Training & Resources
Training Materials for Advisors
We’ve created educational and instructional resources especially for advisors. Review on your own time to prepare for the Orion Client Portal transition.
Training Materials for Reps
Are you a rep who is ready for a deep dive into the more powerful Client Portal experience? Take a look at these additional resources and on-demand demos.
Resources for Your Clients
Download and personalize these materials to make your clients aware of the upcoming transition to the Orion Client Portal.
End Client-Facing PortalFact Sheet Template for Clients who Do Not Use the App
Download End Client-Facing Portal Fact Sheet Template for Clients who Do Not Use the App
End Client-Facing PortalFact Sheet Template for Clients who Use the App
Download End Client-Facing Portal Fact Sheet Template for Clients who Use the App
End Client-Facing New Portal Presentation Template
DownloadEnd Client-Facing New Portal Presentation Template
Supporting You Every Step of the Way
Our goal is to provide you with the right amount of training to navigate this change in technology.
Looking for More Personalized Guidance?
We are here to help.
For additional support, please reach out to the Platform Service Team or visit Orion Connect > Support app today!
*Some features of Orion’s tech may not be available for use if not approved for use by your broker-dealer’s home office.
1222-OAT-7/12/2022
For financial professional use only. Not intended for public distribution.