Goldman Sachs Custody Solutions delivers institutional access, insights, and digital-forward solutions to help you grow your business and better serve your clients. Our approach goes beyond traditional custody services.
The Schwab Advisor Center is a central place to gather updates and get a jumpstart on finding the information you need to move your business forward.
Orion downloads daily files from Charles Schwab for account reconciliation through a data interface. Additionally, Orion integrates with the Schwab Advisor Center platform for real-time viewing of Charles Schwab account information and seamless fee file submission. Additionally, Orion integrates with the Schwab Digital Account Opening tool.
Fidelity® provides Advisors access to technology tools via WealthscapeSM, the gateway to Fidelity’s next-generation total advisor technology platform, designed to help registered investment advisors, broker-dealers, banks, and family offices digitize their businesses and deepen relationships with their clients.
Fidelity and the WealthscapeSM platform integrate with Orion through the client and account data feed that flows into Orion Connect each day. Additional features include single sign-on as both an App and within the context of a specific account, allowing quick access to various tools, including launching the WealthscapeSM pages for Balance, Confirms, Position, Service Center, Service Request, Statements, Integrated Cashiering Platform, and Transaction History.
Fidelity InstitutionalSM and National Financial Services LLC (together “Fidelity”) is an independent company, unaffiliated Orion Advisor Solutions, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between Orion Advisor Solutions, LLC. and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Orion Advisor Solutions, LLC. and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity InstitutionalSM and WealthscapeSM are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 847901.3.0
Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your business your way.
Orion downloads daily files from TD Ameritrade for account reconciliation through a data interface. Additionally, Orion integrates with the Veo platform for real-time viewing of TD Ameritrade account information.
https://tdainstitutional.com/veo
TD Ameritrade, Inc. and Orion are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Orion’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Orion. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.