Transition Team Assistance
Your clients mean everything to
you. We understand that your clients and their
accounts drive your success. Wilbanks Securities can
provide an array of services to help you transition
to our broker-dealer and advisory firm to
substantially reduce your workload.
The days of having to fill out
paperwork by hand are thankfully over. With a
database of your clients and their account
information, we can allow you to automate the
process and print all of the account transfer
paperwork pre-filled.
We can provide the following
transition services to representatives:
- Free 30-day use of Laser App software
- Clerical assistance in preparing client data for
integration with our transfer paperwork and forms
- On-site assistance, which can include clerical help
- Processing account transfers
- Working with you to track the progress of transfers
At Wilbanks Securities, you
truly have a back-office partner dedicated to
helping you make the transition to our firm!
Member FINRA SIPC
