Trading Survey Current Step 1 Step 2 Step 3 Preview Complete "*" indicates required fields Your Name First Last Email What is your firm's name? Who are the main trading contacts for your firm? These will be the people we reach out to in order to coordinate your online training and arrange your trading consultation calls. Re-order Name Phone Number Email Weight Operations Name Phone Number Email Item weight Add more items more items Which individuals within your firm need full trading permissions? Provide the following information: 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. Re-order Name Login Advisor Level or Rep Level login? Weight Operations Name Login Advisor Level or Rep Level login? Item weight Add more items more items What is your desired time frame for trading live with Orion? How soon would you like to be trading? 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. - Select -Within two weeksWithin one monthWithin three monthsNot sure – we will contact you when we are ready to begin 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. 8:00 am CST 9:00 am CST 10:00 am CST 3:00 pm CST 4:00 pm CST All of the above Morning Preferred Afternoon Preferred Privacy Policy
