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Orion Partner Integration Page

In this article, you will learn how to navigate the Orion Partner Integration page

Updated over 4 months ago

Once enabled by your Arch Operations team, you will be able to view the Orion page, under the Partner Integrations tab.

On the Orion Partner Integration page, you can view the mappings statuses of all of your investments. Investments will appear as Mapped, Unmapped, or Excluded under the Status column, and you can add/edit mappings in the Account Number, Product Ticker, Account ID, and Asset ID columns.

Once mapped, the information for each investment will appear in your Arch-Orion Export email.

Please reach out to support@arch.co if you have any questions!

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