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  1. XY Investment Solutions
  2. PLATFORM USER GUIDES

PLATFORM USER GUIDES

XYIS Training Videos

  • The Orion Dashboard
  • Reports & Queries in XYIS
  • Resetting a Client's Account
  • Manage Users: The Orion Client Portal
  • Householding in Orion

Orion Login

  • Orion: Launch Login

Requesting Service Items with XYIS

  • Model Assignment & Trade Authorization Form Explained
  • Bank Transfer Request Instructions

Adding Clients & Opening Accounts

  • Open an account in Advisor Portal
  • A refresh for the RTQ in Advisor Portal!
  • Advisor Portal - FAQ
  • XYIS Client Portal Preview
  • XYIS Risk Tolerance Questionnaire
  • Sample XYIS Proposal

Working with Charles Schwab

  • Charles Schwab - How to work with alerts
  • Charles Schwab Holiday Calendar
  • Charles Schwab - Technical Support Information
  • Charles Schwab - RMD Calculators
  • Charles Schwab - How to Deposit Checks
  • Charles Schwab - How to access the Trade Blotter
See all 7 articles

Working with TD Ameritrade

  • Changing a client's address at TDAI
  • Cheat Sheet - finding commonly used areas of Veo
  • Giving a client access to TD's client platform on advisorclient.com
  • TD Ameritrade - How to Access Trade Blotter?

Contributions & Distributions

  • Transferring funds from Betterment
  • Completing a Rollover from a Retirement Plan
  • Firms that Accept Electronic ACATS

Trading

  • Viewing Model Assignment & Special Trade Instructions
  • Using Tax-Loss Harvesting

Fees & Billing

  • XYIS Billing Process Overview
  • Billing Audit Instructions
  • Billing and Performance Reporting
  • Sample Payable Summary
  • Upload reports and invoices to the Client Portal
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