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Frequently Asked Questions

  • How do trade corrections work?
  • Example Custodian Transition Letters
  • How much does XYIS cost?
  • How do I initiate a Thrift Savings Plan (TSP) rollover?
  • How do I pull a trade blotter in Orion?
  • My ADV might not have the right language for XYIS...do I get help with those changes?
  • Common Integrations & How to Set Them Up
  • What are the different billing styles available?
  • Will I be able to display custodial statements and tax documents in the client portal?
  • Example Client Facing Quarterly Reports
  • Does XYIS offer any type of account aggregation options?
  • Can XYIS manage Schwab Charitable Accounts?
  • Are trade fees included in the XYIS fee?
  • How do I review billing and fee info?
  • What am I responsible for as an advisor or firm with respect to billing?
  • How do I set up the Orion / Riskalyze integration?
  • Can I transfer in assets via ACAT?
  • Can I manage assets outside of XYIS?
  • What are the trade fees at Schwab?
  • Can I review my clients invoices?
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Categories

  • Adding Clients & Opening Accounts
  • Contributions & Distributions
  • Fees & Billing
  • Frequently Asked Questions
  • Orion Login
  • Trading
  • Working with Charles Schwab
  • XYIS Training Videos
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