Will I be able to display TD statements and tax documents in the client portal? Connor Cavigli March 03, 2020 23:40 Updated Follow Yes you will! Orion will publish TD statements to your client portal each quarter and tax documents on an annual basis. Related articles Example Custodian Transition Letters Does XYIS offer a secure way to share files with clients? How do I delete a client from my platform? 2018 Fund Distribution & Capital Gains Estimates Model Portfolio Overviews Comments 0 comments Please sign in to leave a comment.