YourStake

YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.

Advisors use YourStake to power personalization across their client base. From using values questionnaires to help build better connections and differentiate themselves to researching possible portfolio substitutes through our company and fund screening tools and easy-to-implement portfolio optimizer, YourStake tools are built to be easy to use and integrate into your workflow.

Advisor Core from YourStake allows you to instantly analyze a prospective client's portfolio by simply uploading their brokerage statement PDFs. In just minutes, you'll have a comprehensive analysis across key areas like risk, fees, diversification, and value alignment.

Benefit Breakdown

Your XYPN membership gives you access to two solutions from YourStake at a discounted rate! You can learn more about the differences between each solution here.

  1. Advisor Core
    • Advisor Core can be purchased as an add-on to your YourStake subscription or as a separate tool
  1. Values Hub
    • Explainer
    • Professional
    • Champion
    • Analyst Terminal

Account Management

New user? Let's get you signed up!

  1. You can sign up for YourStake right from your Member Portal.
  2. Under Sign Up, choose your plan and enter your account information.
  3. Click Submit.
  4. That's it! YourStake will be in touch with the next steps for your new account!
  5. Your XYPN portal will update at the end of the month that you sign up, reflecting you are an active YourStake user through XYPN!

Current user? Let's transfer that account

  1. You can request to transfer your YourStake account right from your Member Portal.
  2. Under Transfer Account, choose your current plan and enter your account information.
  3. Click Request Transfer.
  4. That's it! YourStake will be in touch with your account transfer confirmation!
  5. Your XYPN portal will update at the end of the month that you transfer your account, reflecting you are an active YourStake user through XYPN!

Updating Licenses/Seats

  • Contact YourStake directly to add, remove, or transfer any additional licenses/seats to your account.
  • Confirm within your YourStake account the number of licenses is correct for both accuracy on user access and billing purposes.

Upgrading/Adjusting Your Tier

  • Contact YourStake directly to upgrade or adjust your tier.

Closing your account

  1. You can submit a cancellation request for your YourStake account right from your Member Portal.
  2. Under Close Account, enter your account information.
  3. Click Close Account.
  4. That's it! YourStake will be in touch with your cancellation confirmation.
  5. Reach out to YourStake directly for any further questions or support needed on closing your account and final billing.

Leaving XYPN?

  • Your YourStake discount as an XYPN member will end when your membership ends. Be sure to connect with YourStake directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.

Billing

  • Billing and Invoicing will be directly through YourStake.

Helpful Links and Resources

Contact

Vendor Data Security

Please request these documents by contacting YourStake's team at support@yourstake.org.

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