Changing Broker/Dealers – Financial Support
We understand that transitioning from one broker/dealer to the next can be an onerous process. Between necessary account transfers, obtaining approval of new business cards and stationary, familiarizing your financial practice with new procedures, and adapting to new technology, you need a broker/dealer that offers the service and support to simplify your move.
At SII, we offer the tools and staff to make your transition more efficient. Qualifying offices may be eligible to receive a certain transition allowance. Partnering with SII Investments also means access to competitive payouts, express commissions, and a referral bonus program. A prompt, efficient turnaround will reduce the cost of your conversion and allow your office to return to business as normal in the shortest time frame possible.