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 is the pricing for XYIS now that Orion is the technology partner?
- What are the trade fees at TD?
- Can I exclude Cash from my billing?
- What are the different billing styles available?
- Are TD or DFA trade fees included in the XYIS fee?