Orion Download Sources: N-Z

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Explore additional download sources within Orion Download Sources: A-M. 

Make sure to review Orion Download Sources: BETA for our upcoming feeds. If you can't find the feed you're looking for, check out How to Request a New Direct Download Feed!

 

Looking for a Trust Accounting System? Make sure to check out Trust Accounting Systems and Related Download Sources!

 

If a direct feed is unavailable, review HeldAway (Outside Held) Account Data Feed Providers - Feature Compare for additional options on bringing the data into Orion.

 

Custodial Download Source	Estimated File Time	Name File	Transaction File	Position File	Security File	Cost Basis Realized	Cost Basis Unrealized
Nationwide Advisory Services (Jefferson National)	5:30AM	X	X	X
Nationwide Advisory Solutions (formerly Jefferson National)	10:00AM	X	X	X	X
Nationwide DTCC		X	X		X
NAV Consulting (Alternatives)
Neptune Global Holdings LLC	12:00AM	X	X	X	X	X	X
NFS	2:00AM - 3:00AM	X	X	X	X	X	X
Nixon Peabody - FiTek	4:30AM	X	X	X	X	X	X
Northern Trust	6:00AM		X	X	X
NuView IRA	8:00AM	X	X	X	X
OnRamp	6:00PM	X	X	X	X
Opto Investments	7:00AM	X	X	X	X
Orange Bank & Trust Company	4:00AM	X	X	X	X
Pacific Life	3:00AM	X	X	X	X
Pacific Premier Trust (PENSCO)	5:30AM	X	X	X	X
Park National Bank - FiTek	5:00AM	X	X	X	X
PennMutual	5:00AM	X	X	X	X
PCS Retirement/Aspire	4:00-5:00AM	X	X	X	X
Pershing PAS	1:30AM	X	X	X	X		X
Pershing DTCC	7:00AM	X	X	X	X
Phoenix American Financial Services (Vistra)	7:00AM	X	X	X	X
Platform Ventures	5:00AM	X	X	X	X
PNC Bank	5:00AM	X	X	X	X		X
Pontera (formerly known as FeeX)	4:00AM, 6:00AM & 12:00PM	X	X	X	X
Principal Financial Group (fka Wells Fargo Trust)	5:00AM		X	X
Prudential Financial (Skandia)	8:00AM	X	X	X
Raymond James	5:00AM	X	X	X	X	X	X
RetireOne	6:30AM	X		X	X
RBC	5:00AM	X	X	X	X	X	X
RIA Services	10:30-11:00AM		X	X
RW Baird	2:00AM		X	X	X		X
Rydex (Guggenheim)	2:30-3:30AM	X	X	X
Sammons Financial/Midland National	7:00AM	X	X	X	X
Security Benefit	7:30AM	X	X	X
Schwab	5:00AM	X	X	X	X	X	X
Schwab Annuities	9:30AM		X	X
Schwab Trust	5:00-8:00AM		X	X	X
SEI Advisory & Wealth	5:30AM	X	X	X
SEI Private Bank & Trust	3:30AM	X	X	X	X	X	X
Southwest Securities (Hilltop)	5:30AM		X	X	X	X	X
Spectrum Pensions	8:00AM	X	X	X	X
SS&C Innovest	7:00AM	X	X	X	X	X	X
Stifel Nicholas	5:00AM	X	X	X	X
StoneCastle (SCCM)	5:00AM	X	X	X
Sudrania Fund Services	9:00 AM			X	X
Sungard	6:30AM	X	X	X
SunTrust	4:00 AM	X	X	X	X		X
TIAA	8:30AM	X	X	X	X
The Standard Connection	End of the 5th business day of each month	X		X	X
TradePMR	5:00AM	X	X	X		X	X
TriState Capital Bank	8:00AM	X	X	X
UBS Wealth Management	9:00AM		X	X	X	X	X
UMB Bank	6:00AM		X	X	X
Union Bank	5:00AM		X	X	X
US Bank	6:00AM		X	X	X		X
Vantage Self-Directed IRA	5:30AM	X	X	X	X
VestmarkONE	7:00AM	X	X	X			X
Voya (VRIAC)	7:00AM Monthly	X		X	X
Waveland Capital Group LLC	6:00AM	X	X	X	X
Wilmington Trust M&T	12:00am CST		X	X	X	X	X

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