By All Accounts (BAA) Set-Up Instructions

By All Accounts (ByAllAccounts) - Orion 5 Step Guide

  1. 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

  2. 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

  3. 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

  4. 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"

  5. 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)