How do I add an advisor to my membership?

Would you like another advisor at your firm to join in on the XYPN fun? You can add as many advisors to your membership as you'd like, and there are a lot of benefits to doing so! As your firm grows (congratulations!) and you add new XYPN members, each will get their login and access to the XYPN Portal. The access and abilities you as a firm want to have for each member are now in your hands with User Roles!

Pricing

Please take a peek at our membership pricing here!

Adding an Advisor to your XYPN Membership

To streamline adding another member to your firm, you can send them a unique application link that will add them automatically to your firm and billing.

1. Navigate to your XYPN Portal
2. Click "My Firm" on the left side navigation.
3. Once there, click "Add Advisor to Membership."

After filling out the application and their approval, you're all done!