The XYIS platform allows for holdings to be transferred over in-kind. Sometimes your clients will prefer to remain invested in certain holdings and use the rest of their account to invest in the XYIS model portfolios. To accomplish that, you will use the holdings table. Check out the tutorial below to understand how that works!
As always, if you have any questions please reach out to firstname.lastname@example.org or call (360) 301-7579.