Moving Existing Schwab Accounts to XYPN Invest

If you're looking to move multiple existing accounts to XYPN Invest, please download an fill in this template. To securely share this completed template with our team, use this Box.com dropbox. We will prepare LPOA paperwork for your clients and send it to them via DocuSign for their signature. 


Please let us know if you have any questions at support@xyinvestmentsolutions.com. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us