Add New Clients & Accounts

Adding new clients and accounts on XYIS is really intuitive, and includes a streamlined, paperless process using DocuSign that's easy for your clients to understand and complete.  What's more, it's easy for you as well!

Check out the video below for an overview of the client onboarding process.  It includes instructions for creating workflows, and then for adding a client and opening a new account at the same time.