XYIS Billing for your Orion Database

- On the last day of each quarter, XYIS will total each advisor's accounts with a value.  REMEMBER, all accounts with value (positive or negative) will be billed, regardless of whether they have been marked inactive, unmanaged, etc. Accounts with a zero balance on the last day of each quarter are free.

-XYIS will submit an invoice to you via AdvicePay with the due date indicated on the invoice.

-You will log in to AdvicePay and submit payment before the due date.