Online Access Instructions
New Users for Online Access - Please Read!
You have the ability to access your accounts with Heritage in two ways. The data is the same but presented in a slightly different format.
- We recommend that you set up a login to both Schwab and Orion. Additionally, we do recommend the Orion site and Mobile App for daily access. This gives you a cleaner experience and allows us to consolidate all accounts under one "Household" for easier consolidated viewing and family totals.
- Please note that each family needs only one Orion login per family and you should see all accounts. You may share this login on different devices. Click below for detailed instructions on how to login to Orion for the first time. To access Orion click the link below.
- Schwab requires that each individual have their own login. For example, a husband and wife will have two logins to Schwab and will only be able to see their own accounts at one time. You will need to log out and back in to see the different accounts, making the Schwab website more difficult to navigate. It is important that all individuals create a login with Schwab. If you do not create a login on the Scwhab site, all statements will reset to paper after a period of time. Each client will need an account number as part of the registration process. You will get this on your statement or as part of the initial paperwork mailed by Schwab. If you do not know any of your account numbers, please reach out to your advisor for assistance. To access Schwab, click the link below.
