Help Center

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.

Fields Filled Automatically on New Related Accounts

When an unlinked Orion account is linked as a related account under an existing main issued account, LeadCenter fills in certain fields when the new related account does not already have them.

• AUM product: For AUM accounts, LeadCenter copies the AUM product from the main account when the related account does not already have a product and the main account has an AUM product selected.
• Writing advisors: LeadCenter can copy or assign writing advisors to the related account when the related account does not already have writing advisors.

Important: Existing AUM products and writing advisors on the related account are not removed or changed.

Writing advisor priority

1. Main account: If the main account has writing advisors, LeadCenter copies the same advisors and commission splits to the new related account.
2. Orion representative: If the main account does not have writing advisors, LeadCenter checks the Orion representative name and matches it to an active user in your firm. One matched advisor is added at 100%.
3. Contact writing advisor: If no advisor is found from the main account or Orion representative, LeadCenter uses the contact’s writing advisor when one is listed on the contact profile.

For standalone Orion accounts created as new main accounts, LeadCenter assigns writing advisors only when the new account does not already have one. It checks the Orion representative first, then the contact writing advisor.

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.

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.

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

Collapsed groups show total issued and current amounts on the main 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 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.

What is “Is not a sleeve”?

Some Orion accounts are not sleeves, such as main or standalone accounts. In sleeve type filters, these accounts appear as Is not a sleeve. Select it to show accounts that are not Orion sleeves.