WHO TO CONTACT
Brian Pierce
Lauren Duncan
(please copy Brian Pierce so everyone is in the loop)
- Paperwork
- Contribution instructions
- Distribution requests
- Scheduling
- Bank information / EFT / Checks
- Statements
- Address changes
CONTACT INFO
Performance Dashboard FAQs
How do I register?
Visit Login.OrionAdvisor.com and click "Create Login."
Who do I contact for other Orion related operational questions?
Lauren will be glad to help you.
Financial Dashboard FAQs
How do I register?
Please email Lauren with a request to gain access.
How do I add or change Financial Dashboard profile information such as income, goals, debt, insurance, and other accounts?
Most of these can be updated on your own through the various tabs and sections. Or, Lauren will be glad to help you.
Investment advisory services offered through Catalyst Wealth Management, LLC. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC located at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Catalyst Wealth Management, LLC is neither an affiliate nor subsidiary of Kalos Capital, Inc. You can check the background of either firm on FINRA's BrokerCheck. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance. © 2016-2018