Orion Strategist Onboarding

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One file only.
64 MB limit.
Allowed types: xls, xlsx.
Please download and complete the model onboarding form and reattach.

Required if Strategist is new to Orion or a new tile is being created.

Please provide a list of users who should have access to manage your strategist tile, including model allocation updates, reporting and uploading marketing materials. Download the user onboarding form here in XLS format. 


One file only.
64 MB limit.
Allowed types: xls, xlsx.
Please attach historical performance for each model, monthly, gross, since inception, in excel format. Required for model risk scoring.
One file only.
64 MB limit.
Allowed types: csv, xls, xlsx.

Reach out to strategistops@orion.com with any questions.

Accounting Notice

In order to receive an ACH of our model fees from Orion, we must email the completed ACH form, a W-9 and a voided check to vendormaintenance@orion.com or by fax to 402-431-4441. 
Our firm will receive invoices from Orion for onboarding fees and quarterly model maintenance fees as outlined in our agreement. These invoices will be accessible via an Invoice App which requires a username to be created. Please provide the name(s) and email address(es) for individuals at your firm that should receive these invoices:
more items

Reach out to modelmarketplaceaccounting@orion.com with any questions on invoicing and fees.