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 to begin your training, which will consist of two one-on-one sessions with a team member of XYIS' Advisor Support Team.
The first 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. The second call will 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.
Please let us know if you have any questions at firstname.lastname@example.org or (360) 301-7579.