Read our guide on how to set up the Orion Integration with YourStake
API User Instructions from Orion
FIRST: Create a New Role with Advisor Log-in access
Open Manage Users (Left-hand side)
From the Security Section (left-hand side), select Roles
Add new Role (upper right-hand side)
Log-in level: Advisor, then click OK
Name of the Role: YourStake
*This new Role needs read-only access to the following end-points:
Under Privileges (left-hand side):
Records:
Products
Enable: Asset Classes, Products
Portfolio
Enable: Assets, Portfolio (Household- Account), Portfolio Groups
Then Save the newly created Role (upper right-hand side).
SECOND: Create New User
Open Manage Users app (left-hand side)
Click Advisors (left-hand side), under Manage Users
Click Actions (upper-right of the page)
Enter only the following General → User Information:
User ID = api_YourFirmName_Stake (note: The section for "YourFirmName"
(can be an abbreviated version if you wish)
Last Name = Stake
Email = any firm email address is fine to enter here, but best to select one that you have access to in case you need to reset the password
From General → Profiles (left-hand side):
Role dropdown, select (the newly created) YourStake Role
Save (upper right-hand side)
(note: a temporary password will be created)
Create a new password.
THIRD:
Login to Orion with the new User ID and temporary password. It will prompt you to enter a new password and set MFA devices. You can use your mobile phone number, and use security@yourstake.org as the MFA email.
FOURTH (and final step):
Email support@yourstake.org, and we will send you a secure method for sharing the newly created credentials.
----------------
Please note that Orion is not responsible for actions taken by Stake. By providing your credentials to Stake, you are authorizing Stake to access client data maintained on the Orion system and releasing Orion from all claims, liabilities, losses, damages, attorneys’ fees and expenses of any kind resulting from Stake access to your client data, including any manipulation, alteration, or changes to the data by Stake, as well as Orion’s actions in reliance on communications and instructions received from Income Stake. To the extent that you wish to discontinue your integration with Income Stake, it is your responsibility to notify Orion to disable such integration.