Neptune Global Holdings LLC Interface Setup Instructions

Submit Data Delivery Form

Fill out and submit Neptune - Global Bullion Exchange Form to complete your feed setup with Neptune Global Holdings LLC. Should you have any questions, please contact Michael Cruden <mcruden@neptuneglobal.com> or Chris Blasi <cblasi@neptuneglobal.com> at Neptune Global.

 

 

Contact Neptune Global

To: Michael Cruden <mcruden@neptuneglobal.com> or Chris Blasi <cblasi@neptuneglobal.com>

 

Message: Please accept this email as my authorization to begin sending data associated with our firm, Neptune Global Holdings LLC to Orion Advisor Technology. We have attached the release of information agreement. Once processed, notify our firm and sme-data@orion.com. Please include our firm name and the firm unique ID associated with our firm's file sets.

 

 

Submit a Support Case to Orion

• Log in to Orion Connect and open the Support app.
  • Click the button within Support.
  • Select the Service Request tab.

 

Service Request Details:

• Support Service Team: Reconciliation (If you are working directly with the Onboarding team, select Onboarding as the Support Service Team instead)
• Advisor #: populate with your firm's Orion advisor number
• Subject: New Neptune Global feed - [insert firm name]
• Description:
  • We have contacted Neptune Global Holdings LLC to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database. 
    • File Name: [To be sent to sme-data@orion.com from Neptune Global]
    • Do you intend to share this feed with any other database(s) in Orion? YES or NO (If yes, please explain)
    • Three Sample Accounts: [enter three account numbers expected in the feed]
    • Rep Assignment: If there is a representative you would like assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name.
    • New Accounts Process: Auto-Exclude
• Click Submit.

 

 

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 may not be applied to your database until Orion receives your unique Firm ID and File name from Neptune Global Holdings LLC.
• This feed does contain name files. However, auto-householding is not available so the feed must be set to Auto-Exclude and it is your responsibility to create the account shells in Orion.
• Representative mapping is available.
• Auto-Householding is not available.
• Approximate time to complete: 10-14 business days once Orion receives all applicable information.