FAQ

Onboarding

• Can I create a demo household to show clients what the XYIS client portal looks like?
• How do I sign up for Orion's Ascent training?
• My ADV might not have the right language for XYIS...do I get help with those changes?
• How do I activate my TD DocuSign account?
• Can I manage assets at TD outside of XYIS?

Account Opening

• Adding a New Client - Step by Step Instructions
• Can a non-US citizen open an account on XYIS?
• Can XYIS handle a Roth conversion?
• How do I bring an account to XYIS that is already at TD?
• I opened an account on my individual rep code. How do I get that account onto XYIS?
• What account types can I open using XYIS?

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ACAT Transfers

• Example one-and-the-same letter
• Can I transfer assets in-kind?
• Can I transfer in assets via ACAT?
• How do I initiate a TSP rollover?

Trading

• Cash Management in a Client's Account

Fees & Billing

• What am I responsible for as an advisor or firm with respect to billing?
• When do I get paid?
• Can I review my clients invoices?
• How much does XYIS cost?
• What are the trade fees at TD?
• Can I exclude cash from my billing?

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Orion Documents & Reports

• Reports in Orion
• Does XYIS offer a secure way to share files with clients?

Integrations

• How do I set up the Orion / Riskalyze integration?
• Common Integrations & How to Set Them Up

Other

• How do I change my password?
• Will I be able to display TD statements and tax documents in the client portal?
• Example Custodian Transition Letters
• How do I delete a client from my platform?