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

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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
• Using Veo to move money out of your sundry account
• Billing Audit Instructions
• Billing and Performance Reporting
• Sample Payable Summary
• Upload reports and invoices to the Client Portal

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