Orion - How to create a New Account

Orion - How to create a New Account

See below for the steps to create a New Account in Orion:


  1. If you are not seeing an account in your version of Orion, you will need to create a case in the portal and confirm that we can view the account in Mutual's version of Orion. Once that is confirmed, you can move on to creating the accounts. 
  2. Go to your Dashboard Home Page > All Applications and choose New Accounts Center.


 2. On the left side under Tools, choose New Account Wizard. 



    3. For the Household you will add the below information:


  • Primary Representative (Should already be your Firm Name listed)
  • Household First Name
  • Household Last Name
  • Household Name (will auto-fill)
  • Household SS# - input dashes (Copy this for the next screen)
  • Choose Next on the bottom Right

 4. For the Registration you will add the below information:


  • Account Type (Registration Type)
  • Registration Name would be changed if it is a 529 Plan, or any other plan that has a different Registration Name from the Household Name. I.E.: Trust account, Business account, etc..
  • Date of Birth
  • Paste the SS# from the previous screen
  • Choose Next

5. For the Account/Billing you will add the below information:


  • Custodian and Fund Family will match (carrier for the account) I.E.: Jackson, American Funds, etc.
  • Management Style will automatically be there as Broker-Dealer
  • Account Number (make sure the account number you enter matches what Mutual has in their version of Orion or it will not link properly).
  • Choose Next until you get to 5 Review Input.
  • Double check what you entered is correct and click Next to Add the Account
 6. Once this screen comes up, under Account Status, choose Pending.




  • Right click on the Pending account and choose Edit Account





  • For all new created accounts, change Pending to Normal Downloading under the Account Status section
  • Choose Save on the top right
  • It will be removed from your Pending Screen, and you will now be able to see the New Account Shell that you created under Portfolio Audit (you need to refresh Port Audit first).

7. Now that the account has been created, you will need to contact your Orion Reconciliation Team for them to reconcile the account to show a value. 

    • Related Articles

    • eMoney integration to Orion

      The attached article are instructions on how to integrate eMoney to Orion. If you have issues with seeing an account, please create a case in the Evolve Portal under Platform Technology>Orion>Integrations.

    • How to View Accounts in Orion Using Portfolio Audit

      Viewing Accounts with Portfolio Audit: The suggested way to view accounts in Orion is by using the Portfolio Audit app. There are two ways to access Portfolio Audit: From the Dashboard, click the "All Applications" button on the left-hand side of ...

    • Evolve Guidelines - New Business

      What happens if I (the Advisor) run into a new client with an existing VA, 529, or mutual fund direct account? Answer: Although the Advisor is no longer a registered representative, existing accounts can be transferred by the client and the Advisor ...

    • Non-Brokerage Account Application

      1) Please complete all sections of the attached packet. 2) Once complete, please submit as a case in the Evolve Portal with subject line: Last Name of client, First name of the client – Registration Type 3) Please submit along with the Change of ...

    • How to Create a Case in the Evolve Client Portal

      Website: Mutual Evolve | Home 1) From the Home Page, click on Create a Case in the upper right hand corner of the screen. 2) Type in a relevant subject in the Subject box. You'll notice that when you type a word, if it matches an existing Knowledge ...