Eclipse Trading Series: Preferences
Eclipse gives firms powerful control over how accounts, portfolios, models, taxes, trades, and user workflows behave — but that control starts with preferences.
In Part 2 of Orion’s Eclipse Trading Series, Jake Apke, Trading Training Consultant at Orion, walks through Eclipse preferences and explains how firms can use them to customize the trading experience. This session covers the preference hierarchy, firm-level settings, ESG restrictions, security preferences, model assignment syncing, trade approvals, tax settings, depletion methods, cash settings, householding considerations, and more.
This session is designed for financial advisors, trading teams, operations teams, and firm administrators who want to better understand how Eclipse preferences impact trading workflows, account setup, tax-aware trading, and day-to-day portfolio management.
Want the full walkthrough? Register here to access the complete free, on-demand session:
https://oriontechcrosssell.wistia.com...
Key takeaways:
-How Eclipse preferences are structured across firm, custodian, team, model, portfolio, and account levels
-Why more specific preference levels override broader settings
-Which preferences do not follow the standard hierarchy
-How ESG restrictions and security-level preferences work inside Eclipse
-How to manage model assignment syncing between Eclipse and Orion Connect
-How trade approvals, discretionary account settings, dividend reinvestment settings, and FIX allocation preferences affect trading workflows
-How wash sale logic, short-term gain settings, depletion methods, tax sensitivity, and max gain settings support tax-aware trading
-How householding, location optimization, reserve cash, billing cash, systematic withdrawals, and trade minimums can be configured
-Why certain advanced preferences depend on your firm’s model structure, trading process, and operational setup
What you’ll learn:
-How to navigate Eclipse preferences inside the platform
-How to evaluate which settings apply to your firm’s trading workflow
-How preference hierarchy affects account-level and portfolio-level behavior
-How to use preferences to support tax management, cash management, model workflows, and trading controls
-When to reach out to Orion’s SME Trading Team for setup support
Who should watch:
-Financial advisors using Eclipse
-Trading and operations teams
-Firm administrators responsible for Eclipse setup
-Teams managing model assignments, tax-aware trading, or household-level workflows
-Orion users looking to better understand Eclipse customization options
This is Part 2 of Orion’s 6-part Eclipse Trading Series.
Register for the full free, on-demand session:
https://oriontechcrosssell.wistia.com...
Topics covered: Eclipse preferences, Orion Eclipse trading, Orion Connect, trading workflows, tax-aware trading, model assignments, ESG restrictions, trade approvals, wash sale logic, short-term gains, depletion methods, householding, reserve cash, portfolio trading, financial advisor technology.