Our second call will cover the important topic of how to work with XYIS once your clients' accounts are open.
We'll go over how to request service items from our team such as ACATS, bank transfers, and LPOAs to move client accounts to your new shared rep code. Below are the articles we'd love for you to go over before we have our second call. Reviewing these articles before the call will help us use the time together to answer all your questions and get you comfortable with how we'll work together.
We hope these materials help you feel prepared for our call. Let us know if you have any questions at firstname.lastname@example.org or (360) 301-7579.