Conversion Managers

We understand one of the biggest barriers to switching custodians is the conversion of assets, which is why we make this process as easy as possible. 
No matter what your conversion needs, we can make them happen.
Christina Pischel, Sr. Conversion Manager
Your Dedicated Conversion Manager
Making the Move
A Smooth Transition
Your Dedicated Conversion Manager
Transferring all of your assets to a new system doesn’t have to be a daunting task. For your first 6–9 months with Trust Company of America (TCA), you get a dedicated Conversion Manager who works directly with you to ensure a smooth transition of your business. 
 
They begin by getting to know the ins and outs of your business, including how you trade and how you organize your processes. Armed with this knowledge, they’ll help you make the most of our technology, training you and your team, familiarizing you with our technology and procedures, and even handling all the necessary paperwork.
 

 

Conversion Manager
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Making the Move
Once you’re ready to make the move to TCA, we handle everything for you. Your Conversion Manager fills out all necessary account applications, transfer forms and withdrawal forms. We mail the paperwork to your clients and ensure all your client accounts on our system are ready to receive their transferred assets. If all accounts are coming from one custodian, we can coordinate a block transfer of any size in a matter of days. 
 
We can also integrate all historical data from your prior custodian for each account, including cost basis, market values and cash flows. We then provide reconciliation reports to make sure this data is accurate and in sync with your records.
 
 
Making the Move
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A Smooth Transition
At TCA, personal attention doesn’t stop once you’ve converted. Your Conversion Manager continues to support you for another two quarters after your transition, and a Relationship Manager  joins in for the second quarter. This ensures that your Relationship Manager, who will be your personal point-of-contact for anything you need in the future, can get to know your business and smoothly take over the management of your partnership. 
 
Smooth Transition
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