Lincoln Financial Group Interface Setup Instructions:

Contact Lincoln Financial Group

• Use the template below to request a new feed from Lincoln Financial Group

To: B2BCommerce@lfg.com

CC: sme-data@orion.com

 

Message: Please accept this email as my authorization to begin sending data associated with our firm to Orion Advisor Technology, LLC for assets held at Lincoln Financial Group. This request is for:

• • • • • Advisor of Record: 
        • Orion Firm Name:
        • Orion Firm Legal Name
        • Sample LFG Account Number:

                                       Once processed, notify Orion at sme-data@orion.com with the file delivery date, including the DTCC Member/File ID associated with our firm, and which line of business (RIA for annuity contracts , LIFE for life policies, or RPS for retirement plan services).

 

 

 

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 Lincoln Financial Feed - [insert firm name]
• Description:
  • We have contacted Lincoln Financial to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database.
    • DTCC Member ID: to be sent to sme-data@orion.com from LFG
    • File Delivery Date: to be sent to sme-data@orion.com from LFG
    • Line of business (RIA or Life or RPS): to be sent to sme-data@orion.com from LFG
    • 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 automatically assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name
    • New Accounts Center: Auto-Add or Auto-Exclude (Denote how you wish to handle new accounts in your database)
• 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 be applied to your database until Orion receives a notice from LFG that includes your firm's unique DTCC Member ID.
• Lincoln Financial Group offers three separate feeds, each requiring its own setup process:
  • Lincoln_RIA – Contains annuity contracts and represents the original Lincoln Financial Group feed.
  • Lincoln_LIFE – Contains life insurance policies.
  • Lincoln_RPS – Contains retirement plan services data.
• A separate feed request and setup are required for each line of business.
• This feed does contain name files, so accounts can be created automatically through the feed.
• Representative mapping is available. The rep code field is populated by the agent identifier (agent ID), and if that is unavailable (blank) we use the CRD number. Please work directly with the custodian to confirm they are populating one of these fields on each specific account/contract to utilize rep mapping for the DTCC data format.
• Auto-householding is available.
• Approximate time to complete: 7-10 business days from when Orion receives all applicable information.