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  1. XY Investment Solutions
  2. NEW ADVISORS

NEW ADVISORS

GETTING STARTED

  • XYIS ADV and Disclosure Brochures
  • 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
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