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Can Broker-To-Broker handle broker/dealer changes for Mutual Funds and Annuities held outside the brokerage firm?

April 26, 2017annuities broker broker-to-broker brokerage changes Dealer held Mutual funds outside

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Can Broker-To-Broker handle broker/dealer changes for Mutual Funds and Annuities held outside the brokerage firm?

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Yes we can. Simply provide us with information about those products and we will process those products. You may also opt to have us prepare account paperwork, so that you can open brokerage accounts in which to network these products.