info Sharing Authorization

If you are using Orion for your Portfolio Management System, we have an integration that will simplify client creation and importing accounts. The integration allows inStream to update the account values on a daily basis which means tracking your client’s situation more accurately. However, there is some information we will need from you to connect the platform:

1. Service Account User ID

2. Service account password

How to obtain the Orion Service Account information

STEP 1: Setup Data Credentials

This step will create the credentials so InStream can access your data.

*Only users able to create new Advisor level users can take this action

  1. In Orion Connect, launch the Maintain Logins App
  2. Choose “Advisor” for the Login Level, and click the “Add” button
  3. Check the box for “Create API Integration User”
  4. Select “inStream” from the drop down
  5. Click “Create User”
  6. Please save your credentials in a safe place.  Your credentials will only display this one time. 

 STEP 2:  Email InStream With Data Credentials

Please send an email to InStream with the following information:

TO: support@instreamwealth.com

SUBJECT:  New Integration – [your firm name]

BODY: 

Hello,

Can you please set up a new integration with Orion Advisor Services with the following credentials:

Service Account User ID: (begins with svc)

Password:  The password will be sent in a separate email.

  1. Create a second separate email with the following information:

*Please do not reply to the first email

TO:  support@instreamwealth.com

SUBJECT:  New Integration – [your firm name]

BODY: 

Service Account Password:  [Password]

If you have any trouble obtaining the service id, your Orion representative can help you set your data credentials in Orion Connect to obtain this information.

As mentioned above, we recommend you send the account user id and password in separate emails for security purposes.  Once received, we will send you a confirmation e-mail and you'll be ready to start importing your clients.

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