When moving to a new broker-dealer, it’s critical to have an experienced team eager to get you moved as seamlessly as possible. Signal understands your primary concern is making sure your practice is up and running with minimal downtime. We understand that delays prevent good customer service and impair your personal income. To ensure a quick and smooth new beginning to your practice we assign you a personal transition team.
Signal goes beyond providing assistance in transferring your accounts and assisting in your office setup. Your personal team will ensure that you know how to utilize all the resources within the Signal Securities organization.
Account re-papering
Your main concern is moving your accounts and preserving your clients. We understand that, so our process is streamlined. We can pre-package all the forms needed for each of your clients.
On-site office implementation
Once your paperwork is complete, our transition team can come to your office to personally assist you in implementing your office setup.
Utilizing the entire Signal team
At Signal, people are our greatest resource. Your transition team will make sure that you know who the expert is for any given task.
We are dedicated to serving high-integrity financial advisors in Texas.
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