Manager Onboarding

Orion vault creation is permissioned. Portfolio managers must complete onboarding before they can create and manage vaults. User investing remains open unless otherwise noted in the app.

Who should onboard?

• Professional portfolio managers and teams
• Independent managers who intend to create and operate vaults

Onboarding steps

1. Request access

   • Contact the Orion team to start onboarding. Provide a brief description of your strategy focus and operational setup.

2. Organization verification (KYB/KYC)

   • Complete standard compliance checks for your organization and authorized signers.

3. Wallet verification

   • Share the onchain addresses you will use for vault administration.
   • Orion will verify control and associate them with your organization.

4. Role assignment and whitelisting

   • Your approved addresses are granted manager/portfolio manager permissions required to deploy and manage vaults.

5. Sandbox access (optional but recommended)

   • Test your flows on a supported test network using the app or SDK prior to mainnet deployment.

6. Production enablement

   • After validation, your addresses are enabled to create vaults in production.

Creating a vault after onboarding

Once approved and whitelisted, you can create vaults via:

• App: Use the “Create Vault” flow in the Orion app once your wallet is connected.
• SDK: Programmatically configure and deploy vaults using the Orion SDK.

You will be able to configure:

• Vault type: transparent or private
• Assets and allocation logic
• Performance and management fees

Updating approved addresses

• To add or remove manager addresses, submit a request to the Orion team. Changes will be applied after verification.

Support

• For onboarding or operational questions, reach out to the Orion team through official channels.