Advisor Portal
Support & Resources

Get full support for the Orion Advisor Portal experience, including the training and education you need to succeed.

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Everything You Need to Elevate Your Firm

We’ve got the training and support to help turn your team into Orion superusers. Our how-tos and self-paced video lessons provide the guidance you need to maximize your Orion Advisor Portal experience.

Three Simple Steps To Get Started

Step 1

Log into the Advisor Portal as normal.

Step 2

Click on the “Resources” tab and select “Knowledge Hub.”

Step 3

Click on the “OPS Training & Resources” tab. Use the sub-menu to toggle between video training and step-by-step how-to guides.*

*Please note that if you’re accessing training videos for the first time, you will be prompted to set up credentials.

On-Demand Webinars

Learn At Your Own Pace

Our on-demand webinar series helps you explore the ins and outs of the Orion Advisor Portal so you can get the most out of your tech solutions. Learn how to customize the portal and use key features.

Introduction to Advisor Portal & Portal Views

Walk through the streamlined process of generating an investment proposal and opening a new account.

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Proposal Tool & New Account Opening

Explore the streamlined process of generating an investment proposal and opening a new account.

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Account Trading Functions

Take a deep dive into placing buy/sell trade orders, and performing household-level rebalancing and trade order reviews.

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Trading: Models & Overlay Maintenance

Learn how to conduct model and sleeve maintenance, assign new models and add or edit overlays.

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Marketing & Resources

Get an introduction to the extensive training library within the Knowledge Hub, plus practice management resources and marketing content for your clients.

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Investor Portal & Portal Views

Tune in for tips on some of the key changes to the new Investor Portal that bring you closer to every aspect of your client's financial lives, including Orion Planning.

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Frequently Asked Questions

I’m a longstanding Orion client and want to know more about the transition from the legacy platform. What’s new in our updated advisor portal?

The reimagined platform delivers a simplified look and more intuitive design. Here are just a few highlights: 

Digital Client Onboarding – A guided new account setup and seamless DocuSign integrations simplify the account opening process for clients and advisors.

Quick Client Account Access – No more searching for beneficiaries, RMD info, and systematic transactions. Find the information you need with enhanced search features and a streamlined dashboard.

Simplified Earnings Information – Eliminate uncertainty around payout statuses and values for accounts with our automated dashboard that offers transparency into what you’ve earned, what’s been paid, and what is pending. 

Personalized Client Service – From individualized proposals to tailored reports, everything you present to clients can be personalized with less time and effort. 

Multi-Custodial Platform Support – Embedded connectivity across multiple custodians. 

Trading Ease – Conduct model and sleeve maintenance, assign new models, and place buy/sell trade orders with a few clicks.

How can I help my team get the most out of the Orion platform?

We have a number of training tools and resources available to our clients. Your team can log in to the advisor portal to access our in-depth how-to guides. Alternatively, they can also watch the above webinars for self-paced learning.

How can I stay updated on changes to my Orion tech?

We always share important updates with our clients through in-platform alerts. You can also subscribe to receive emails from Orion.

I still have questions. How can I reach you?

We are here to support you each step of the way. If you have a question or need help, please reach out to your service team directly or contact us at: 

Support: 800-379-2513 (press 2) 

Sales: 800-379-2513 (press 1)

Need More Support?

Our team is here to help. Reach out with additional questions or comments.

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