How long does it take to transfer an account to Redwood Financial Technologies LLC?
At Redwood Financial Technologies LLC we are committed to activating all of your accounts as quickly as possible. However, some account types have a longer approval process than others. Generally speaking, individual and joint accounts are the easiest to process and can usually be available for trading the next business day. To help make the account transfer process easier, Redwood Financial Technologies LLC provides access to a number of forms which you can download online. Please visit our Account Center. As you would expect, once an application is submitted, Redwood Financial Technologies LLC’s application review process checks a variety of pre-set criteria. We provide this review as a safeguard to your specific needs as well as satisfying our requirement as a member of the National Association of Securities Dealers (NASD). There is not any set formula for evaluating customer data and may vary from firm to firm.