Open New Account(s)

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 NameLast Name
Advisor Email
Your Client's Name

First NameLast Name
Is there an additional client?
Your Additional Client's Name

First NameLast 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?
What is the purpose of the account(s)?
Additional Information

Please provide details for transfers, beneficiaries, or MoneyLinks in the sections below
Transfers
Do you need to add transfer info?
Please enter transfer information below. To add multiple transfers, click "+ Add TOA".
Beneficiaries
Do you need to add beneficiary info?
Please enter beneficiary information below. To add additional beneficiaries, click "+ Add Beneficiary".
MoneyLink
Do you need to set up MoneyLink / standing instructions?
Please enter MoneyLink information below. To add multiple MoneyLinks, click "+ Add MoneyLink".

New Account Information