XYIS Service Requests
- Sign Up!
- Move Accounts to your Shared Rep Code
- New Account Form
- Requesting an ACAT
- One-Time or Recurring Contributions
- One-Time or Recurring Partial Distribution
- Full Distribution
- Bulk Model Assignment
- Moving Existing TD Ameritrade Accounts to XYIS in Bulk
- Submit Completed Documents to TD Ameritrade
- Need something else done? Request it here!