Contacts & Business Hours

TAMP Support Team

Email: support@xyinvestmentsolutions.com

Phone: (360) 301-7579

Schedule a Call: https://xypnsapphire.zoom.us/zbook/d/rjz9e3u1/tamp-support-call

The TAMP Support Team is available Monday through Friday 9 AM - 5PM EST, excluding market closures and holidays. See our upcoming Office Closures here. If your request is received within normal business hours, you can expect to receive a response within one business day.

Model Assignment & Trade requests must be submitted, in good order, no later than 12:00 PM EST to guarantee same day processing. Requests received after 12:00 PM EST will be completed on a best efforts basis.

Additional Contacts:

XYPN Compliance

If you need assistance ensuring your ADV is updated to work with XYPN Invest as your TAMP, reach out to the XYPN Compliance Team.

Email: Compliance@xyplanningnetwork.com

Schwab Advisor Services (XYPN Service Team)

Phone: 877-908-9938

Website: http://www.schwabinstitutional.com/