Bulk Model Assignment

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 this template and share it back to our team securely via our Box.com 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.