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!