FAQ

XYIS / Orion Transition Questions

• When do I have to stop using RobustWealth?
• Will documents from RobustWealth come over with the transition to Orion?
• What is the pricing for XYIS now that Orion is the technology partner?

Onboarding

• 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

• Can XYIS handle a Roth conversion?
• How do I bring an account to XYIS from the TD retail side?
• 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?
• Do my account numbers change if I move current accounts onto XYIS?
• What account types can I manage on XYIS?

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 do I review billing and fee info?
• What are the trade fees at TD?
• Can I exclude Cash from my billing?

See all 8 articles

Orion Documents & Reports

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

Integrations

• Common Integrations & How to Set Them Up

Other

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