Overview

Import accounts into Orion Trading (Eclipse)  each day through a full import. Review the most common reasons accounts do not sync to Eclipse below and how to correct them. 

 

Action Item	Solution	Related Resource
Verify the account is Eclipse enabled.	Navigate to Orion Connect's Portfolio Audit app  Select the Accounts tab Right-click and "Edit Account" OR double-click the Account ​​​​​​​Select the Options tab Under Trading, verify that the "Eclipse Enabled" box is checked	How to Eclipse Enable Products, Households, and Accounts.
Verify the is account active.	Eclipse Enabled (see above) and Active must be checked on the account in Portfolio Audit. Orion Trading only trades on active accounts.   Navigate to Orion Connect's Portfolio Audit App Select the Accounts tab and locate the applicable account Right-click Account and select Edit OR double-click the account On the Account - General tab, verify that the "Active" box is checked
Verify the account has value.	In Orion Connect, does this account have a value other than $0.00? Accounts with a 0 value are first imported and viewable in Orion Trading for up to two weeks. Then, the account is removed from Orion Trading and is not imported again until the account has value.    Navigate to Orion Connect's Portfolio Audit App Select the Accounts tab View the "Account Value" column
Verify the account has a Representative assigned.	In Orion Connect, check to make sure a representative is assigned to the household. The assigned representative is needed when the firm preference for Auto Create team is set to advisor - all or advisor - permission.   Navigate to Orion Connect's Portfolio Audit App Select the Households tab Right-click the Household and select Edit Household OR double-click the household On the Households - General tab, verify that the "Primary Representative" is assigned	Orion Trading Platform - Dashboard and Data Import Preferences Overview
Verify auto create portfolio has been set.	In Eclipse, verify that the "Auto Create Portfolio" preference is set to something other than none. This preference dictates how new households or accounts are assigned to portfolios in your database. When this is not set, your account is not assigned to a portfolio.   Navigate to Eclipse Select the Administrator tab Go to the "Preference Settings" for the firm level View the setting for "Auto Create Portfolio"'	Orion Trading Platform - Dashboard and Data Import Preferences Overview
Verify any import errors on the account.	Import errors produce the reason why the account was not able to successfully transfer from Orion Connect to Orion Trading.   Navigate to Eclipse Select the Overview tab Click the "Errors" number	Eclipse Import Errors Troubleshooting Guide
Verify any analytics errors on accounts.	Analytics errors for an account occur after it was successfully imported into Orion Trading.   Navigate to Eclipse Click on "Analytics Needed" in the upper right-hand corner of the screen Click on "View Errors"	Eclipse Analytics Errors Troubleshooting Guide
Verify the account has a portfolio.	Accounts that are not in a portfolio are not viewable in Orion Trading. The account needs to be assigned to a portfolio prior to viewing the account.    Navigate to Eclipse Select the Accounts tab View the "Accounts with No Portfolios" dashboard	Orion Trading - How to Create and Assign Portfolios
Verify the account is in the Default Team.	Make sure the Default Team is set to All. The Default Team is typically assigned to only firm admins and must have all permissions set to all. That way, firm admins are able to see all information in their firm's database. The portfolio permission being set to "permission" prohibits you from seeing new accounts in the database. ​​​​​​​ Navigate to Eclipse Select the Administrator tab Select Teams Right-click and Edit Default Team OR double-click the team Verify that the "Portfolio Permission" is set to "All"	How to Set Up Teams in the Orion Trading Platform
Verify an import has run successfully.	Locate the Date of the last Full Import to make sure one has been done since the account was marked to sync. New accounts are not imported into Orion Trading until the full import has been completed successfully.   Navigate to Eclipse Select the Overview tab Click Actions in the upper right-hand corner Select View Import History Check last import start time
Ensure there aren't any assets excluded	Accounts that have an Excluded Asset with value do not import.    Navigate to Orion Connect's Portfolio Audit app Select the Accounts tab Right-click on the applicable Account and select Assets Right-click asset and select Edit Asset > Options tab > Trading > Verify "Excluded from Rebalance" is unchecked for each asset.                                   AND Right-click the asset and select View Product > Verify the "Status" setting is anything but excluded.