How do I review billing and fee info?

Prior to the end of the billing period, you will receive a mock billing audit.  You will access this via reports in Orion.  This is your opportunity to make any changes or updates to your client's billing specs.  If you have any updates or changes, email support@xyinvestmentsolutions.com.  You will use this same email to approve your billing file once completed. 

Once approved, XYIS will execute your billing within 10 business days after the end of the billing period.  You can review everything in your report batches in Orion.