Orizon Wealth Management

The Orizon Wealth Management mobile app gives authorized clients a simple, elegant way to view their financial picture in one place.

Designed for the Orizon client experience, this app provides convenient access to the information that matters most — so you can stay connected to your wealth wherever you are.

With the app, clients can:

• View account balances, holdings, and portfolio information
• Monitor performance and overall household wealth
• See linked outside accounts for a broader financial view
• Review transactions and account activity
• Access important documents and reports

Access Requirements: This app is available exclusively to authorized Orizon Wealth Management clients. Initial access is granted through an invitation email sent by your advisor. After enrollment is complete, you can sign in with your authorized credentials. For assistance with access, please contact your Orizon advisor.