LifePlan Connect User Guide

Please find frequently asked questions regarding your LifePlan Connect website below. If you have any additional questions or need help, don't hesitate to call out office, 919-858-6119, we'd be glad to help!

Click here to Access LifePlan Connect

 

Common Questions:

How do I add financial accounts to my website?

How do I learn more about the security features of the website?

How do I troubleshoot an account that isn't updating?

How do I reset my password?

How do I upload a document to my vault?

How do I access performance reporting for my TCA by E*Trade accounts?

You can view peroformance by logging in directly to their custodial website by clicking here.

How do I access performance reporting for my TD Ameritrade accounts?

Once logged into to LifePlan Connect, you'll notice an icon in the menu bar that provides direct access to the performance reporting software.

The first time you click on this icon, you'll be prompted to enter your Orion username and password before clicking connect. Our office has provided you a temporary password for you to set up your account. Please let us know if you need this information again.

 

Once you are connected, the performance reporting website will open in a new tab in your browser.

The portfolio view is the default overview to access your holdings, performance, and activity. The documents tab will allow you to view custodial statements and run customized reports.

If you have any question, please let us know!