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How to set up the Orion integration

Updated June 18, 2024 • 1 min read
Betterment Editors

Overview

Orion offers a variety of tools including portfolio reporting, billing, trading, and a client portal.

The information sent to Orion includes:

  • Account information
  • Positions
  • Transactions
  • Tax lots

Enabling the integration

You can set up this integration for your firm by taking the following steps:


  1. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select Orion from the list and click Connect to Orion.
  3. You will see confirmation that the integration has been enabled. Client data will be sent to Orion within one business day.
  4. Orion will reach out directly to coordinate next steps.
Betterment Editors

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