From the moment you make us a part of your business, our Account Transfer Team* will be at your disposal. This dedicated team of specialists will assist you by handling most aspects of your account transfer process, from compiling paperwork to working with the back office to following up on your clients' assets from start to finish. We know that every practice is different. That's why we assign each advisor an individual project manager to handle transfer logistics. The Account Transfer Team will help you complete the account transfer process in five steps:
- Examine your individual situation and create a custom-tailored plan to fit your needs
- Gather and organize the account information
- Assist in the preparation of paperwork
- Initiate and monitor the transfer of assets
- Complete the transfer
