Your account, always within reach.
Log in to view statements, track performance, and stay current on your account, anytime, from anywhere, through your secure Orion client portal.
You’ll be securely redirected to Orion Advisor Technology, our custodian’s client portal.
We’re Here to Help
If this is your first visit to the portal, or you can’t find your login credentials, don’t worry. Reach out and we’ll get you set up the same day. If you’re having trouble logging in, we’ll walk you through it over the phone.
Contact Our Team →Need Access
New to the portal? We'll send your secure login credentials the same day.
Trouble Logging In
Reach out by phone or email and we'll help you regain access right away.
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Not Yet a Client?
If you’re exploring whether Stars and Sand Financial is the right fit for your family, we’d welcome a conversation. Meet Matt Daugavietis and Matt Beaver, or see how our Comprehensive Financial Planning process works.
Schedule Your Discovery MeetingComplimentary · No obligation · No sales pressure