Orion Onboarding

Please complete the information below to kick-off your Orion onboarding. After submitting this data, watch for an email to sign the affiliate agreement required by Orion and the XYIS non-disclosure agreement.

First Name*

Last Name*

Firm Name*

Please include your primary name as listed on your ADV plus any DBA's.

Firm CRD Number*

If you're still launching, hold off on completing this form until you have a CRD number. Orion will only start a new database for you once they can validate your CRD number.

Email*

For the primary contact.

Phone*

Street Address*

City*

State*

Zip Code*

Onboarding Type*

(Select One)

Your Firm's Launch Date*

What date was your registration approved?

Month/Day/Year

No. of Accounts*

How many accounts (IRAs, Brokerages, etc) will we see in your initial download from the custodian?

Your Custodians*

Fidelity

Interactive Brokers

Pershing

Schwab

SEI

Add-ons

ASTRO ($50/account and $1,000/min)

ByAllAccounts ($80/account/yr)

Eclipse ($1,500 Setup & $2,000/yr)

HiddenLevers ($200/User/Mo.)

Options Trading ($9,000/yr)

Orion Planning (Free)

Additional Data Sources to Include

529 Providers

Annuity Providers

TIAA-CREF

Source for Historical Data

Backup from another platform

Copy from another Orion Database

Custodian

No historical data

Check this attestation to acknowledge that you're ready to onboard. Live databases moving under XY will be provided a termination and transfer date, subject to Orion's approval. The first 30 days after this form submission are free for new databases only. Invoices are calculated quarterly and in arrears, payable at the next quarter-end. Pricing is available on our website under the "Orion Essentials" heading.

Attestation*