Credit Request Submission Form

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Comments

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Firm Name*

Contact Name*

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Contact Email*

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Contact Phone Number*

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Area of concern*

Reporting

Billing

Client Experience

Trading

Compliance

Business Intelligence

Marketing

Data Services

Financial Planning

Who are the specific individuals you have worked with on this team?*

Full Name

Please provide a brief description of your concern.*

Does your concern pertain to employee error?*

Yes

If so, how?*

Does your concern pertain to an insufficient Orion procedure?*

Yes

If so, how?*

Does your concern pertain to a system limitation?*

Yes

If so, how?*

Can you provide specific case numbers pertaining to your grievance?*

Do you feel as though resolution is in progress?*

What could Orion have done differently to mitigate your concern?*

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