IMPORTANT NOTE: These instructions are exclusively for Orion Planning-only users*.

Review the (Redtail) Orion Planning Integration for Legacy Orion Planning-Only Users article to learn how to set up and use the Redtail Integration in Orion Planning.


*How do I know if I am an Orion Planning-only user?

• If you log into Orion Planning using a URL that contains "advizr.com", you are likely an Orion Planning-only user.
• If you follow the steps below and DO SEE Redtail as an available integration, you are likely an Orion Planning-only user. (Orion Connect and Orion Portfolio Solutions users will not see Redtail as an available integration when following these steps.)

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• If you are an Orion Connect user, you must set up and use the Redtail - Orion Planning integration through Orion Connect. Find instructions for Orion Connect users at How-To and Overview: Redtail and Orion Integration.

• If you are an Orion Portfolio Solutions user, you must set up and use the Redtail - Orion Planning integration through Advisor Portal. Find instructions for OPS users at (Redtail) Orion Portfolio Solutions.

Email sme-integrations@orion.com if you have questions or need assistance.