Client Support

Our Relationship Management Team is dedicated to providing quality account management to your firm. That's why we establish a Relationship Manager to be your ongoing point person. Whether you are transitioning your assets, building your marketing programs, or boosting your sales efforts, your Relationship Manager will be ready to take you through each process smoothly and efficiently. No matter which part of our organization you need to reach, your Relationship Manager will be effective in getting you the information you need – quickly. Throughout the entire relationship, our team of experts is dedicated to helping you increase your assets, to building your brand, and to responding to your needs – quickly and effectively.

Our Client Services Department consists of FINRA-licensed professionals trained to assist your firm and your clients with any needs you may have. All calls are monitored and recorded to ensure high quality standards. Telephone representatives are available Monday through Friday, from 8:30 AM to 5:30 PM (EST). Calls after hours are automatically connected to our 24-hour system which provides money fund rates and account information through a toll-free number.