Interactive Brokers Instructions

Below are the steps for setting up a new data feed with Interactive Brokers.


Contact Interactive Brokers

Use the template below to request a new feed from Interactive Brokers:



Subject: Orion Data Feed Request

Message Body: Please establish a direct Interactive Brokers feed to Orion Advisor Technology, LLC for our firm, [insert firm name].  Once this has been established, e-mail Orion at sme-data@orion.com that the setup is complete, and accounts have been added.  Please be sure to include within the notification our firm name and the unique master number applied below.
IB Master Number: [insert your firm's unique master name]
*If you do not know your Interactive Brokers Master Number, contact the custodian to request it

Thank you,
[insert firm contact information, name, title, email, phone]


Orion Requirements

Please fill out this form that will allow us to notify Orion of the new download source as well as gather the required information used in Orion's set up and verification processes.



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 be applied to your database until Orion receives your IB Master Number.
  •  Australian clients must transfer their accounts from IBKR LLC to IBKR Australia.
    • IBRK Australia accounts are eligible for the feed; however, they are not automatically enabled for Orion when that conversion is complete.
    • To obtain these accounts in the daily download, you must e-mail salesengineering@interactivebrokers.com when your IBAU account is open and Interactive Brokers will enable the feed for the new account.
  • Rep mapping may be available. Accounts with foreign addresses cannot be mapped.
  • IMPORTANT NOTE: This feed does contain name files; however, because SSNs are not provided, Auto-Householding is NOT available. The feed must be set to Auto-Exclude new accounts, and it is the firm's responsibility to manually create the account shells.
  • Approximate time to complete (start to finish): 7-10 business days from when Orion receives all applicable information