Client Center
INVESTMENT PORTAL
Access your investment accounts through our integration with Orion Advisors.
Orion provides you secure, real-time access to your managed accounts, all presented in a user-friendly dashboard that brings your entire investment picture into one convenient view.
FINANCIAL PLANNING PORTAL
Access your personal financial planning portal through our integration with eMoney.
eMoney is an advanced financial planning platform that integrates real-time data aggregation and interactive planning tools, providing a complete, dynamic view of your financial life to support informed decision-making and long-term success.
CUSTODIAN PORTAL
Access your investment accounts held directly at Charles Schwab and LPL Financial.
We partner with Charles Schwab and LPL Financial to securely hold your investment assets, facilitate transactions, and provide account reporting and regulatory compliance.
Orion Advisors, eMoney Advisor, Charles Schwab and LPL Financial are separate, independent entities from Intrua Financial.