Jan 14, 2022 New Client Portal Experience
We are excited to announce that we will be upgrading your financial portal to provide a more consolidated and seamless experience.
Here’s what you can expect:
1. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to provide you with a sleek, modern experience.
2. All Your Data: Connect all your financial accounts, including outside accounts not managed by us, to see your entire financial picture. Keep up to date views on assets as well as income. Securely store and share documents. Any data and documents you may have entered or accessed in your existing financial portal will still be available once we upgrade.
3. The Same Credentials: Your login credentials, as well as the link you use to access your portal, will remain the same.
Here is a quick video tutorial:
Click here to view the fact sheet: New Orion Client Portal Fact Sheet
Keep your eyes open for the exact date of the upgrade.
Your feedback is important to us. Please contact Gunnar if you have any questions. firstname.lastname@example.org or 509-972-3686
Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
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