ETC Brokerage Services LLC Interface Setup Instructions:

Contact ETC Brokerage Services LLC

• Use the template below to request a new feed from ETC Brokerage Services LLC.

To: info@innovayte.com

 

Message: Please accept this email as my authorization to begin sending data associated with our firm, [insert firm name here], to Orion Advisor Technology. Once processed, notify our firm and sme-data@orion.com. Please include our firm name and the firm Parse ID associated with our firm's data.

 

 

Submit a Support Case to Orion

• Log into Orion Connect and open the Support app.
  • Click the  button within Support.
  • 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 ETC Brokerage Services LLC feed - [insert firm name]
• Description:
  • We have contacted ETC Brokerage Services to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database.
    • 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 assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name.
    • New Accounts Process: Auto-Add or Auto-Exclude
• 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.
• This feed does contain name files, so accounts can be created automatically through the feed.
• Rep Mapping and Auto-Householding are available.
• Approximate time to complete: 10-14 business days once Orion receives all applicable information.