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Financial Accounts

Orion Related Accounts and How Totals Work
Managing Financial Accounts How to Create an AUM Account Improvements to Accounts 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 Related Accounts and How Totals Work 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 Improvements to Accounts 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 Related Accounts and How Totals Work 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

Orion Related Accounts and How Totals Work

LeadCenter groups connected Orion accounts under Related accounts so it is easier to review the full registration in one place.

In Orion, a registration may include a custodial wrapper plus one or more sleeves. LeadCenter keeps the Orion sleeve details where relevant, while using Related accounts as the account grouping label inside LeadCenter.

What Related Accounts Mean in LeadCenter

A related account group includes one main account plus any connected related accounts under it.

  • Main account is the top account in the group
  • Related accounts are the additional accounts attached under that main account
  • For Orion-connected firms, related accounts may include custodial, normal, contribution, or distribution account types

Important: Orion sleeve types are still preserved. Related accounts is simply the LeadCenter label for the group.

How Group Totals Work

LeadCenter calculates totals across the full related account group.

  • Total Issued = main account + all related accounts
  • Total Current = main account + all related accounts

This keeps totals easy to understand across account detail pages and the Accounts page.

Why Custodial Wrappers May Use an Issued Amount of $0

In Orion, a custodial wrapper often acts as the registration container while the actual money is represented in the related sleeves.

When linking Orion registrations, LeadCenter can set the custodial wrapper’s issued amount to $0. This helps avoid counting the same money twice in issued totals.

Orion linking pop-up showing the option to set custodial account issued amount to zero
Setting the custodial wrapper issued amount to $0 helps keep issued totals clean.

How Related Accounts Display

On an account details page, LeadCenter shows the full related account group together so it is easier to understand how the account fits into the registration.

Related accounts section showing the main account and related accounts together
The Related accounts section shows the full group in one place.

On the Accounts page:

  • Collapsed groups show totals on the main row
  • Expanded groups show each account separately plus a total row
Accounts page showing a collapsed related account group with totals on the main row
Collapsed groups show total issued and current amounts on the main row.
Accounts page showing an expanded related account group with a total row
Expanded groups show each account separately plus a total row.

How Orion Registrations Are Grouped Before Linking

On the Orion Unlinked Accounts page, LeadCenter groups accounts by Orion registration ID so accounts that belong together can be reviewed together before linking.

Orion Unlinked Accounts page showing accounts grouped by registration
Orion accounts are grouped by registration before linking.

FAQs

Does LeadCenter still show Orion sleeve types?

Yes. LeadCenter still preserves Orion sleeve details such as Custodial, Normal, Contribution, and Distribution where relevant.

Why does a custodial wrapper sometimes show an issued amount of $0?

This is used to help prevent double-counting when the wrapper is the registration container and the actual value is represented across related accounts.

Why are totals shown on the main row when the group is collapsed?

This makes it easier to review the full account group at a glance without expanding every registration.

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.

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