XYPN Portal Settings
The XYPN Portal is your central hub for managing your XYPN membership and accessing your member benefits. From the Portal, you can manage your firm and personal settings, add or manage members, access partner technology, and find important resources like the Knowledge Base, XYPN Academy, and the Community Forums.
FAQs
How do I update my mailing or billing address?
To update your mailing or billing address, please follow these steps:
- Log in to the XYPN Portal.
- Click the Profile and Settings Tab in the top right corner.
- Select Settings from the drop-down menu.
- Under the Membership Tab, update your address in the Mailing Address section.
- Scroll down and click the Save Membership Details button at the bottom of the page.
How do I update my email address?
If you need to update the email associated with your membership, follow the directions below. Doing so will update your email across all platforms, including:
- Our billing system
- Our email system
- Community Forums
To update your email
- Log in to the XYPN Portal.
- Click the Profile and Settings Tab in the top right corner.
- Select Settings from the drop-down menu.
- Under the Membership Tab, update your email and click "Save Membership Details" at the bottom of the page
How do I update my firm name?
To update your firm name, please follow these steps:
- Log in to the XYPN Portal.
- Click the Profile and Settings Tab in the top right corner.
- Select Settings from the drop-down menu.
- Under the Firm Tab, update your firm name and click "Save Firm Details" at the bottom of the page
- Send an email to compliance@xyplanningnetwork.com to alert them of the change
Contact
Member Experience Team: membership@xyplanningnetwork.com
Last Updated: 8/24/26