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  1. XY Investment Solutions
  2. ACCOUNT SERVICE REQUESTS
  3. XYIS Service Requests

XYIS Service Requests

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  • Model Assignment & Trade Authorization
  • Bulk Model Assignment
  • Requesting an ACAT
  • One-Time or Recurring Contributions
  • One-Time or Recurring Partial Distribution
  • Full Distribution
  • Move Money Authorization
  • Add/Change Beneficiaries to Account
  • Roth Conversion Request
  • Moving Existing TD Ameritrade Accounts to XYIS
  • Need something else done? Request it here!
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