Open New Account(s)
Many accounts are available to open using Schwab's Digital Workflow (DWF) tool. For accounts that are NOT eligible on DWF, use this form to provide details of new accounts to be opened. If needed, upload any supporting documents to your Box folder. XYIS Support will send paperwork via Docusign and provide updates on your request via email.
Advisor Name
*
First Name
Last Name
Advisor Email
*
Your Client's Name
*
First Name
Last Name
Is there an additional client?
*
Yes
No
Your Additional Client's Name
*
First Name
Last Name
New Account Information
What type of account(s) would you like to open? To add multiple accounts, click "+ Add Account".
*
What is the source of funds?
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Please Select
Family, relatives, inheritance
Gambling, lottery
Gifts
Investment capital gains
Other
Salary, wages, savings
Sale of property or business
Social security benefits
What is the purpose of the account(s)?
*
Please Select
General investing
Investing for college
Investing for estate planning
Investing for retirement
Investing for tax planning
Investing of pooled assets
Other
Additional Information
Please provide details for transfers, beneficiaries, or MoneyLinks in the sections below
Transfers
Do you need to add transfer info?
*
Yes
No
Please enter transfer information below. To add multiple transfers, click "+ Add TOA".
Beneficiaries
Do you need to add beneficiary info?
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Yes
No
Please enter beneficiary information below. To add additional beneficiaries, click "+ Add Beneficiary".
*
MoneyLink
Do you need to set up MoneyLink / standing instructions?
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Yes, I'll provide now
Yes, client will provide at signing
No
Please enter MoneyLink information below. To add multiple MoneyLinks, click "+ Add MoneyLink".
*
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Special Instructions
Anything else we need to know to process this request?
Submit
Should be Empty: