Can I manage assets at TD outside of XYIS?

The short answer is yes, you can! 

We understand that XYIS may not be the right solution for all of your clients. If you do need to manage any clients' accounts at TD outside of XYIS, simply keep those accounts on your individual rep code. We will only manage and bill on accounts on your shared rep code with us so anything at TD kept separate from that code will be yours to manage! 

Don't love the idea of paying to manage your personal accounts? Not to worry, XYIS will discount you and your immediate family accounts and bill them at a flat 10 bps regardless of the account value. The key here is that all accounts must be within the same household in Orion.