How to Submit an ACAT Request

Need to submit an ACAT request to the XYIS support team but not sure how to do it? Check out the video below, and you'll be up to speed in no time. We review these transfers weekly and will send you an update once it is complete. Please note that while we will email you to notify you of transfer completion, it is your responsibility to confirm that all assets transfer over correctly. If you see any issues or discrepancies, or this didn't answer all your questions, contact our support team at support@xyinvestmentsolutions.com.

.