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Orion · orion.com · Portfolio management

Orion’s legal terms, tracked since March 2026.

Orion’s public privacy policy, terms and AI terms, with every notable change in plain English and what the current documents say about client data.

At a glance
Documents monitored10
Last notable changeNone foundsince monitoring began in March 2026
Notable changesNone in 7 monthstypical vendor on these pages: 2 in 7 months
Updates detected since March 20262including formatting and page changes
Sub-documents identified so far5linked from Orion’s own documents
MonitoringActivesince Mar 13, 2026
Public page updated monthly · Last updated October 8, 2026 · Next update November 1, 2026Legal Sentinel tracks these documents continuously. See it in a demo
What RIAs should know

No notable changes to Orion’s monitored terms since March 2026.

We monitor ten of Orion’s public documents, including its Privacy Policy, Terms & Conditions, Third Party Data Terms and Conditions, and Large Language Model Terms and Conditions.

Since monitoring began in March 2026, we have found no notable change to these documents. The two updates detected were minor, such as formatting.

Orion’s Privacy Policy says it does not share its user lists or the identity of its customers or users with third parties without consent, except as permitted by law.

What the terms say

What Orion’s documents say about client data.

Quoted from the current version of each document. The right-hand column shows how many of the 75 vendors we monitor have a matching clause.

Sharing data with third parties

Addressed

“We do not share our user lists or the identity of our customers or users to third parties without your consent or except as permitted by applicable law.”

Privacy Policy · as of Oct 8, 2026 · view source
92%
of monitored vendors (69 of 75)
Change history

What changed, and when.

Notable changes since monitoring began in March 2026, newest first. Each is written from our automated comparison of the before and after versions, then reviewed by a person.

We haven’t found a notable change to Orion’s monitored documents since monitoring began in March 2026. 2 other updates were detected, such as formatting, page layout and wording changes.

Documents monitored

10 Orion documents.

Sub-documents are other Orion documents that its policies link to, such as addenda and product terms. We list the ones identified so far; there may be others.

DocumentFirst capturedLast changed
Privacy Policyorion.com/privacyMar 13, 2026No change detected
Privacy Policyorion.com/download/privacy-policyAug 3, 2026No change detected
Terms & Conditionsorion.com/terms-conditionsMar 13, 2026No change detected
Third Party Data Terms and Conditionsorion.com/download/third-party-data-terms-and-conditionsAug 9, 2026No change detected
Legal & Complianceorion.com/legal-compliance
Links to 3 sub-documents identified so far
Mar 13, 2026Aug 3, 2026
Large Language Model Terms and Conditionsorion.com/download/orion-compareAug 10, 2026No change detected
Cookie Policyorion.com/cookie-policy
Links to 1 sub-document identified so far
Mar 13, 2026No change detected
SEC-Required Order Routing Report — 4Q25 (XML)orion.com/sites/default/files/2026-01/mega_bvd.xmlAug 3, 2026No change detected
Conversion Proceduresorion.com/download/conversion-procedures
Links to 1 sub-document identified so far
Aug 10, 2026No change detected
Fee Referenceorion.com/wealth-management/fee-referenceJul 1, 2026Aug 14, 2026
Questions

Orion terms: common questions.

When did Orion last change its terms?

We haven’t found a notable change to Orion’s monitored documents since monitoring began in March 2026. The updates detected were minor, such as formatting.

Does Orion share user information with third parties?

Orion’s Privacy Policy says it does not share its user lists or the identity of its customers or users with third parties without consent, or except as permitted by applicable law.

Does Orion have separate terms for AI features?

Yes. Orion publishes Large Language Model Terms and Conditions, which we monitor alongside its Privacy Policy and Terms & Conditions.

Scope and limitations. This page describes what Orion’s public documents say as of the dates shown. We monitor the documents listed above; we don’t verify how Orion operates in practice, test its security controls or confirm regulatory compliance. It isn’t legal advice, and it doesn’t cover negotiated agreements or order forms. Request a correction · No vendor pays to be listed.