Our dedicated team will work with you through every step of the transition.
Whether you are changing custodians, establishing a new RIA, or joining an existing firm, your TD Ameritrade Institutional Business Transition Services team* will provide a seamless experience as you make this important move. Your dedicated contact will work with you through every step of the transition, from creating a customized business transition plan to managing client account paperwork. In short, we do the "heavy lifting" for you, allowing you to stay focused on your clients and building your business.
Our consultative approach.
Our seasoned professionals understand the complexities of the industry, the importance of what you do, and why a successful transition of your business is imperative. We take a consultative approach, working closely with you to learn about your firm and then, using that insight along with our knowledge of TD Ameritrade Institutional, ensure that your needs are met swiftly and accurately.
Your Business Transition Services Team will work with you to:
- Develop and deliver a customized business transition plan tailored to your specific needs
- Organize your client account information and help you pre-populate critical client paperwork
- Provide onsite operations and technology training for you and your associates
- Execute priority processing of asset transfers and ensure that new accounts are established quickly and efficiently
Take advantage of the TD Ameritrade Institutional Business Transition Services team and spend your time focusing on deepening client relationships and building your business.
*Firm asset qualifications apply