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
Phone: (360) 301-7579
XYIS Client Service Specialists are available Monday through Friday, excluding most market and government holidays.
Model Assignments & trading requests must be submitted no later than 10:00 am MST/12:00 PM EST to guarantee same day processing. Requests received after 10:00 am will be completed on a best efforts basis.
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: http://www.schwabinstitutional.com/
TD Ameritrade Institutional
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Monday - Friday: 6:30 A.M. to 6:00 P.M. MT |
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Regular Mail: |
TD Ameritrade Institutional PO BOX 650567 Dallas, TX 75265-0567 |
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Overnight Mail: |
TD Ameritrade Institutional 7801 Mesquite Bend Drive, Suite 112 Irving, TX 75063-6043 |
Technology Services & Veo Support: |
Phone: 1-800-400-6288, Option #3 Email: techservices@tdameritrade.com Fax: 1-866-226-4617 |