Additional Member

Are you considering adding an additional member to your firm’s XYPN membership? Whether it’s an advisor, assistant, intern, or partner, you can add as many additional members as you’d like! As your firm grows, each additional member will receive their own login and access to the XYPN Portal, along with all the benefits of membership.

Pricing

Additional member seats are billed through XYPN at $274/month.

Additional Member Benefits

An additional member receives all of the same benefits that you enjoy with membership! This includes:

Tech Stack: A free license to each tech software that is Included with Membership.
Compliance Support: (weekly office hours, annual ADV update, and guides/templates).
Community: (open/mastermind groups, community forums, membership directory, referrals, and member meetups).
Conference /Events: (XYPN LIVE and other networking events).
Education: (coaching, XYPN academy, and membership calendar (workshops, office hours, and events)).
Marketing: (media requests, consumer blog, and find an advisor profile).
Support Solutions: (Books, Compliance, and Invest).

Adding an Additional Member

Adding an additional member to your XYPN membership is quick and easy! Once approved, they’ll be automatically added to your firm and billing. Here’s how to do it:

Log in to your XYPN Portal.
Select “My Firm” from the left-hand navigation menu.
Click “Add Advisor to Membership” and follow the prompts to complete.
After filling out the application, you're all done! Application approval typically takes 3-5 business days.

Removing an Additional Member

To remove an additional member from your membership, please follow these steps:

Log in to your XYPN Portal.
Select “My Firm” from the left-hand navigation menu.
Click on the three dots ("more options icon") to the right of the advisors name you wish to remove.
Follow the steps to remove.

Cancellation Policy: All removal requests must be submitted by the 20th of the month at 5 pm (MDT) to be processed by the end of the month. There are no exceptions to this policy.

FAQs

What is the difference between a firm-member and firm-manager user role?

firm-owner — The Firm Owner has the highest level of access and is typically the first member added to the firm. This role does not have to be the owner of the RIA — it can be anyone at the firm. The Firm Owner can manage billing, individual and firm settings, invite additional members, and update other users’ roles.

firm-manager — The Firm Manager has nearly all the same permissions as the Firm Owner, except they cannot view or manage billing. This role is a good fit for firm partners or anyone who needs increased control over the firm. Firm Managers do not need to be advisors and can be support staff, interns, or other team members.

firm-member — The Firm Member has the lowest level of access but can update their individual settings. Firm Members do not need to be advisors and can be anyone at the firm, including support staff, interns, or other team members.

An additional member can be assigned either the firm-manager or firm-member role. The firm-owner is you, and you can choose the appropriate role for each additional member based on the level of access they need.

To learn more about each user role, check out the User Roles & Permissions knowledge base article.

How does an additional member get added to the tech stack I'm utilizing?

To give an additional member access to your firm’s tech stack, the firm-owner will need to add a separate license for each software they’d like the additional member to access through the XYPN Portal. Follow these steps to get started:

Log in to your XYPN Portal and navigate to the Member Benefits tab.
Select the tech software tile you’d like to add the additional member to.
On the left-hand side of the screen, click “Add License.”
Enter the additional member’s information and complete the license setup.
Repeat these steps for each software you’d like the additional member to access.

And that’s it — you’re all set! Because the additional member is already part of your XYPN membership, these additional licenses are free of charge when using the software’s basic tier. If you’re using a higher-than-basic tier, the additional member’s license will be billed at the applicable member rate for that software. Pricing varies by software and tier, so feel free to contact the Member Experience Team if you have questions about pricing for a specific software.

Contact

Member Experience Team: membership@xyplanningnetwork.com

Last Updated: 8/24/26