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Your 3-Step Onboarding Experience

Welcome to TRDC!

Welcome to TRDC!

Sadly, one of the most common reasons a neglected client does not change firms is the notion that switching is a tedious and difficult process. We understand this and clearly map out the steps we take to make sure your transition to TRDC is one that you will look back on and say,
"Why didn't we do this sooner?"

After we determine that you would be a great fit
for our passion of serving you, here is what you can expect from an Operational Standpoint:

Step 1
(15 Minutes)

The first step is for you to send us current account statements via a secure email that we send to you. During this phase, we also sit down and fill out together a client on-boarding form which includes basic information such as where you live, how long you have been investing, what your liquidity needs are for the accounts and how you would like accounts to transfer in the event of your passing. This process takes approximately 15 minutes and we guide you through the client intake form step by step.

Step 2
(10 Minutes)

We submit your client intake form to LPL Financial and open necessary receiving accounts. Your authorization to create accounts and move assets are done through electronic signatures which upon signing are sent to your TRDC financial advisor for final review. Once accounts are open, and eligible to receive assets, we instruct LPL Financial to initiate the appropriate transfers.


Depending on the type of transfer, it can take up to 30 days for an account to be moved but we typically see transfers within just 2-weeks.

Step 3
(10 Minutes)

After all assets have been reconciled, we send you a link to establish a username and password. Though not necessary, we recommend for your own piece of mind to login to your prior advisor's portal to confirm no assets were left behind. Over the next 30 to 60 days there may be residual dividends etc. that are automatically transferred over to your new accounts at TRDC. After this is completed, we start our 3-Step process as we embark on your fluid financial journey together. 

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