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Setting up Orion Portfolio Sync

To start the synchronization process, log in to your HiddenLevers account and click the “Integrations" button.

This will bring you to the Integrations page which has icons for HiddelenLevers partners. Under the "Sync Portfolios" on the left will be an icon for "Orion Advisor Services":

Click on the icon, enter your Orion credentials, and click "Activate" to start the synchronization process:

If the connection is successful, an orange loading spinner will display. After a short delay, you will see the following message:

 

Now you will see your Orion portfolios listed in your Dashboard. Imported portfolios will have a cloud icon next to them and hovering over the icon will show the source of the portfolio: