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

Account Opening

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  • Adding a New Client - Step by Step Instructions
  • Can a non-US citizen open an account on XYIS?
  • Can XYIS handle a Roth conversion?
  • How do I bring an account to XYIS that is already at TD?
  • I opened an account on my individual rep code. How do I get that account onto XYIS?
  • What account types can I open using XYIS?
  • Do my account numbers change if I move current accounts onto XYIS?
  • What account types can I manage on XYIS?
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