Skip navigation

LPL Financial Institutional Services

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Mar 27, 2012 12:31 pm

Moving from a wire to a bank using LPL FIS.  Thoughts on the transition (transition cash, platform, deposit base, current investment book)?  What are the must knows in moving this forward?