When using XYIS, there will be many times where you will be changing custodians for your clients in order to use our platform and models. In order to best explain why the change is happening, we have two example letters that you can download and use as templates for explaining why a custodian change is the best thing for a client, given your fiduciary responsibility. We hope you find these helpful.
Please take a look at these, download, and edit as you see fit for your own purposes! If you have any questions please feel free to reach out via email to support@xyinvestmentsolutions.com or by phone at (360) 301-7579.