--- title: How to set up the Orion Integration description: Read our guide on how to set up the Orion Integration with YourStake --- [Skip to content](https://help.yourstake.org/knowledge/how-to-set-up-the-orion-integration#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. 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[Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) # How to set up the Orion Integration ## 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](mailto:security@yourstake.org) as the MFA email.   **FOURTH (and final step):** Email [support@yourstake.org](mailto:support@yourstake.org), and we will send you a secure method for sharing the newly created credentials.   ### **How will the data show up in YourStake?** **The following data will be pulled from Orion**  - Every Active Account associated with your master account number   - Account Number - Account Registration (Type) - All Holdings within each Account - Symbol/CUSIP - Cost Basis - Open Date - Description - Quantity - Market Value **How will accounts be grouped?** Accounts are grouped by email address as default. That means the two accounts with the email "alex.g.client@example.com" are grouped together in YourStake. If an account is missing an email address, we group by the Taxpayer first, middle, and last name. **How can I see/change the groupings on YourStake?** 1\. Find and click on the account/client/household on the "People" tab of YourStake ![](https://help.yourstake.org/hs-fs/hubfs/image-png-Oct-21-2025-03-15-48-2141-PM.png?width=429&height=190&name=image-png-Oct-21-2025-03-15-48-2141-PM.png)   2\. Click on the "Groups" tab for that account/client/household ![](https://help.yourstake.org/hs-fs/hubfs/image-png-Oct-21-2025-03-18-15-0697-PM.png?width=308&height=170&name=image-png-Oct-21-2025-03-18-15-0697-PM.png)   3\. From here, you can make changes to the account grouping ![](https://help.yourstake.org/hs-fs/hubfs/image-png-Oct-21-2025-03-19-51-4965-PM.png?width=446&height=169&name=image-png-Oct-21-2025-03-19-51-4965-PM.png)   **Please reach out to support@yourstake.org with any questions**   \----------------   **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.**  - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake