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  1. XY Investment Solutions
  2. FAQ

FAQ

Onboarding

  • Can I create a demo household to show clients what the XYIS client portal looks like?
  • 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?
See all 8 articles

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?
See all 8 articles

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?
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