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?