PLATFORM USER GUIDES

Orion Login

• Orion: Launch Login

XYIS Training Videos

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

Adding Clients & Opening Accounts

• XYIS Client Portal Preview
• XYIS Risk Tolerance Questionnaire
• Sample XYIS Proposal

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
• 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
• Example Client Facing Quarterly Reports

See all 8 articles

Requesting Service Items with XYIS

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

Working with TD Ameritrade

• Changing a client's address at TDAI
• Cheat Sheet - finding commonly used areas of Veo
• Recommended Veo Training
• TD Ameritrade - How to Access Trade Blotter?