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
Hours: 9:00 - 5:00 MT
Mailing Address:
34 E. Main Street
Bozeman, MT 59715
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
TD Ameritrade Institutional
Service Team Email: XYPlanningNetwork@tdameritrade.com
Phone: 866-418-0401 (Ext 1: Trading, Ext 2: Service Team, Ext 3: Technology)
Fax: 866-226-4617
Hours: 6:30 - 6:00 MT
Mailing Address (Regular):
TD Ameritrade Institutional
P.O. Box 650567
Dallas, TX 75265-0567
Mailing Address (Overnight):
TD Ameritrade Institutional
7801 Mesquite Bend Drive, Suite 112
Irving, TX 75063-6043
VeoOne Login - Advisor Website - https://www.advisorservices.com/servlet/advisor/LogIn
Client Access - Client Portal - https://www.advisorclient.com/login
In addition to electronic delivery of statements, your clients will be able to access information about their accounts through TD’s client portal. They will receive an invitation to create a login after opening their first account and will be able to link all of their accounts under this login.
Alternatively, you can also set up your client’s account through VeoOne. Navigate to Account Management in the left panel and select Client Web Admin. Find your client and if there isn’t a userid already filled in, click Create to start one. You will need to create a user ID and enter the client’s details and any associated accounts. You can also grant them trading permission, but we recommend against this for managed accounts with XYIS.
Schwab Institutional
Service Team Email: YourRIA@schwab.com
Phone: 877-774-3892
Hours: 6:00 - 6:00 MT
Mailing Address (Regular):
Schwab Advisor Services
P.O. Box 982603
El Paso, TX 79998-2663
Mailing Address (Overnight):
Schwab Advisor Services
1945 Northwestern Drive
El Paso, TX 79912
Website: https://www.SchwabAdvisorCenter.com
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