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  1. XY Investment Solutions
  2. PLATFORM USER GUIDES
  3. Adding Clients & Opening Accounts

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  • Open an account in Advisor Portal
  • A refresh for the RTQ in Advisor Portal!
  • Advisor Portal - FAQ
  • XYIS Client Portal Preview
  • XYIS Risk Tolerance Questionnaire
  • Sample XYIS Proposal

Sample XYIS Proposal

  • June 17, 2019 20:10
  • Updated

XYIS is able to generate proposals outlining the details of a model allocation of your choice. A sample can be downloaded below. 

Screen_Shot_2019-04-16_at_4.35.04_PM.png

  • Sample XYIS Proposal.pdf
    700 KB Download
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