Integration – Knowledge Base

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Integration

Orion Advisor Tech

Connect your Orion account to IncomeConductor.
Albridge Wealth Reporting

Connect your Albridge feed to IncomeConductor.
Integrations, Linking, and Tracking

Review of integrations as well as the enhanced functionality for managing your linked investments.
Raymond James

Connect your Raymond James client accounts to IncomeConductor.
Axos Advisor Services

Connect your Axos Advisor Services client accounts to IncomeConductor.
Add / Remove / Replace

Steps for assigning accounts and holdings to plan segments.
Charles Schwab

Connect your Charles Schwab client accounts to IncomeConductor.
Black Diamond Wealth Platform

Steps for connecting your Black Diamond account to IncomeConductor.