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Transitioning to Kingswood

Transition Process

Experience a seamless transition when working with a dedicated Kingswood onboarding team concierge, there with you every step of the way.

Your Timeline

On the introductory call, you will be able to meet your dedicated onboarding concierge that will be available to support you and answer all of your questions as you progress through the stages of the transition.

Your concierge will handle and ensure that your securities and insurance licenses, state registrations, and advisory registrations successfully transfer to Kingswood U.S.

You and your concierge will work together to ensure that all of your client accounts transfer. Also, they will work with you to inform your clients regarding the positive change you have made.

Once you are set up to begin working with your clients through our systems, our team will teach you how to navigate our technology, set you up with the necessary trainings if needed, and ensure that you are properly ready to service all of your clients' needs. Our goal is to eliminate the learning curve as much as possible by utilizing the best technologies available.