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  • How do I set up alerts at Schwab or TD?
  • How do I change my password?
  • Will I be able to display custodial statements and tax documents in the client portal?
  • Example Custodian Transition Letters
  • How do I delete a client from my platform?
  • ACH Transaction Timeframe

How do I change my password?

  • March 03, 2020 23:39
  • Updated

Changing your XYIS password is an easy process. Check out the video below for a walk-through.

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