Can I manage assets at TD outside of XYIS?

The short answer is yes, you can! 

We understand that XYIS may not be the right solution for all of your clients. If you do need to manage any clients' accounts at TD outside of XYIS, we can set you up with a second rep code that stays off the platform. Once your second rep code is ready, you can start using XYIS for only the accounts you choose. 

To set up a second rep code, contact the XYIS support team at support@xyinvestmentsolutions.com or by phone at (360) 301-7579.