By All Accounts (BAA) Set-Up Instructions
By All Accounts (ByAllAccounts) - Orion 5 Step Guide
Create Account(s) via Orion New Account Center
Click the New Account Center icon
Click the New Account Wizard under Tools to the left
Fill in all fields with an (*)
Double check billing details on 2nd page
Beneficiary section not necessary, assuming it's filled out in the actual client paperwork
Click submit
Make note of the account's AID number; account will show as pending status
Create a Client Profile in By All Accounts
Click the Clients tab at the top of your screen found in the toolbar
Click Create Client
Fill in all fields with an (*)
Advisable to fill out as much as possible, especially email, SSN
Under AccountView Access set to "may edit credentials and all account information"
Set your Alert Settings
Click Save
Email the Client their Access to By All Accounts
Best practice is to personalize your message and explain to the client the steps they must take or how you will follow up to assist them in linking their accounts to Orion
For less tech savvy clients, it might be best to get them set up during a mid-year review
Once message is finished, hit send from By All Accounts
Client Adds Account(s)
Client logs in using a temporary password that was emailed to them
Change their password before getting into the main page
Client searches for financial company website and clicks it to pull up sign-on credentials
Sign-on credentials include security questions/answers and must match exactly in order to work
Once link is completed advisor gets an email auto-response from By All Accounts that says the following: "we have completed the Custodial Integrator Validation Process"
Email XYIS Orion Support after Account(s) Post to By All Accounts
Include client name, BAA account number, and corresponding AID number
For multiple accounts in a household, try to send together in 1 batch rather than pieced separately.
It typically takes 24-48 hours for Orion to finalize linking the outside account(s)