Set up: Connect your individual user

Pre-requisites

Please ensure your Luminary admin has completed the initial Firm level setup.

📄 Firm set up for admins: Addepar

📄 Firm set up for admins: Black Diamond

📄 Firm set up for admins: Orion

📄 Firm set up for admins: eMoney

Link User to Luminary

The steps below will enable any Luminary user to connect with their integration provider.

Linking your user from your performance reporting provider will enable the integration for your Luminary user. Each user that wants to access the integration will need to complete these steps.

Step 1: Log into Luminary

Step 2: Hover over your initials in the top right corner and click “Manage profile”

Step 3: Click “Link account” which will redirect you to the Addepar sign in

Step 4: Sign into your third party integration with your individual user