OnBoarding

The Team TorOso goal is to minimize your transition downtime as much as possible.  In order to do this, we are very hands on during your OnBoarding process.  Prior to your affiliation, we will:

1. Prepare a Step-by-Step Transition Handguide with all of the information you need to be a Independent Financial Group rep
2. Prepare all paperwork needed to transition your client base to Independent Financial Group (Broker Protocol Firms only)
   1. IFG forms
   2. Pershing forms
   3. Direct Business change of broker/dealer forms
   4. Optional Account Maintenance Forms
3. Follow up on all transfers and change requests
4. Provide weekly training on paperwork, compliance and technology systems
5. Help every step of the way with whatever you and your clients need