So you're interested in using XYIS. We couldn't be more excited! But what does this process look like and how much guidance do you get along the way? Well, that's a great question.
Check out the graphic below to see the onboarding process for you as an advisor. We understand that you're running a business and that dead time is not something you can afford. As such, we have worked with TD and RobustWealth to make the onboarding process as streamlined and time-efficient as possible.
To lay it out there, the onboarding process will take two to four weeks to go from your site's creation to the ability to have assets on the platform. During those two to four weeks, we will have training calls to get your platform set up and ready to go so when accounts can be funded you are ready to rock and roll. Check out the onboarding process below for all the details!