Faxing Statements

8 replies [Last post]
bspears's picture
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Joined: 2006-11-08

Bill, If you have someone in your office who is wanting to move their brokerage acct and we call the office they're leaving to have statements faxed to my office, do they have to fax the statements, or can they deny the customers request????

troll's picture
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Joined: 2004-11-29

You mean you want them to break the law?

bspears's picture
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Joined: 2006-11-08

Not sure what you mean Stan. 

vbrainy's picture
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Joined: 2006-07-26

Now that is the type of information this forum was created for.

bspears's picture
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Joined: 2006-11-08

Thanks Bill.

bspears's picture
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Joined: 2006-11-08

Actually Bill, the client was in my office to transfer their accts.  They didn't have new enough statements, so we called over to the old office.  I put them on speaker and had them ask the office to fax their most current statement to us at my office.  He promptly said he wasn't able to do this and hung up. 

blarmston's picture
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Joined: 2005-02-26

Well I guess that further reinforced to your new client why they should be moving their accounts to you...

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