Broker to Broker prepares the Automated Customer Account Transfer (ACAT) forms and other necessary documents for clients on your behalf when you are moving to a new firm. Mailings can be sent directly to your clients or to the coordinating office for distribution.

Your needs are the foundation of our services, and those needs can vary widely. Each project will be customized to satisfy your individual requests and make the best possible presentation to your clients.

Below is an overview of the services we provide in the process of creating and fulfilling your mailing projects: