Wealth Access

Set-Up


Integration details: https://www.orionadvisor.com/orion-integration/wealth-access/ 


The details linked above contain instructions for setting up Orion in the Wealth Access platform. It is not clear whether or not you will still need to contact Wealth Access directly. If this does not work, then the advisor must contact Wealth Access directly to authorize. Advisors may contact via the following:

Wealth Access support staff will enable the integration as well as show advisors how the integration works.

 

Education/Resources:

Orion webinar: https://orion.wistia.com/medias/sxh69j6qov