Will I be able to display custodial statements and tax documents in the client portal? January 27, 2023 19:58 Updated Yes you will! Orion will publish 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? 2021 Q4 Investment Commentary Advisor Training: Introduction to Orion Model Portfolio Overviews