Discover Your Online Financial Portal
The Kelly Financial Group online Client Portal equips you with the tools you need to examine, analyze and help you manage your financial life—from any device.
View Your Full Financial Picture
• We connect your KFG financial accounts for
automatic updates.
• View and update your financial goals.
• Track investment performance in real time.
• Monitor your net worth.
Stay Up to Date and Informed
• View key reports on demand.
• Use “what-if” scenarios to see how various
decisions may affect your plan.
• View and update your risk tolerance capacity.
• Explore your financial goals.
Collaborate with Our Team
• Web chat or screen share with our team
directly through your portal for a guided tour.
• Email and text communications about events
like trades and distributions.
• Securely store and share both personal and
financial documents in the document vault.
• Stay on track and organized
Keep your important documents secure in your online Document Vault.
*Charts and Graphs are for illustrative purposes only. This does not reflect the performance of any specific investment
Stay connected with our team, and enjoy your new portal from the palm of your hand—wherever you are.
Access your financial portal from your smartphone with the Orion Wealth Management App.
The Overview tab is the landing page for the app and shows an interactive graph of your Portfolio Value versus Net Amount Invested.
-The Accounts section below the graph displays the total value of each category that is a part of your portfolio including Cash, Investments, Credit, and Net Worth.
The Accounts tab provides a breakdown of each account that is linked to the Orion Client Portal. Clicking on an account will show the user the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary for that particular account.
Download the Mobile App on your Android or Apple smartphone for easy on-the-go access.
Search—“Orion Wealth Management Portal.”
Put Your Plans Into Action.
Oversee and update your financial plan, all from the same portal.
To learn more about how Kelly Financial Group can help you, give us a call at 661-273-9005.
