Advisor Portal Checklist Form Page | Orion

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

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

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