Submit a request
Sign in
XY Investment Solutions
PLATFORM USER GUIDES
Adding Clients & Opening Accounts
Adding Clients & Opening Accounts
Follow
New articles
New articles and comments
Add New Clients & Accounts
Add an Account to an Existing Client
Client Experience & Portal
Changing a Client's Email Address
Adding or Updating the Advisor Code on a TDAI Account
Moving an Account to Your Shared Rep Code
Opening a Solo 401(k)
