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XY Investment Solutions
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!