Easily access your accounts or your clients’ accounts online. Simply use the following directory of links and phone numbers to get the information you need.
If you have difficulty finding what you need, we can help. Please call our Client Services Department at 1-800-828-4881 for assistance.
Looking to Open an ICON account?
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. |
ICON Advisers, Inc.
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111