NEW ADVISORS

GETTING STARTED

• Onboarding with Schwab
• Guide: Onboarding to XYIS
• Contact & Website Quick Reference
• DFA Approval (For use of XYIS models with DFA funds)

TRAINING

• Introduction to Orion: Portfolio Audit
• Introduction to Orion: Dashboard
• Introduction to Orion (Applications and Core Apps)
• Advisor Training: Introduction to Orion
• XYIS Training Call