Christopher Voorhees
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Zach Lindgren and
Amy Strickland are now friends 9 years, 6 months ago
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Brad Corrigan posted an update 9 years, 6 months ago
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Thanks for coming down.
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Becca Sarratt and
Justin Nordstrom are now friends 9 years, 6 months ago -
Ray Shirley and
Jace Nelson are now friends 9 years, 6 months ago
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Andrea Gibb started the topic Compliance in the forum Compliance 9 years, 6 months ago
Within Orion Social, there are two different ways that advisors can communicate with each other:
1. Private Message
2. ”Mentioning” another individual in a post within the “My Activity Feed” (similar to Twitter)In either case, when you “mention” someone (i.e. @JohnSmith) or send them a private message, you will receive an email that co…[Read more]
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Becca Sarratt replied to the topic Tech Tip Tuesday! 4/18/17 in the forum Reporting 9 years, 6 months ago
@bretttru-ind-com I’m glad you found this helpful! When you unmanage an account, all the underlying assets are automatically unmanaged even though their Managed checkbox is still checked. The same applies when you unmanage a product. All of the associated assets will be unmanaged even though their Managed checkboxes are still checked. If you…[Read more]
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Melissa McCune and
Benjamin Rawlings are now friends 9 years, 6 months ago
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Brad Corrigan and
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Becca Sarratt and
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Curtis Hicks and
Kayleigh Peterson are now friends 9 years, 6 months ago -
Curtis Hicks and
Danny Brown are now friends 9 years, 6 months ago -
Melissa McCune and
Jared Jollensten are now friends 9 years, 6 months ago
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Becca Sarratt and
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Curtis Hicks and
Michelle Pachunka are now friends 9 years, 6 months ago -
Brad Corrigan and
Jennifer Kunz are now friends 9 years, 6 months ago
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Becca Sarratt and
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Erin Warner joined the group
Market Data 9 years, 6 months ago -
Melissa McCune and
Erin Warner are now friends 9 years, 6 months ago -
Becca Sarratt and
Samantha Brown are now friends 9 years, 6 months ago
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Becca Sarratt replied to the topic Alternatives in the forum Reporting 9 years, 6 months ago
TEST
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