Orion Download Sources: A-M

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Explore additional download sources within Orion Download Sources: N-Z. 

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If a direct feed is unavailable, review HeldAway (Outside Held) Account Data Feed Providers - Feature Compare for additional options on bringing the data into Orion.

 

 

Custodial Download Source	Estimated File Time	Name File	Transaction File	Position File	Security File	Cost Basis Realized	Cost Basis Unrealized
Accutech Cheetah (API)	4:00AM	X	X	X	X		X
Adhesion Wealth	12:00 PM	X	X	X	X	X	X
Akoya	6:00AM & 11:00AM		X	X	X
Alerus Financial	9:15AM	X	X	X	X
Allianz	8:00AM	X	X	X	X
AltExchange	4:00AM	X	X	X	X		X
Altruist	6:00AM	X	X	X	X
Apex Clearing	6:00AM	X	X	X	X	X	X
Apptrium (dba Invent)	Varies	X	X	X
Arch Labs	6:00AM	X	X	X	X
Artex	monthly (variable delivery dates/times)	X		X	X
Ascensus	4:30-5:00AM	X	X	X	X
Ascensus Retirement	10:00AM	X	X	X	X
AssetMark	6:00-7:00AM	X	X	X		X	X
Atlantic Union Bank	12:00AM	X	X	X	X		X
Axos Advisor Services (formerly known as Trust Company of America)	5:30AM	X	X	X	X	X	X
Axos Clearing	5:00AM	X	X	X	X	X	X
Baker Boyer	8:30AM	X	X	X	X		X
Bank of America	4:00AM		X	X	X	X	X
Bank of Charlestown - FiTek	7:00AM	X	X	X	X
Bank of Vontobel	6:00 AM		X	X	X
Betterment	5:00AM	X	X	X	X	X	X
BMO Trust & Retirement	8:45AM	X	X	X	X
BMO Wealth Management	1:00AM	X	X	X	X		X
BNY Mellon PMAS	5:00AM	X	X	X	X
BNY Mellon Nexen	1:00AM	X	X	X	X
BNY Mellon Wealth Management Platform	5:00AM	X	X	X	X		X
BOK Financial	5:00AM	X	X	X	X		X
Bremer Bank	7:00AM		X	X
Brinker	9:30AM	X		X
ByAllAccounts	6 & 11:00AM		X	X	X
CAIS	4:30AM	X	X	X	X
CBIC Private Wealth	12:00AM	X	X	X	X		X
City National Bank	4:30AM		X	X			X
CLS	9:30AM	X		X
Commerce Bank	5:00AM		X	X	X
Commerce Trust	6:00AM	X	X	X	X		X
Community National Bank	8:00AM	X	X	X	X
Corebridge Financial (AIG Financial Distributors)	4:00AM	X	X	X	X
County Bank	5:30AM	X	X	X	X	X	X
DAZL - EXTERNAL	8:30AM	X	X	Depends on Setup Between Daily-monthly
D.A. Davidson	6:00 AM	X	X	X	X	X	X
Directed Trust Company	6:30AM	X	X	X	X		X
Dorsey and Whitney's Trust	2:00AM	X	X	X	X		X
DPL Financial Partners	6:00 - 8:00AM	X	X	X	X
DST (FanMail)	Retrieved 3x daily between 4:00AM-10:00AM	X	X	Monthly (first 5 business days)
DTCC	11:00AM	X	X	Depends on Setup Between Daily-monthly	X
Eaglebrook	Delivered to Orion’s SFTP 5:00 pm CST at the end of each trading day. Files imported 5:00 am the following morning.	X	X	X	X	X	X
EFG Bank	5:00AM		X	X	X
Electra	5:00AM		X	X	X		X
Empower Retirement (Plan-level)	7:00AM CST Monthly	X		X	X
Enterprise Bank (non-Trust Accounts)	7:00-8:00AM	X	X	X	X		X
Equitable	7:00AM	X	X	X	X
ETC Brokerage Services LLC - EXTERNAL	3:00AM CST Tuesday-Saturday	X	X	X	X	X	X
E*Trade	4:00AM	X	X	X	X
FIG Fixed Annuities	4:00AM	X	X	X	X
Fidelity (IWS) Brokerage	5:00AM	X	X	X	X	X	X
Fidelity Affiliate	3:30-4:00AM	X	X	X	X
Fidelity Single Line	5:00AM	X	X	X	X	X	X
Fiduciary Trust Company	6:00AM	X	X	X	X	X	X
First Clearing/Wells Fargo Brokerage	5:00AM	X	X	X		X	X
First Republic Bank	3:00AM		X	X
First Tennessee Bank	8:00AM		X	X	X		X
FIS Global+	5:15AM		X	X	X
FIS TrustDesk	5:00AM		X	X		X
Flourish	6:30 AM	X	X	X	X
Future Capital	6:00AM	X	X	X	X
Gemini Fund Participant	8:00AM	X	X	X	X
Goldman Sachs Custody Solutions	6:00AM	X	X	X	X	X	X
Goldman Sachs Private Wealth Management	7:00AM	X	X	X	X	X	X
Goldman Sachs Select	6:00 AM	X	X	X	X
Gulf Coast Bank & Trust Co.	3:00AM	X	X	X	X		X
Guggenheim	3:30AM	X	X	X
Halo Securities	2:00AM	X	X	X	X
Hilltop Securities	5:30AM	X	X	X	X	X	X
HSBC	6:00AM Tue-Sat		X	X	X
Huntington Bank	6:30AM	X	X	X	X
IndianaTrust - FiTek	6:00AM	X	X	X	X
Infovisa (Maui)	5:00AM	X	X	X	X	X	X
Inland Private Capital	5:30AM	X	X	X	X
Inspira Financial (formerly known as Millennium)	6:30AM	X	X	X	X
Interactive Brokers	5:00-9:00AM	X	X	X	X		X
International FC Stone (StoneX)	5:30AM		X	X	X
IPX Retirement	4:00AM	X	X	X	X
Jackson National	6:00AM	X	X	X	X
John Hancock	12:00AM (Once a month on 1st day of the month)	X		X	X
JP Morgan Private Bank	4:00AM	X	X	X	X		X
JP Morgan Securities (JPMS)		X	X	X	X
Kayne Anderson	7:00AM (monthly)		X	X	X
Kaiser Partner	1:30 AM		X	X	X
Kingdom Trust	9:00AM	X	X	X
LaSalle (UMB Fund Services)	7:00AM	X	X	X	X
Lincoln Financial Group	8:30-9:30AM	X	X	X
Lonestar 529	5:00-6:00AM	X	X	X	X
LPL	5:00AM	X	X	X		X	X
LPL Direct Outside Business	2:00AM	X	X	X	X	X	X
Mainstar Trust - FiTek	7:00AM	X	X	X	X		X
MassMutual Ascend	6:30am	X	X	X	X
Matrix Trust	7:00-8:00AM	X	X	X
Max My Interest	8:00AM	X	X	X	Delivered to OrionService db
MidAtlantic	5:00AM	X	X	X	X	X	X
MileMarker	7:00AM	X		X	X
Merrill Lynch NextGen 529 Brokerage	3:00AM	X	X	X	X
MSSB Morgan Stanley	5:00AM	X	X	X	X		X
My529	6:30am	X	X	X	X

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Keywords: Data Feed - Interface