[Account Owner] Orion

AdvicePay has a single-sign-on (SSO) integration with Orion. With this integration, you can connect to AdvicePay directly from your Orion platform!

1. Email integrations@orionadvisor.com first to request the setup.

2. Once you receive confirmation from Orion, login to your Orion account and locate the Manage Users app

3. Right click on role and choose Edit Role > Apps > Integrations

4. Check the box for AdvicePay

5. Click Save

Last updated on February 25, 2021