PLATFORM USER GUIDES

Settings & Configuration

• Resetting a Client's Account
• Adding Clients to the Client Portal
• Summary of Orion Apps Available in XYIS

Adding Clients & Opening Accounts

• XYIS Risk Tolerance Questionnaire
• Sample XYIS Proposal
• Householding in Orion
• Adding or Updating the Advisor Code on a TDAI Account

Contributions & Distributions

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

Trading

• XYIS Trading Guidlines and Information

Fees & Billing

• XYIS Billing Process Overview
• Billing Audit Instructions
• Mock Billing and Reporting Process
• Sample Mock Bills
• Upload reports and invoices to the Client Portal
• Pricing Options