TD Ameritrade & Orion
Offering investment management services is critical to helping your clients with their complete financial picture, but options for start-up RIA’s are limited. Leverage our relationships with TD Ameritrade and Orion to offer your clients best-in-class technology typically only available to large advisors!
Get access to TD Ameritrade Institutional as your custodian — regardless of AUM — with no platform fees
What This Benefit Provides You
XY Planning Network gives financial advisors access to TD Ameritrade Institutional’s custodial platform — and our members don’t need to worry about hitting a minimum target AUM. If you’re just starting out, you can use TDA as your custodian, get a dedicated 1-800 number and support team, and access to all the tools and name recognition TDA provides.
Your dedicated support team includes experts to help you via one-on-one practice management consultations. You can also speak with specialists to consult with you on the best way to transition to a fee-only RIA if you need to make the switch.
Take advantage of additional technology that TDA offers to members on the platform, including free access to Docusign, iRebal, Veo, thinkpipes, AdvisorClient, and Data Security. You can improve your clients’ investing experience thanks to integrated reporting. Send and view statements, trade confirmations, and tax documents as frequently as needed, and access them online anytime.
Orion Advisor Services is a powerful portfolio accounting platform that does way more than meets the eye. Our partnership with Orion allows XYPN members to get access to a cutting-edge back office platform that will improve your client experience while saving time and boosting productivity.
Within Orion you can create custom reports, give your clients access to their private portal, view business intelligence metrics to take a pulse of your business, process accurate billing files for your custodians, and so much more…
Get the Details
- XYPN members receive access to TDA’s custodial platform. Minimum targets for AUM waived and there are no platform fees
- Help gain the trust of your clients with the established TD Ameritrade brand backing up your investment management service.
- Enjoy the ability to design custom portfolios.
- Add to your integrated tech stack! Docusign, iRebal, Veo, thinkpipes, AdvisorClient, and Data Security are all included.
- Get more opportunities to earn CE through TDA’s resource and education center.
- Tap TDA’s RIAConnect and RIA Intern Network to find qualified talent for your growing firm.
- XYPN members gain access to Orion’s powerful portfolio accounting platform
- Pricing for Orion through XYPN starts out at $5,500 annually (retail from Orion is $12,000 per year) and the ByAllAccounts integration is $500 per quarter
- Client portal for all managed assets and heldaway assets if you sign up ByAllAccounts integration