Trading Survey

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Your Name
These will be the people we reach out to in order to coordinate your online training and arrange your trading consultation calls.
Name Phone Number Weight
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We will enable full trading rights for the logins you list, so this is a complete list of people who will be users of the Orion trading platform.
Name Advisor Level or Rep Level login? Weight
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Select one option – we will contact you approximately two weeks in advance of the time frame you choose in order to allow you sufficient time to complete the online training videos.
What times are your trading personnel available to do trading consultation calls following the online training? Check all that apply:
The trading team is available to schedule training calls between 8 and 11 am or 3 to 5 pm, Central time.