We make the transition of a new broker into your firm a whole lot easier.

About Us
Using Broker to Broker is simple. We are like an instant off-site staff to handle this often burdensome process.

Broker to Broker prepares Automated Customer Account Transfer (ACAT) forms and other necessary documents for clients on behalf of advisors who are moving to a new firm. Our Third Party Logistics (3PL) services warehouse your marketing materials and package them in your mailings on demand. Mailings can be sent directly to the clients or to the coordinating office for distribution

We do the work for you. We tackle the critical task of preparing mailings that the broker sends to their clients announcing their move to your firm.

Broker to Broker eases the concerns brokers and their clients have about the transition process. We provide a professional first impression of your firm to your new broker’s clients, thereby enhancing recruiting and client retention success.

What are the benefits of using a service such as ours?