XYIS Service Requests
- Element Transition: Submitting an Investment Proposal Request
- Element Transition: New Account Requests
- 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 Schwab or TD Accounts to XYIS
- Need something else done? Request it here!