Orion Portfolio Solutions

The technology and support behind your Northstar experience

Why we Work With Orion

Orion provides investment strategies, portfolio-management technology, financial-planning tools, and specialized support to help us build and monitor portfolios around your financial plan. Watch this video to learn how Orion helps us serve you and the fees it charges.

Investing Portal

Securely review the investment accounts we manage for you, including account values, performance, holdings, transactions, and reports. Watch the portal tour, then use the link below to log in or register.

Investing Portal

Mobile App

The Orion mobile app gives you convenient, secure access to the Investing Portal from your phone or tablet. Review account values, performance, holdings, transactions, reports, and documents wherever you are.

Planning Portal

Explore the financial plan we build together, including your financial information and Bucket Plan. Watch the portal tour, call us to register for access, or use the link below if you are already registered.

Planning Portal

“May the God of hope fill you with all joy and peace as you trust in him, so that you may overflow with hope by the power of the Holy Spirit.”

Romans 15:13

Wish to learn more?

Orion Website