It's not just about adding a BIC Exemption to your new account opening workflow and hoping for the best. Learn how Agreement Express can help you build a trail proof into every process, while enabling advisors to build lasting relationships with clients. Book a call with us to learn more.
"The best firms are going to utilize the coming of this rule to both comply and to potentially adapt their business to compete in what may be a much different environment moving forward."Tom Corra, Chief Operating Officer, Fidelity Clearing and Custody Solutions