Membership Transfer

Transferring your XYPN membership can occur for a variety of reasons. Perhaps you’re closing your firm and joining another XYPN firm, and you’d like to transfer your membership to the new firm. Or maybe you’re looking to transfer your membership to someone else within your current firm. What steps should you take if the individual you’re transferring to is already an XYPN member at your firm? And what if they aren’t yet an XYPN member? To help clarify, we have outlined common scenarios below, along with specific steps to guide you through the transfer process.

Transferring Membership to a Non-XYPN Member

Step #1: Adding the Non-Member to your XYPN Membership

As the current firm-owner user role, please complete the following steps:

  1. Navigate to the My Firm tab of your XYPN Portal.
  2. Click “Add Advisor to Membership” and follow the prompts.
  3. Once added, the individual will receive a link to complete the XYPN application. Please have them complete this application as soon as possible.
  4. After the application is submitted, the XYPN team will review and approve it (membership approval takes 3-5 business days).

Step #2: Ownership Transfer

Once Step #1 is complete, please complete the following:

  1. Please email us at membership@xyplanningnetwork.com to let us know the situation.
  2. We’ll then transfer the firm-owner user role from you to the member you just added.

Step #3: Tech Software Updates

Once firm ownership has been transferred, you’ll need to notify the tech software providers you currently use about the ownership change so that they can update account access.

Please note that most technology in the XYPN tech stack is managed directly by the software providers. While we’ll do our best to help facilitate a smooth transition, we cannot guarantee uninterrupted service or the seamless transfer of ownership or account data. We strongly recommend contacting each tech partner directly to explain the situation and confirm the appropriate steps for transferring ownership and account access.

  1. You can contact membership@xyplanningnetwork.com to request a list of the active tech software associated with your membership.
  2. Reach out to each software to alert them of the change. Contact information for each software can be found in the Partnerships Discounts & Programs section of our self-help Knowledge Base.
  3. Done! If you would like to stay a member, no further action is needed. If you would like to offboard from membership, proceed to Step #4.

Step #4: Membership Offboarding

Once Step #3 is complete, the new firm-owner can remove you from membership. Please have them complete the following:

  1. Navigate to the My Firm tab of your XYPN Portal.
  2. Click the ellipses next to the advisor's name you wish to remove.
  3. Answer a few questions, and they'll be on our list to remove!

Cancellation Policy: All cancellation 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.

Transferring Membership to an XYPN Member: Additional Member at your Firm

Step #1: Ownership Transfer

  1. Please email us at membership@xyplanningnetwork.com to let us know the situation.
  2. We’ll then transfer the firm-owner user role from you to the additional member you would like to receive it.

Step #2: Tech Software Updates

Once firm ownership has been transferred, you’ll need to notify the tech software providers you currently use about the ownership change so that they can update account access.

Please note that most technology in the XYPN tech stack is managed directly by the software providers. While we’ll do our best to help facilitate a smooth transition, we cannot guarantee uninterrupted service or the seamless transfer of ownership or account data. We strongly recommend contacting each tech partner directly to explain the situation and confirm the appropriate steps for transferring ownership and account access.

  1. You can contact membership@xyplanningnetwork.com to request a list of the active tech software associated with your membership.
  2. Reach out to each software to alert them of the change. Contact information for each software can be found in the Partnerships Discounts & Programs section of our self-help Knowledge Base.
  3. Done! If you would like to stay a member, no further action is needed. If you would like to offboard from membership, proceed to Step #3.

Step #3: Membership Offboarding

Once Step #3 is complete, the new firm-owner can remove you from membership. Please have them complete the following:

  1. Navigate to the My Firm tab of your XYPN Portal.
  2. Click the ellipses next to the advisor's name you wish to remove.
  3. Answer a few questions, and they'll be on our list to remove!

Cancellation Policy: All cancellation 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.

Closing your Firm, Joining an XYPN Firm

Step #1: Membership Cancellation

Please email us at membership@xyplanningnetwork.com to let us know the situation. Then, cancel your XYPN membership by following these steps:

  1. Log into your XYPN Portal.
  2. Click the gear icon to access your Settings.
  3. On the top navigation icons, click Status.
  4. Click "Cancel my Membership."
  5. Fill out the cancellation form and click "Submit." 
  6. That's it! We'll be in touch with a cancellation confirmation.

Cancellation Policy: All cancellation 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.


