Onboarding Video Walk Thru

Welcome to onboarding! Below is a list of videos designed to assist you with your onboarding to Orion and provide insights into timelines and expectations throughout the process. We recommend starting with the first video, which offers a high-level overview, and then selecting the scenario that best fits your onboarding needs.

No History Conversion

Database Copy Over

History Conversion From the Custodian

History Conversion From Another Provider

Questions? Contact orion@xyinvestmentsolutions.com for help at anytime!