One of our goals at XYIS is to make opening new client accounts as simple and efficient as possible. To guide you along the process, review the attached New Account Checklist and follow along in the video below. This will show exactly what the process looks like in Element and will give you visibility into what your clients will experience when you open a new account for them.
Please contact us with any questions at support@xyinvestmentsolutions.com or (360) 301-7579.
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