Client Login

Your accounts
all in one place

Stay connected to your plan with digital tools built around your accounts.

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Start with your client portal

We created this page to make it easy to find the information that matters most to you. Whether you want to check on your accounts, find a document from your last review meeting, or see where your plan stands, the links below will take you there. With these portals at your fingertips, you’ll have a clear view of your plan and a better understanding of where you stand. And if you ever have a question, your Krilogy team is here to help.

Krilogy Client Portal

This portal is your Orion Portal login where you’ll find:

  • Performance reports
  • Billing statement (if requested)
  • Document Vault: Secure file sharing between you and your advisor

Krilogy Tax Portal

Krilogy Tax Services clients can access tax-related information:

  • TaxDome: Secure file sharing between you and your Krilogy Tax professional
  • View past years’ tax returns
  • Electronically sign tax documents
  • Complete tax organizers
  • Receive important tax updates

Schwab

Access your accounts directly on Schwab’s website:

  • View account balances and transactions
  • Manage money movements
  • Access documents related to your account, and more

Fidelity

Access your accounts directly on Fidelity’s website:

  • View account balances and transactions
  • Manage money movements
  • Access documents related to your account, and more