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
ICON Funds account information can be accessed multiple ways:
Investor Type Financial Representatives | Contact Information 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. |