How to make a move without losing momentum.
No matter where you are in your career, we will guide you during the transition. By working with advisors like you, Nations has developed a proven process designed to make your transition a smooth one. This includes:
- Dedicated transition team
- Personalized conversion plan with detailed timeline of key objectives and dates
- Same day transfer of your registration
- Easy to use technology to create all necessary client account transfer documentation
- Ongoing conversion assistance until YOU feel comfortable
Our experienced transition specialists will navigate the process of moving your book successfully without missing a beat.