Advisor Portal Checklist "*" indicates required fields Your Name Your Email Firm Name Please list any other Firm Admins: Re-order Name Email Role Weight Operations Name Email Role Item weight Add more items more items How does your firm manage models? Advisor Directed Models Model Marketplace UMA’s or Sleeve Strategies Do you bill with Orion? Yes No Which custodians will you be opening accounts with? TD Ameritrade Fidelity Pershing Schwab Other… Please indicate other custodians your firm utilizes Please confirm which trading platform you use. TOM Eclipse (either onboarding or currently using) Other... What platform do you use? Does your firm have its own DocuSign (Enterprise Pro) license? Yes No If utilizing Orion Planning, have you completed training? Yes No Privacy Policy
