my529 Instructions

Contact My529

  • Have your firm's Master Administrator login to https://fa.my529.org/ and select 'Orion' as the data provider to complete the Release Form.
  • The RIA then requests a data file be provided to Orion's SFTP site.
  • Once complete, My529 notifies Orion's Data Reconciliation team (sme-data@orion.com).

 

Provide the following for Orion

      • POA (power of attorney) #: [insert POA # - 7 digits long starting with 1]
      • Do you intend to share this feed with any other database(s) within Orion? YES or NO (If yes, please explain)
      • Three Sample Accounts: Secure box folder


Interface Notes

  • Name files are provided, but they do not include SSNs. Orion CANNOT create the accounts, and the advisor must create the shell before data can apply. New accounts through My529 are added to auto-exclusion.
  • Approximate time to complete (start to finish): 7-10 business days once Orion receives all applicable information.