Here at Transition Assistance we allieviate you and your staff from the burden of processing new account forms.  Each brokerage account can have a minimum of four forms and with over a hundred or more accounts this can be an extremely time consuming venture. We can process your transition paperwork faster and more efficiently for half the price.  Your client data never leaves our office and is returned to you along with all of your transition forms.  We do not store or copy your information in any way.