We are excited to announce that Flourish Cash is now available as a custodian feed into Orion. This direct feed allows you to incorporate Flourish Cash balances into reporting without the need to enter Flourish credentials within Orion.
Are you an advisor interested in enabling the Orion integration?
Simply let us know that you’d like to be enabled for the integration, and balances will become available to you.1 It’s that simple.
Do you use a platform other than Orion?
Let us know which integrations you’re looking for. We have a number of new integrations coming soon. Stay tuned.
A Flourish Cash account is a brokerage account offered by Stone Ridge Securities LLC, a registered broker-dealer and FINRA member. Flourish Cash is not a bank account, but the cash balance in a Flourish Cash account is swept from the brokerage account to deposit account(s) at one or more third-party banks that have agreed to accept deposits from customers of Stone Ridge Securities LLC (“Program Banks”).
1 Advisors’ ability to view client account information is subject to applicable privacy laws and clients’ consent to such sharing.