If you are assigning models to multiple accounts at one time, we have created an excel spreadsheet version of our new account form to make the model assignment process easier. You can download the form below and share it back to XYIS securely via this link.
By submitting this spreadsheet you are attesting that for taxable accounts, the cost basis on file at the custodian is correct.
Please let us know if you have any questions at support@xyinvestmentsolutions.com.