A smooth move
Seamless Transitioning with WestStar
As you on-board with WestStar and Cetera, you’ll benefit from our wealth of experience in assisting financial professionals like you move efficiently, and start strong.
We work diligently to ensure you’re ready to conduct business on day one of affiliation, including transferring state registrations, pre-reviewing business collateral, and ensuring your broker-dealer change is reflected on retail and direct business accounts.
Consent letters will be mailed to clients in advance of the transaction’s completion, and you can use WestStar pre-approved template communications to explain your upcoming move and ensure clients feel confident about it.