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  1. XY Investment Solutions
  2. ACCOUNT SERVICE REQUESTS

ACCOUNT SERVICE REQUESTS

New Accounts & Account Maintenance

  • Add/Change Beneficiaries to Account
  • Moving Existing Schwab or TD Accounts to XYIS

Trading

  • Model Assignment & Trade Authorization
  • Bulk Model Assignment

Cashiering

  • Requesting an ACAT
  • One-Time or Recurring Contributions
  • One-Time or Recurring Partial Distribution
  • Full Distribution
  • Move Money Authorization
  • Roth Conversion Request

Other

  • Need something else done? Request it here!
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