Congratulations, you've decided to use XYIS and have officially gotten set up on the platform! We couldn't be more excited for you and think you've made a great choice. Now you're ready for training with a team member of XYIS' Support Team.
This call will cover how to navigate the platform and where to find the tools to do the tasks you'll accomplish on a regular basis, including how to open accounts using XYIS. We will also go over how you work with the XYIS service team in assigning models and requesting service items once accounts are opened.
Below you'll find all the resources to review before you join the first call. If you can watch these videos, it will give you a clearer picture of the platform ahead of time so we can make the most of your first call. This is also a great place to come back to if you need a refresh later on!
Advisor Portal (Account Opening Tool)
Please let us know if you have any questions at email@example.com