You may have some questions regarding updates to Schwab's insurance requirements. Please review the attached list of frequently asked questions from Schwab. Schwab currently requires a $1,000,000 aggregate policy for all advisors on their platform. Please note that the XY Group E&O program was updated to include the theft coverages as required by Schwab. If you need more information regarding insurance requirements for XYIS advisors, please send an email to: support@xyinvestmentsolutions.com.
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