Kingdom Trust Interface Setup Instructions

Submit a Support Case to Orion

• Log into Orion Connect and open the Support app.
  • Click the   button within the Support app.
  • 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 Kingdom Trust feed - [insert firm name]
• Description:
  • Please initiate an internal process to prepare this feed for our database and provide further instructions.
    • Do you intend to share this feed with any other database(s) in Orion? YES or NO
    • Three Sample Accounts: [enter three account numbers expected in the feed]
    • Rep Assignment: If there is a representative you would like automatically assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name
    • New Accounts Process: Auto-Add or Auto-Exclude
• Click Submit

 

 

 

Contact Kingdom Trust

Orion will supply you with your firm's unique sub-folder name. Once you receive the sub-folder name, contact Charles (Bo) Ives by phone at (270) 226-1019 to request that your account data feed to Orion Advisor Technology, LLC to the SFTP sub-folder created for your firm.  Orion's SFTP credentials are already on file at Kingdom Trust.

 

Please Note: If Kingdom Trust should need to contact Orion, they may email sme-data@orion.com.

 

 

 

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.
• Name files are provided, so accounts can be created automatically through the feed.
• Auto-Householding is not available. 
• Rep Mapping is not available.
• Approximate time to complete: 14-21 business days from when Orion receives all applicable information