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Quarterly Statements Receive Additional Enhancements

We are excited to announce continued improvements to our Quarterly Client Statements, effective January 2020.

Notable changes include:

  • Statements will now be oriented in landscape
  • The Portfolio Returns chart has been reduced to 3 benchmarks for improved readability
  • The Gain/Loss line item in the Household Overview section has been renamed Market Change for increased clarity
  • Account numbers have been added to the Account Review pages for increased clarity
  • Account Review information has been re-organized for a better user experience
  • The Performance Since Inception chart has been removed from Account Review sections to reduce redundancy (also represented in the Household Overview chart)
  • A Holdings Detail section has been added for employer sponsored plan accounts (held at TDA Trust) to improve transparency
  • A Transactions section has been added to improve transparency
  • The Privacy Policy has been removed

Click here to see a sample of the redesigned statement.

If you have any questions, please contact your Orion Portfolio Solutions Regional Service Team at 800-379-2513, option 2.

For professional use only. Not intended for public distribution.

0042-OPS-1/7/2020