Akoya Interface Setup Instructions:

Review Available Institutions

• Review Akoya - Available Institutions and compile a list of the institution(s) you want brought in via Akoya.

 

 

Submit a Support Case to Orion

• Log into Orion 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 Akoya Feed - [insert firm name]
• Description:
  • We would like to request a new Akoya feed. Please initiate an internal process to prepare this feed for our database.
    • Authorized Signer: populate with the name and email address of the authorized signer at your firm
    • Institutions: populate with the list of institutions you want linked to the feed
• 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: This feed requires an additional addendum to be signed by your firm. Orion populates the addendum and sends it to your firm's authorized signer.
• This feed does not contain name files. Accounts must be created by the advisor to link them correctly. For more information, review How to Link Akoya Accounts to Orion.
• Rep Mapping is not available.
• IMPORTANT NOTE: Historical data is not provided or available. The Start Date in Orion begins when the accounts aggregate into Orion and the data cannot be backdated. For more information, review the Aggregation Errors section in HeldAway (Outside Held) Account Data Feed Providers - Feature Compare.
• Approximate time to complete (start to finish): 7-14 business days once Orion receives all applicable information. Please Note: Custodial delays may require additional time as necessary.