NEBA Network is committed to providing the best possible service to our partners and their clients, including streamlining the onboarding process as much as possible. We understand that traditional methods of transferring clients from one brokerage to another can be time-consuming, inefficient, and often result in lost clients. That’s why we leverage digital interfaces with all institutions and product providers to enable your clients to be transferred within hours from their current brokerage to NEBA Wealth Management. Your clients receive a digital form to sign, and our onboarding team takes care of the rest, ensuring a seamless transfer process.