Logo
Submit a request Sign in
  1. Oranj
  2. Getting Started

Getting Started

Before you introduce your new dashboard to your clients and prospects, let's review the basic roles and responsibilities of advisors and firm admins. You can use the following articles to ensure you start off on the right foot as it pertains to your advisor dashboard, getting started with clients, account opening and transfer, and all administrative roles for your account.

Quick Start Checklist

  • Creating Your Firm
  • Connecting to Your Custodian
  • Personalizing Your Firm
  • Inviting Firm Advisors to use Your Oranj App

Help & Support

  • Oranj Release Notes
  • Finding Help in Oranj
  • TD Ameritrade - Institutional Direct Connection FAQ

© Oranj

Theme by Lotus Themes