Model Assignment & Trade Authorization - TA

An IPS Submission is required any time a new allocation or model is assigned to a portfolio. This includes changing a portfolios allocation or changing the existing assigned model.

Please reference our IPS user guide for model minimums and best practices. https://xypnsapphire.box.com/s/vzncsryog059d84mob44v8d9nffbgs9t

Let us know if you have any questions at support@xyinvestmentsolutions.com or (360) 301-7579