Deliver a More Personalized Client Experience

Access Training

Get ready to engage with your clients in a whole new way

Watch our Client Portal overview video to learn more

Play Webinar
Advisors Navigating each day with ease

New Client Portal on the Way

Building strong connections with your clients is at the heart of your business. The new Orion Portfolio Solutions Client Portal is designed to help you deliver a more connected and customizable experience that allows your clients to connect with every aspect of their financial lives – including financial planning, investment performance, spending and document storage – all in one place.

Effective January 31, Orion’s new Client Portal gives your clients greater access to their full financial picture, providing more transparency and building trust.

Tip: Bookmark this page so you have easy access to all of the details, training and resources you need to navigate your transition from the “Legacy Client (Investor) Portal” to the new Orion Portfolio Solutions Client Portal.


Ready for a deep dive into the new, more powerful Client Portal experience? Watch our on-demand webinar or register for our next live Q&A event.

New Client Portal Demo and Q&A Webinar

31 minutes
Watch the New Client Portal Demo and Q&A On-Demand Webinar Now

New Client Portal
Walkthrough and Q&A Webinar

28 minutes
Watch the New Client Portal
Walkthrough and Q&A Webinar

Training Materials for You

We’ve created educational and instructional resources especially for you. Watch or review on your own time to prepare for the new Orion Portfolio Solutions Client Portal.

New Client Portal Launch Guide IconNew Client Portal
Launch Guide

DownloadNew Client Portal Launch Guide

Online Training Video IconAscent Online
Training Platform

Start Ascent Online Training Platform Courses

Support Guides IconAscent Training
Support Guide

Access Ascent Training Support Guide Now

Support Guides IconNew Client Portal
Navigation Comparison

Access New Client Portal Navigation Comparison Now

Support Guides IconOrion’s Knowledge

Access Orion’s Knowledge Library Now

Support Guides IconOrion Planning

Access Orion Planning Training Now

Support Guides IconClient Experience

Access Client Experience Training Now

Resources for Your Clients

Download and personalize these materials to make your clients aware of the upcoming transition to the new Orion Portfolio Solutions Client Portal.

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 your Service Team 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.

For financial professional use only. Not intended for public distribution.