Below is a walkthrough of the entire account opening process using XYIS' account opening tool, Element. It will answer questions such as the following:
- How do I open an account at XYIS?
- What is Element?
- What if I don't have all of my client information when filling out the paperwork?
- How will I be notified once the paperwork is sent out and once my client has signed?
- What does the email notification to the client look like?
Please contact us with any questions at firstname.lastname@example.org or (360) 301-7579.