Orion Advisor Solutions

Householding | Orion

The "Householding" page on Orion allows users to submit household requests by providing required information such as Submitter Email, Household ID, Household Name, Surviving Household Name, and Surviving Household ID, with a default rule to retain the lowest surviving Household ID to preserve historical data.

Householding

Household Request

  • Submitter Email (required)

Household Request 1

  • HH ID (required)
  • HH Name (required)
  • Notes

Add HH ID

  • Surviving Household Name (required)
  • Surviving HH ID (required)

To retain the most historical data, the default surviving HH ID will be the lowest number unless otherwise stated.

Add Household Request

Submit