Reporting Questionnaire "*" indicates required fields Firm Name Your Email Main Reporting Contact at your Firm First Last Other contacts to be included with Reporting Onboarding/Training Are you submitting report examples to be recreated in the Orion system? Yes No As part of your Reporting Onboarding, we encourage you to provide a list of reports you require. Our team will carefully assess and determine the extent to which we can assist. To ensure we allocate resources effectively, we kindly request that you prioritize your most critical report. Any additional reports beyond this limit will be addressed by the general service Reporting team outside of Onboarding. Please provide the name of the additional reports you would like to have recreated as part of Onboarding. Basic Reporting Information Monthly/Quarterly Statement Format Portrait Landscape Statement Run Frequency Monthly Quarterly Semiannually Annually Print Method Website post only Website post/eStatement notification Utilize Orion's Print Vendor Advisor prints in house Are you interested in learning more about utilizing Orion’s print vendor for your statements? Yes No If one of your custodians is Schwab, would you be interested in the option to post custodial statements to the Client Portal? Yes No N/A Do you have report disclaimer verbiage that you want included on all reports? Yes No Report Disclosure Verbiage Privacy Policy
