Disclaimer: The Goldman Sachs Custody Solutions Interface and Goldman Sachs Custody Solutions Integration are separate processes that serve different purposes. While independent, firms often complete them sequentially. It's important to note that Interfaces bring account and position data into Orion for reporting and reconciliation, and Integrations deliver custodial statements to the Client Portal and Document Vault.

Follow the instructions below to establish a new connection for Goldman Sachs Custody Solutions, Goldman Sachs Custody Solutions - Long/Short Strategies, or both.

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Goldman Sachs Custody Solution Interface Setup Instructions

Contact Goldman Sachs Custody Solutions (Custody Clients)

Submit a Support Case to Orion

Interface Notes

How Do I Enable Goldman Sachs Custody Solutions Statements in the Client Portal?

Goldman Sachs Custody Solutions Interface Setup Instructions:

Contact Goldman Sachs Custody Solutions (Custody Clients)

• You may request the standard Goldman Sachs Custody Solutions feed, a custom Goldman Sachs Custody Solutions - Long/Short Strategies feed, or both. Both feeds are requested from the same contacts and can be requested at the same time.
  
  
• In your request, clearly indicate to Goldman Sachs which feed(s) you want: the standard Goldman Sachs Custody Solutions feed, the Goldman Sachs Custody Solutions - Long/Short Strategies feed, or both.
  
  
• Use the template below to request a new feed from Goldman Sachs:

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Submit a Support Case to Orion

• Log in to 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 Goldman Sachs Custody Solutions Feed - [insert firm name]
• Description:
  • We have contacted Goldman Sachs to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database.
    • Feed(s) Requested: Goldman Sachs Custody Solutions, Goldman Sachs Custody Solutions - Long/Short Strategies, or Both (indicate which feed(s) you want established)
    • Firm Name & Routing Code: to be sent to sme-data@orion.com from Goldman Sachs
    • Three Sample Accounts: [enter three account numbers expected in the feed]
    • Do you intend to share this feed with any other database(s) in Orion? YES or NO (If yes, please explain)
    • 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 (Denote how you wish to handle new accounts in your database)
• Click Submit

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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 GSCS that includes your firm's name and Routing Code.
  
  
• This feed contains name files, so accounts can be automatically created from it.
  
  
• Rep Mapping is available.
  
  
• Management Style and Model Names are assigned to the account from the Name file via the mapping table prior to account creation.
  
  
• Approximate time to complete (start to finish): 10-15 business days once Orion receives all applicable information.
  
  
• After the data feed is active, complete the steps below to enable Goldman Sachs Custody Solutions statements in the Client Portal . This process enables the integration between Goldman Sachs Custody Solutions and Orion, so custodial statements flow directly into the Document Vault in Orion Planning .

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How Do I Enable Goldman Sachs Custody Solutions Statements in the Client Portal?