Orion - Report Queries

This is how to run reports in Orion for your firm's use.

Please keep in mind, not all download sources for accounts download on a daily basis so some figures may be off.

1. On the left hand side, click on 'All Applications' section, then click 'Query'

2. On the right hand side, click open the blue arrow tab and click 'All Queries'

3. Double Click the report you want. There are descriptions that are helpful to let you know what they are for.

4. Once double clicked, it may ask you certain preferences. Choose your preferences and then 'Run'

• Related Articles

• Orion- How to See Client Information

  This article shows how to view client account information in Orion. Keep in mind that any account that does not have a download source, i.e., life insurance, will not show assets or transaction data. Getting Started: Finding Accounts: The left-hand ...

• 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.

• Orion - How to create a New Account

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

• 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. You can use default views or customized views. Both are showing below: There are two ways to access Portfolio Audit: From the ...

• Evolve Guidelines - Operations

    How long does it take for accounts to transfer? Answer: This depends on the product and product company. Once Mutual receives the paperwork in good order, we submit the Change of Broker Dealer (“COBD”) forms to the product companies. We do not ...