UMB Bank Interface Setup Instructions:

Contact UMB Bank

• Fill out and submit the appropriate forms to UMB: UMB sFTP Request Form
  
  
• Use the template below to request a new feed from UMB Bank

Submit a Support Case to Orion

• Log into Orin Connect and open the Support app.
  • Click the  button within the Support app.
  • Select the Service Request tab.

Service Request Details:

• Support Service Team: Reconciliation (If you are working directly with the Onboarding team select Onboarding as the Support Service Team instead)
• Advisor #: populate with your firm's Orion advisor number
• Subject: New UMB Bank Feed - [insert firm name]
• Description:
  • We have contacted UMB Bank to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database. File naming conventions specific to our firm will be provided by UMB Bank to sme-data@orion.com.
    • Firm ID: to be sent to sme-data@orion.com from UMB
    • File Name: to be sent to sme-data@orion.com from UMB
    • Do you intend to share this feed with any other database(s) in Orion? YES or NO (If yes, please explain)
    • Three Sample Accounts: [enter three account numbers expected in the feed]
    • Rep Assignment: If there is a representative you would like auto-assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name
• Click Submit

Interface Notes

• Requests not completed within 60 days are subject to cancellation. Custodial delays and other special circumstances may allow for more time as necessary.
• Please Note: Data cannot apply to your database until Orion receives a notice from UMB Bank that includes your firm's unique file naming conventions.
• This feed does not contain name files. Accounts are auto-excluded until the advisor creates the account shell.
• Rep Mapping is not available.
• Approximate time to complete (start to finish): 10-15 business days from when Orion receives all applicable information