Through this app clients and advisors can gain access to your account balances and reports held at Orion Portfolio Solutions.

What’s New

Version 4.1.1

Updated Name and Logos

Ratings and Reviews

2.0 out of 5
15 Ratings

15 Ratings

Vanlex20 ,

This app NEVER works

This is very very unbelievable - multi million dollar firm that can’t get an app to work. I’m considering closing my account. If they can’t manage an app or have the right people to correct a problem that’s existed for well over a year, how can we rely on them not dropping the ball on the money management aspect of their business as well.

Steveho1572 ,

Works great!

I was quickly able to login and all my accounts are there with correct information. I like how this app breaks down the investments by the mandates/strategist rather than the way TD Ameritrade just shows a ton of ticker symbols. I think this is more streamlined.

Roverjeep ,

Crashes with new iOS

Ever since I updated to the latest iOS, the app won’t open...before then, it worked fine.

App Privacy

The developer, Orion Portfolio Solutions, LLC, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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