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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

Your Orion representative can help you set your data credentials in Orion Connect to obtain this information.

 

We recommend you send the account user id and password in separate emails for security purposes.  Please send the above information to support@instreamwealth.com, and as soon as we’re done setting up your Orion integration, we’ll send you a confirmation e-mail and you'll be ready to start importing your clients.

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