Will I be able to display TD statements and tax documents in the client portal? March 03, 2020 23:40 Updated 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 How do I delete a client from my platform? Does XYIS offer a secure way to share files with clients? 2021 Q4 Investment Commentary Model Portfolio Overviews