Client Login

We are transitioning to a new, more dynamic online portal that will enhance security and our ability to provide you with the information and functionality that you value. Until our new portal is fully up and running, we will provide access to both our new portal and our legacy portal. If you have any questions or difficulty logging in, please reach out to our team.

Click here to access our new portal. Initially we are only enabling secure file sharing features to exchange digital files between you and our team. Please reach out to us if you have any difficulty logging in or are unsure whether you are set up to access our new portal.

Well-th View Portal

Click here to access our legacy portal and view custodial statements, trade confirmations, and account reporting functions. Secure document sharing through our legacy portal is no longer enabled. Please reach out to us if you are having any difficulty accessing our legacy portal

Orion Performance Portal (Legacy)

Find out how we can help reach your goals no matter where you are along life’s journey.