Find out what you can do to make your conversion fast and easy.
Please fill out the short form below to download The RIA's Guide to a Smooth Custodian Change.*
*Required Fields
©2014 Trust Company of America. All Rights Reserved.
Terms and Conditions  |  Privacy

Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.
Trust Company of America, the Trust Company of America logo, TCAdvisor, Liberty, and TCAccess II are registered trademarks of Trust Company of America. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice

Follow us:
*By submitting this form, you are agreeing to be notified via email about Trust Company of America products or services that may be of interest to you.
Read the report and see what our experts have to say about:
  • 5 main reasons RIAs decide to switch custodians
  • 5 questions to ask when choosing a new custodian
  • 20 things you can do to ensure a better experience, including:
    • Gather your information
    • Figure out what forms you'll need
    • Engage your clients
    • Prepare your team
    • Make plans for the new system