How to set up the Orion integration Jun 18, 2024 2:13:43 PM Overview Orion offers a variety of tools including portfolio reporting, billing, trading, and a client portal. The information sent to Orion includes: Account information Positions Transactions Tax lots Enabling the integration You can set up this integration for your firm by taking the following steps: Email support@bettermentforadvisors.com and request to enable the Orion integration for your firm. Our team will enable the integration and then let Orion know. This can take a few business days. Orion will reach out directly to coordinate next steps.