Repaper your book onto any custodian, in days
Moving a book is a paperwork problem, whether you change firms, custodians or both. A new custodian means fresh account forms and a transfer of assets for every household over the ACATS rail. Staying at your custodian still means an advisor change form there and the full set of new firm paperwork. Either way, a not-in-good-order rejection resets the clock each time a field is off. FastTrackr is the purpose-built platform for advisor transitions. It prepares the data and the forms so the move runs in days, not months. We support Fidelity, Charles Schwab, Goldman Sachs and SEI. BNY Pershing is coming soon. Pick your custodian to see how.
Charles Schwab
New-account applications, transfer of assets forms and firm paperwork for every household, prepared and checked so the ACATS move to Schwab runs clean. Staying at Schwab and changing firms? The LPOA too.
Moving to Charles SchwabFidelity
A transfer of assets to Fidelity proceeds only once the paperwork is in good order. FastTrackr prepares it so it lands right the first time, including the Advisor Change form when you change firms and stay at Fidelity.
Moving to FidelitySEI
Full repapering onto SEI: new-account paperwork and transfer forms for every household, prepared and checked so accounts open in good order the first time. Staying at SEI and changing firms? The Advisor Change form too.
Moving to SEIGoldman Sachs
FastTrackr structures every household and account and hands the data back in Goldman’s own required format, ready to upload into Goldman’s onboarding workflow.
Moving to Goldman SachsBNY Pershing
Coming soonComing soon. We’re testing it internally. How accounts open and assets move through NetX360+, and where Pershing paperwork goes not-in-good-order.
Moving to BNY PershingNot sure which custodian yet, moving between two of them, or staying where you are? The transition platform handles the whole repapering workflow wherever the book lands.
See the full transition platform