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  1. XY Investment Solutions
  2. FAQs
  3. Fees & Billing

Articles in this section

  • What am I responsible for as an advisor or firm with respect to billing?
  • When do I get paid?
  • Can I review my clients invoices?
  • How much does XYIS cost?
  • What are the trade fees at TD?
  • Can I exclude cash from my billing?
  • What are the different billing styles available?
  • Are TD or DFA trade fees included in the XYIS fee?

Can I exclude cash from my billing?

  • March 03, 2020 23:35
  • Updated

No, all assets including cash are used in calculating client bills.

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