Orion: Please contact us at data@bettermentforadvisors.com. It’s a quick and easy process, and our support team will work closely with you to get everything setup.
BlackDiamond: Please contact your Advent/BlackDiamond representative to complete a required direction/authorization letter. Once we receive the direction letter from Advent we'll work on enabling your data feed. You can contact data@bettermentforadvisors.com with any questions.
