Altruist Instructions:
Contact Altruist
- Use the template below to request a new feed from Altruist:
To: Altruist Customer Care Team <support@altruist.com>
Message: Please accept this email as my authorization to send data to Orion Advisor Technology for our firm's Altruist data. Notify Orion at sme-data@orion.com when the setup is complete, along with our unique firm name that will be present in our firm's file sets.
Thank you,
[insert contact information]
Orion Requirements
Please provide three sample account numbers that you expect to see downloading on the new Altruist feed. Orion requires this information for use in their verification process.
Interface Notes
- Requests not completed within 60 days are subject to cancellation. Custodial delays and other special circumstances may allow for more time as necessary.
- Please Note: Data cannot apply to your database until Orion receives a notice from Altruist containing your firm's unique firm name.
- This feed contains name files, so accounts can be created automatically through the feed.
- Rep Mapping is available.
- Approximate time to complete (start to finish): 14-21 business days from when Orion receives all applicable information.
- Please Note: the estimated timeframe may change due to the number of accounts requested and availability.