Getting Started

Our RIA technology is powerful but designed for simplicity. Whether it’s building portfolios, making trades or reconciling accounts, you can get it all done in one single interface. And we work with you every step of the way to make the move as easy as possible — so that you can get back to doing what you love.

Michael Deveroux, Relationship Manager
Your Conversion Manager
Making the Move
Your Conversion Manager

Transferring all of your assets to a new system can be a daunting task. That’s why for your first six to nine months with Trust Company of America (TCA), you get a dedicated Conversion Manager. 

Your Conversion Manager is your single point of contact at TCA, there to make the transfer process as painless as possible. They begin by getting to know the ins and outs of your business, including how you trade and how you organize your processes. Armed with this knowledge, they’ll help you make the most of our technology, training you and your team and familiarizing you with our policies and procedures.

Throughout the entire transition, we work closely with you to make sure we’re meeting your needs, hitting your target dates and accomplishing your goals.

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Making the Move

Once you’re ready to make the move to TCA, we handle everything for you. It’s that simple.

We fill out all necessary account applications, transfer forms and withdrawal forms. We mail the paperwork to your clients. We ensure all your client accounts on our system are ready to receive their transferred assets. If all accounts are coming from one custodian, we can coordinate a block transfer of any size in a matter of days. 

We can also integrate all historical data from your prior custodian for each account, including cost basis, market values and cash flows. We then provide reconciliation reports to make sure this data is accurate and in sync with your records.

No matter what your conversion needs are, we can make them happen. And we provide you with a dedicated Relationship Manager at the end of the process so that you never stop receiving the personal service you deserve. It’s just one of the ways TCA makes your life as an RIA simpler and more enjoyable.

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