Transition
1. Home Office Support
Packet Creation
- Account Forms printed
- Announcement letter created and printed
- Folders labeled with advisor name and address
- Packets stuffed and mailed
- No cost to the advisor
Dedicated Transition Support
- Home office personnel will come to assist transition
2. Local Support
- Dedicated Local Support
3. First 90 Days
- Errors and Omissions Insurance Covered Affiliation Fee Covered All Office Related Expenses Covered All First Year Licensing Costs
4. ACAT Fees
- National Financial Services will Reimburse 100% of ACAT Fees for all Accounts Fidelity Institutional will Reimburse 100% of ACAT Fees for Accounts
5. Tangible Items
- Laptop/Desktop
- Personal Office
- Desk, chair, phone and file cabinet
- General Office
- Lobby and conference room furniture and artwork
- Communication system
- Fax
- Internet setup (routers and servers)
- Exchange server for mobile Microsoft Outlook
- Printer and copier
- Postage meter