Logging in to your Client Portal

This guide provides step-by-step approach to easily access and navigate your Client portal. Whether you're reviewing past performance or looking for a fee statement, you can use this to visually walk you through the portal and contact your advisor.

Belle Morales
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21 steps
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3 minutes

Orionadvisor

Calendly

Advizr

Navigate to [https://login.orionadvisor.com/login.html](https://login.orionadvisor.com/login.html)

Enter your email in the username

Click continue

Enter your password and click "Log In"

This is your dashboard and your accounts will be listed under "Managed"

To see announcements, market commentary and more, click on the "**Newsfeed**" icon.

To go back to see your accounts, click the "**Personal Finances**" icon

If you have a financial plan with us, you can see it by clicking on the "**Financial Planning**" icon.

To see your monthly or annual tax statements (if you're a Schwab client), Quarterly Statements and more, click "**Document Vault**".

Within the **Document Vault**, you can find *Quarterly Fee Statements* under **Portfolio statements**.

They are listed by year. You can click on the year you are looking for.

You will have 4 statements per year and you can download each to see your billing details.

In the **Dashboard**, you can see a summary by navigating to the box on the top right and using the drop down to select time periods.

To see your **allocation**, click on the tab in the middle of the dashboard.

To see your detailed **performance**, click on the tab in the middle of the dashboard.

To see your **activity**, click on the tab in the middle of the dashboard.

To see your **income**, click on the tab in the middle of the dashboard.

To contact us, click "**Contact my Advisor**" button on the top right.

Click "[Service@WealthAnalytics.com](mailto:Service@WealthAnalytics.com)" to email us.

Click "Schedule an appointment" to book a meeting with us.

You have the option to book a Zoom, in office, or a phone call.