Watercolor painting of Mac and Ellie Harper, Cass's great niece and nephew

Hello Megan,

Do you ever wish you had access to a website that would allow you to see the performance of your Watercolor Financial accounts, view billing statements, view your retirement planning data and securely store files?

Good news, you do! Watercolor Financial provides all clients with a client portal through Orion. From our website you can access both your Orion portal and the login page for your Fidelity accounts.

If you have never accessed your Orion portal, or haven’t in a while, you may need some guidance to get into the site. Cass Grange is in the process of reaching out to clients who have not recently logged into their portal. You can wait until you hear from her, you can click here to schedule time with Cass, or you can click through to the Orion portal and select “Forgot password?” after entering your email address.

We recommend accessing your portal quarterly to review your Performance Statements and Billing Reports.

As always, if you have any questions, please let us know!

Sincerely,

Cass, Bleckley and Megan

Q4 2023: Quarterly Market Guide

Please review this quarter's market guide by clicking here. We encourage all of our clients to review this straight-forward, easy-to-understand guide.

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