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Financial Accounts

Download Financial Accounts
Managing Financial Accounts How to Create an AUM Account AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Sleeve Accounts: How Linking Affects Totals Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details

Financial Accounts

Managing Financial Accounts How to Create an AUM Account AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Automated RMD Update Uploading Financial Accounts and Updating Current Amounts via CSV Download Financial Accounts Automated Production Calculation from Financial Accounts Writing Advisor Commission Modes Orion Auto Link for Unlinked Accounts Replace a Custodian Link on a Financial Account Orion Sleeve Accounts: How Linking Affects Totals Exclude Production Split from Commission Calculation Changing an Account Type from AUM to Insurance or Insurance to AUM New: Orion Linking Now Auto-Fills Tax Type and More Set Up Insurance and Annuity Product Commissions Bulk Delete Accounts Orion Transactions on Account Details

Download Financial Accounts

You can now download/export financial accounts from the Accounts page in LeadCenter.

How to Download Accounts

  1. Apply filters if needed from the Accounts page.
  2. Click the Actions dropdown at the top right.
  3. Select Download.

Once submitted, a download job will be processed in the background. You’ll receive an email with a secure download link once the file is ready.

Using Filters Before Downloading

The export includes only the accounts visible under your current filters. This includes both the existing account filters and the newer filters such as:

  • Insurance Company
  • Insurance Product
  • Is Replacement

For example, if you filter the Accounts page to show only certain insurance companies, products, or replacement accounts, only those matching accounts will be included in the CSV export.

Important Notes

  • The export includes only the accounts visible under the current filters.
  • The export also respects Insurance Company, Insurance Product, and Is Replacement filters.
  • The download link will be sent to the user who initiated the request.
  • The exported file is available for one-time download only. After it’s downloaded, the file will be deleted from the system and cannot be accessed again.
  • If you need a fresh copy, please submit a new download request from the Accounts page.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.