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  1. XY Investment Solutions
  2. FAQ
  3. Account Opening

Account Opening

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  • Can XYIS handle a Roth conversion?
  • How do I bring an account to XYIS from the TD retail side?
  • I opened at account using Veo. How do I get that account onto XYIS?
  • What account types can I open using XYIS?
  • How do I open a Solo 401(k) account?
  • Can I manage 401Ks on the platform?
  • Do my account numbers change if I move current accounts onto XYIS?
  • What account types can I manage on XYIS?
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