Transition Services

An efficient transition to a new clearing firm can be vital to building the foundation for a successful long-term relationship. From the day you decide to clear through Raymond James, our Correspondent Services will take the lead in a seamless transition to our platform and services avoiding unnecessary delays. A transition consultant will personally assist you with the important details from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology and training to continue serving clients.

Your transition consultant will be your liaison to the support professionals at the home office, coordinating timely, responsive assistance from each business area essential to making your transition a success: Technology Services & Training, Marketing and Operations. Your consultant will take ownership and ensure your transition is smooth and worry free.

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