Principal Financial Group Interface Setup Instructions:

Contact Principal Financial Group

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

• TSE Lot Detail
• TSE Pending Transaction Detail
• TSE Position Detail
• TSE Transaction Detail

• Name: Jason Dvorak
• Email: sme-data@orion.com
• Phone: (888) 695-0518

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 Principal Financial Group Feed - [insert firm name]
• Description:
  • We have contacted Principal Financial Group to request a new feed of our data to Orion. Please initiate an internal process to prepare this 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-Exclude (*For more information, review Interface Notes below)
    • 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 NOT contain name files, so accounts cannot be automatically created through the feed; the feed must be set to Auto-Exclude. Firms must create an account shell for the data to apply.
• Rep Mapping is NOT available.
• Principal Financial Group is formerly known as Wells Fargo Trust.
• Approximate time to complete: 14-21 business days after Orion receives all applicable information