Can I customize my firm's onboarding emails? Carrie Frye June 15, 2018 19:28 Follow Right now, email templates to clients cannot be customized. This is a feature coming in the future! Related articles Can I manage assets at TD outside of XYIS? How do I activate my TD DocuSign account? Can XYIS handle a Roth conversion? I opened at account using Veo. How do I get that account onto XYIS? Can I transfer assets in-kind? Comments 0 comments Please sign in to leave a comment.