Interface Guide & Setup - Ascensus College - EXTERNAL

  • Mar 13, 2026
  • Knowledge

Title
Interface Guide & Setup - Ascensus College - EXTERNAL
Description
To set up a direct data feed for ascensus College Savings, follow the steps below.
Body

Ascensus College Interface Setup Instructions:

 

Assign Orion as Your Data Aggregator at Ascensus

  • Log in to the Ascensus 529 QuickView site and select Orion as your data aggregator.

Wait for a Response from Orion's Reconciliation Team

  • Ascensus will contact Orion directly once Orion is set as the data aggregator.  When this information is received, an Orion representative will reach out to your firm to obtain the necessary information to complete the setup

 

Interface Notes:

  • Interface setup requests that are not completed within 60 days are subject to cancellation. (Custodial delays and other special circumstances may allow for more time as necessary)

     

URL Name
Steps-to-Take-for-the-Ascensus-College-Interface-Setup
Data ReconciliationSupport CaseData Reconciliation - Interface SetupData Reconcilitation - Ascensus CollegeReconciliation - Interface Setup