Nationwide Advisory Services (Formerly Jefferson National)
Contact Nationwide Advisory Solutions
Use the template below to request a new feed from Nationwide Advisory Solutions:
To: nas_service@nationwide.com
Message: Please accept this email as my authorization to send data associated with our advisor/firm to Orion Advisor Technology for assets held Nationwide Advisory Services (Jefferson National). Notify Orion at sme-data@orion.com when the setup to the SFTP site is complete, along with the name of the file being sent for our firm.
Thank you,
[insert contact information]
Submit Download Source Information
Submit the Download Source Set Up Form here so we can initiate the set up process with Orion.
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: The feed cannot be finalized for your database until Orion receives a notice from Nationwide Advisory Solutions that includes your firm's unique file identifier.
- 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): 7-10 business days once Orion receives all the applicable information