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This page will provide you with options for resetting access and will generate the appropriate email to reset your account access credentials. If you are not able to access the link and complete your setup process within 7 days of the notice, please contact your advisor to request a new email and link be sent to you.WHAT IF I FORGET MY USERNAME AND/OR PASSWORD?You can reset your account access credentials by clicking the “Trouble Logging In?” link on the account login page. The email will be sent from so please make sure to check your junk or spam folder if you do not see the email notice in your inbox. For security purposes, the link will expire after 7 days. To access your account information online, you’ll need to complete a brief registration process.To begin, enter the information below to help us verify your identity.HOW WILL I BE NOTIFIED THAT I HAVE ACCESS TO MY NEW ORION ACCOUNT PORTAL?You will receive an email that includes your username and a link to complete your setup process.

If new accounts have been opened since the portfolio was created, it is possible that they were not included when the portal user was created. Please contact your advisor if you wish to set up access for other members of your household.WHY CAN’T I SEE ALL MY ACCOUNTS IN ORION ACCOUNT PORTAL?Accounts are assigned to each portal user based on the accounts in a portfolio. Each user can have access to the entire household, or specified accounts. We can create as many users as you wish with unique user IDs.