How does our service Benefit You?


  • Off-site preparation reduces disruption to your office routine, and confidentiality is enhanced.


  • Comprehensive Transfer Checklist to aid in the transfer preparation.


  • Laser printed, personalized client letters on your Firm’s letterhead with scanned signature, if desired.


  • ACAT and other account documents are laser printed with client information, and have highlighted signature areas to facilitate the account transfer process.


  • Organized, professionally prepared client packets are ready for postage and mailing, and set to make an excellent first impression to clients.


  • Situations requiring special attention are clearly noted to aid accurate and expedited client contact.


  • Convenient, alphabetized Master List containing account titles, previous account numbers and an area for the new account numbers is used for tracking each account transfer.


  • Address & Telephone Book with client addresses and telephone numbers (if provided) facilitates timely client contact.

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