Online Access to Orion/ Charles Schwab Accounts
For your Orion/Schwab account, you will receive communications from Orion and Charles Schwab.
Schwab is the custodian company for Orion. You can access the same account information & documents on both the Schwab Alliance Client Portal and the Orion Client Portal; only the statements will be different.
To enroll in Paperless eDelivery for your account documents, you must update your preferences with both Schwab and Orion.
Schwab sends you Monthly Individual Statements - To access your Monthly Individual Statements and edit your eDelivery preferences, register for the Schwab Alliance Client Portal below.
Orion sends you Quarterly Household Statements - To access your Quarterly Household Statements register for the Orion Portfolio Solutions Client Portal. To edit your eDelivery preferences for your for these account documents, simply notify your advisor and we will update it for you.
Schwab Alliance Registration & eDelivery
Click the button below to register for Schwab Alliance. Click New User? Use the information associated with your account to create a login. It will prompt you to enroll in paperless eDelivery for your Monthly Individual Statements, after your login is created.
Click Here for Registration & eDelivery Instructions
If you need assistance, please contact the Schwab Alliance Team 1-800-515-2157
If you've forgotten your Login ID or password, you can reset it on the Schwab Alliance client portal login page.
Orion Portfolio Solutions Registration & eDelivery
Click the button below to create a login for the Orion Client Portal for an overview of your Orion accounts and to access your Quarterly Household Statements.
To go paperless on your Quarterly Household Statements for your Orion account, you must register for online access through the Schwab website first– In addition, let your advisor know you want to go paperless, and we will update your paper delivery preferences.
Click Here for Registration Instructions
For assistance, please contact Orion Portfolio Solutions 1-800-379-2513 Option 2
If you've forgotten your Login ID or password, you can reset it on the Orion client portal login page.