Here you'll find the contact information, including website login information for clients, for the XY teams and custodians that you'll be interacting with most.
XYIS Advisor Service Desk
Email: Support@xyinvestmentsolutions.com
Hours: 9:00 - 5:00 MT
XYPN Compliance
If you need assistance ensuring your ADV is updated to work with XYIS as your TAMP, reach out to the XYPN Compliance Team.
Email: Compliance@xyplanningnetwork.com
Schwab Institutional
Service Team Email: YourRIA@schwab.com
Phone: 877-774-3892
Hours: 6:00 - 6:00 MT
Website: https://www.SchwabAdvisorCenter.com
TD Ameritrade Institutional
Hours of Operation:
Monday - Friday: 8:30 A.M. to 8:00 P.M. EST
Regular Mail:
TD Ameritrade Institutional
PO BOX 650567
Dallas, TX 75265-0567
Overnight Mail:
TD Ameritrade Institutional
7801 Mesquite Bend Drive, Suite 112
Irving, TX 75063-6043
Technology Services:
Phone: 1-800-400-6288, Option #3
Email:techservices@tdameritrade.com
Fax: 1-866-226-4617
Veo One® Support:
For Veo One® support, please contact the support team.
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Hours of Operation: Monday - Friday, 8:30 A.M. to 8:00 PM EST
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Phone:800-400-6288, Option 3
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