We strive to create a smooth and streamlined onboarding process for our advisors and their teams. We work to transition your book of business with as little disruption as possible, by keeping you organized and prepared.
In addition to our comprehensive onboarding process – led by our dedicated transition specialist – our elite service team will provide you with white glove service from start to finish.
This guide is designed to provide advisors and their teams with what they can expect throughout the entire onboarding journey.
This step in the onboarding journey will take place prior to your U4 transfer to Trek. At this time you will begin to receive access to a couple of key systems through which you will need to complete several important and time-sensitive tasks:
