If you're looking to move existing accounts at TD from your individual rep code to a shared rep code with XYIS, please complete and submit this form back to XYIS. We will prepare LPOA paperwork for your clients and send it to them via DocuSign for their signature.
To securely share this completed form with XYIS, use this Sharefile link.
Please let us know if you have any questions at support@xyinvestmentsolutions.com.
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