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How can I update Advizr with my Orion accounts?

Setting up your Advizr-Orion integration

In the upper right, hover over the user menu and click Settings:

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Click on the "3rd Party Integration" tab, enter your Orion username and password, and click Save Changes:

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NOTE: Advizr will pull data immediately after entering your username and password, check your Notifications to see when the load is complete. Advizr will update data twice daily at 7:00 am and 2:00 pm EST. If you do not see Orion data after 24 hours, please email support@advizr.com.