Portfolio Solutions (ITAP’s and SBIP’s)
Click on the following links to directly access account information.
|Equity Advisor Solutions (Orion) - Client Access||Use your or your 6 digit account number as the “User Name.” Use your Social Security Number without dashes as the initial password. You will be prompted to Change the password.|
|Equity Advisor Solutions (Orion) - Representative Access||Sign in with the ICON assigned user name and password.|
ICON Funds account information can be accessed multiple ways:
Click here or contact Ultimus Fund Solutions at 1-800-764-0042 for assistance.
|Direct Shareholders||Click here to access your account online or call ICON Funds Automated Telephone Service at 1-800-764-0042.|
|Clients with a financial adviser or broker/dealer||Contact your adviser or broker/dealer directly for access to your account data.|