Access the tools you need to manage your wealth and collaborate with your advisor.

What’s New

Version 5.1.0

- 2FA support for Advisor users that log in with Orion credentials.
- Allocation and Positions details for Managed Accounts.
- Investment Transaction details for Managed Accounts.
- Transactions details for Aggregated accounts (linked with Plaid/Quovo)

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

App Privacy

The developer, Orion Advisor Services, LLC., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More


  • Family Sharing

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

You May Also Like