New Data Feed Setup Instructions (New Rep Code)

Click here to request a new data feed from your existing custodian OR a new data feed from a new custodian.

NOTE: New data feeds from your custodians take approximately 2 weeks to setup in most cases.

Visit our setup form for instructions for the custodians shown below, but If your custodian is not on this list, please contact us at orion@xyinvestmentsolutions.com.

Common Custodians:

• Schwab
• My529 (formerly Utah 529)
• Pershing
• Fidelity
• Jefferson National
• TIAA-CREF
• SEI
• Ascensus College Savings / Quickview 529