Updating Account Numbers and Orion Help Articles
This week’s Tech Tip comes with a bonus! First, we’ll explore how to fix an incorrect or missing account number, and then we’ll show you how to do a quick search to locate Orion help articles.
Tech Tip 1: Fixing an incorrect or missing account number.
Occasionally, when creating a new account, an incorrect number may be entered. Other times, an account number may not be added at all, if the account record is created in Orion before the custodian assigns a number.
For data to sync correctly from your daily feeds, it’s critical for the account number to be corrected. Anyone that has “Role Privilege” can correct an account that has an error or add missing account information.
If you need to correct an account or add missing information navigate to the Portfolio Audit app.
Navigate to the “Accounts” level and locate the account number you need to correct.
Once the account has been located, right-click and select “Assets.”
The account won’t show any assets, because no assets have been added yet.
Next, click on the “Actions” drop-down menu and select “New Asset.”
This will bring up a new window shown below:
Next, we’ll add an asset called “Performance.”
Enter “Normal Downloading” for the Status, enter the correct account number on the right of the screen, then click “Save.”
Now the account number has been updated!
Note: The account number cannot be changed by simply selecting “Edit Account” within the Portfolio Audit app. The steps above are the only way to correctly edit an account.
Tech Tip Bonus: Quick Search for Orion Help Articles
Did you know you can search for help articles without leaving Orion Connect?
To access this feature, navigate to the “Settings” drop-down to the right of the search box in Orion Connect and ensure “Help Articles” is selected.
Next, search for your training topic! The results will be categorized as “Help.”
The article will open in a new window after you select it. Additional related articles will appear on the right side of the screen.
The functionality covered in today’s Tech Tip is ready to use right now! If you want more training about the apps and tools covered in this article, visit Orion Social or Orion Ascent training within Orion Connect.
Not working with Orion yet? Click here to get in touch with us.