Transition Support
Providing advisors with skilled data management and repapering support for transitions of all sizes.
As a Fidelity-approved vendor, we support advisors moving assets from any custodian (ex. Raymond James, Stifel, Pershing, Wells Fargo) exclusively to Fidelity.
Equipped for any account type
Revocable & Irrevocable Trusts
Donor-Advised Funds
LLCs, LPs, & Corporations
SIMPLE IRAs
Non-Prototype Retirement
Personal Registrations
Traditional, Roth, and Inherited IRAs
Estate
Comfortable with complexity
Transfer of Security-Backed Loans
Transfer of Alternative Investments
Establishment of Periodic Plans
Layered Entities
The Cygnet Difference
Over a decade of Fidelity Wealthscape experience
Equipped for high-complexity client households
Experience working with RIAs, MFOS, and aggregators
Commitment to compliance & data security
Onsite support available
US-based team working from Utah office
Staffed 100% by employees; no contractors
We know transitions are often a once-in-a-lifetime event for advisors, and everything we do is designed to deliver a smooth, high quality experience.
Finalize proposal and sign services agreement
Tell us about your transitions support needs
Begin pre-resignation collaboration
Feel your team’s stress level go down!
Tell us about your transitions support needs
Finalize proposal and sign services agreement
Begin pre-resignation collaboration
Feel your team’s stress level go down!