Ashley Morgan Wingfield

@greg-skidmorebelpointe-com To prevent accounts from being pulled into Trends, they can be flagged as “demo” accounts. This is the only way to prevent them from being included altogether. You can mark them as unmanaged to keep them off all of the dashboards except for the Home dashboard. By unmanaging them, they will also be excluded from…[Read more]

@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!

@ericselkirkwealth-com It should also be noted that the only way Orion has to auto-household accounts for you is with the SSN included on the account. If it matches up to a SSN on the household, our system will create a new registration inside that household and the account will be added there.

It may be beneficial to change your new account…[Read more]