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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:
  • 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 daily. If you do not see Orion data after 24 hours, please email support@advizr.com.