Step #2: Rejoin Membership

Once your membership is cancelled, the firm-owner of the firm you are joining will add you as an additional member to their membership by following these steps:

  1. Log in to your XYPN Portal.
  2. Click on the My Firm tab.
  3. Click "Add Advisor to Membership" and follow the steps to submit

Step #3: Tech Software Updates

You’ll need to notify the tech software providers you currently use about the change so they can update your account access. The easiest approach is to allow your current tech stack licenses to cancel with your old firm when your membership ends. The firm-owner of the firm you joined can then add an additional license for each tech software they’d like you to have access to under the new firm.

Please note that most technology in the XYPN tech stack is managed directly by the software providers. While we’ll do our best to help facilitate a smooth transition, we cannot guarantee uninterrupted service or the seamless transfer of ownership or account data. We strongly recommend contacting each tech partner directly to explain the situation and confirm the appropriate steps for transferring ownership and account access.

  1. You can contact membership@xyplanningnetwork.com to request a list of the active tech software associated with your membership.
  2. Reach out to each software to alert them of the change. Contact information for each software can be found in the Partnerships Discounts & Programs section of our self-help Knowledge Base.

Merging your Firm with another XYPN Firm

Step #1: Membership Cancellation

Please email us at membership@xyplanningnetwork.com to let us know the situation. Then, cancel your XYPN membership by following these steps:

  1. Log into your XYPN Portal.
  2. Click the gear icon to access your Settings.
  3. On the top navigation icons, click Status.
  4. Click "Cancel my Membership."
  5. Fill out the cancellation form and click "Submit." 
  6. That's it! We'll be in touch with a cancellation confirmation.

Cancellation Policy: All cancellation 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.


Step #2: Rejoin Membership

Once your membership is cancelled, the firm-owner of the firm you are joining will add you as an additional member to their membership by following these steps:

  1. Log in to your XYPN Portal.
  2. Click on the My Firm tab.
  3. Click "Add Advisor to Membership" and follow the steps to submit

Step #3: Tech Software Updates

The firm-owner of the firm you joined will add an additional license for each tech software they’d like you to have access to under the new firm. Then, you’ll need to notify the tech software providers you currently use about the change so they can transfer your licenses over.

Please note that most technology in the XYPN tech stack is managed directly by the software providers. While we’ll do our best to help facilitate a smooth transition, we cannot guarantee uninterrupted service or the seamless transfer of ownership or account data. We strongly recommend contacting each tech partner directly to explain the situation and confirm the appropriate steps for transferring ownership and account access.

  1. You can contact membership@xyplanningnetwork.com to request a list of the active tech software associated with your membership.
  2. Reach out to each software to alert them of the change. Contact information for each software can be found in the Partnerships Discounts & Programs section of our self-help Knowledge Base

Moving Firms as an XYPN Member

If you're merging your current firm with a non-XYPN firm and plan to remain an XYPN member throughout the transition (meaning you're currently a member and will be the primary member at the new firm), please follow these steps:


Step #1: Settings Updates

Please email us at membership@xyplanningnetwork.com to let us know the situation. Then, follow the steps below:

  1. Go to your Membership Settings to update your email address.
  2. Visit the Firm Settings to update your firm name.
  3. Be sure to click "Save Details" in each section after making changes.
  4. Important: The firm you are merging into must be fee-only to remain eligible for XYPN membership.

Step #2: Tech Software Updates

You’ll need to notify each tech software provider you currently use about the change so they can update email and firm name.

Please note that most technology in the XYPN tech stack is managed directly by the software providers. While we’ll do our best to help facilitate a smooth transition, we cannot guarantee uninterrupted service or the seamless transfer of ownership or account data. We strongly recommend contacting each tech partner directly to explain the situation and confirm the appropriate steps for transferring ownership and account access.

  1. You can contact membership@xyplanningnetwork.com to request a list of the active tech software associated with your membership.
  2. Reach out to each software to alert them of the change. Contact information for each software can be found in the Partnerships Discounts & Programs section of our self-help Knowledge Base.

Contact

If you’re navigating a membership transfer, we recommend scheduling a call with our Member Experience Team. During this call, we’ll discuss your specific transfer scenario and address any questions or concerns you may have. You are also welcome to email us at membership@xyplanningnetwork.com. We’re here to help!

Last Updated: 8/24/26

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