How to set up the Orion integration


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. Email and request to enable the Orion integration for your firm.
  2. Our team will enable the integration and then let Orion know. This can take a few business days.
  3. Orion will reach out directly to coordinate next steps.


For any additional questions, please reach out to