PLATFORM USER GUIDES

Settings & Configuration

• XYIS New Advisor Homepage in Orion
• Reports & Queries in XYIS
• Notifications in XYIS
• Advisor & Tools Dashboards in XYIS
• Resetting a Client's Account
• Adding Clients to the Client Portal

Adding Clients & Opening Accounts

• Your Guide to Opening a New Client Account
• XYIS Client Portal Preview
• XYIS Risk Tolerance Questionnaire
• Sample XYIS Proposal
• Householding in Orion

Contributions & Distributions

• Transferring funds from Betterment
• Completing a 401(k) Rollover
• Firms that Accept Electronic ACATS

Trading

• Viewing Model Assignment & Special Trade Instructions
• XYIS Trading Guidelines and Information
• Introduction to Tax Loss Harvesting

Fees & Billing

• XYIS Billing Process Overview
• Billing Audit Instructions
• Mock Billing and Reporting Process
• Sample Payable Summary
• Example Client Facing Quarterly Reports
• Upload reports and invoices to the Client Portal

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Requesting Service Items with XYIS

• Model Assignment & Trade Authorization Form Explained
• How to Submit an ACAT Request
• Bank Transfer Request Instructions

Working with TD Ameritrade

• TD Deadlines for 2020 Year End
• Using Veo to move money out of your sundry account
• How to upgrade to Veo One
• EFT vs IRA Distribution vs Move Money Forms
• Changing a client's address at TDAI
• Cheat Sheet - finding commonly used areas of Veo

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