XYPN Membership FAQs
General membership support
- Do I need to issue a 1099 to XYPN?
- How do I add an advisor to my membership?
- How do I cancel my membership?
- How do I get in touch with the Membership Team?
- How do I update my billing information?
- How do I update my Community Directory profile?
- How do I update my email address and mailing address?
- How do I update my Find an Advisor profile?
- How do I update user roles and permissions in the XYPN portal?
- What are the XYPN Membership Standards?
- What is XYPN's Anti-Harassment Policy?
- Where can I find my invoice or receipt?
- Where can I find my Membership Agreement?
- Where can I find my XYPN Member ID?
- Where can I find my XYPN Membership Badge?
- Where can I find upcoming webinars and events?
- Where can I get documentation of my CE attendance for NAPFA?