In the upper right, hover over the user menu and click Settings:
Click on the "3rd Party Integration" tab, enter your Orion username and password, and click Save Changes:
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 firstname.lastname@example.org.