Financial Advisors

FINANCIAL ADVISOR SERVICES

  • Provide your existing and prospective clients with the medallion signature guarantees they need on an immediate basis. 
  • Avoid your prospective clients having to visit banks (where they will be pitched competing products) to obtain their medallion signature guarantees. 
  • Advisor Medallions can provide medallion signature guarantees for all types of transfers, including but not limited to rollovers, share deposits, annuities,  trust transfers, transfers on death, beneficiary designations, new account openings, death-related transfers, 529 plans, etc. 
  • Advisor Medallions aims to complete medallion signature guarantees for your clients within 24 hours of receipt of necessary information. Scroll down to view packages.

INDIVIDUAL ADVISOR PlanS

ADVISOR US BASIC

$379.00

Includes:

  • 5 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $75 each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost
  • 3-months minimum




Select Plan

ADVISOR US GOLD

$549.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion guarantees $5o each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost






Select Plan

ADVISOR INTERNATIONAL**

$879.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $50 each
  • Medallion signature guarantees provided to US and Non-US citizens
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**Advisor International is available to US based financial advisors and attorneys with International clients.

For Internationally based corporates/attorneys/advisors, please call for individual plans.

INDIVIDUAL ADVISOR PlanS

ADVISOR US BASIC

$379.00

Includes:

  • 5 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $75 each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost
  • 3-months minimum
Select Plan

ADVISOR US GOLD

$549.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion guarantees $50 each
  • Medallion signature guarantees provided only to US citizens
  • Document delivery billed at cost



Select Plan

ADVISOR INTERNATIONAL**

$879.00

Includes:

  • 10 medallion signature guarantees per month (no cost)
  • Additional medallion signature guarantees $50 each
  • Medallion signature guarantees provided to US and Non-US citizens
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**Advisor International is available to US based financial advisors and attorneys with International clients.

For Internationally based corporates/attorneys/advisors, please call for individual plans.

CORPORATE PlanS

MULTIPLE ADVISORS BASIC

$999.00

Includes:

  • Plan includes access for 5 authorized advisors
  • Up to 25 total medallions a month (no cost - 5 per advisor)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost




Select Plan

mULTIPLE ADVISORS GOLD

$1,499.00

Includes:

  • Plan includes access for 10 authorized advisors
  • Up to 50 medallions per month (no cost - 5 per advisor - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



Select Plan

MULTIPLE ADVISORS PLATINUM

$2,499.00

Includes:

  • Access for 25 authorized advisors to obtain medallions
  • Up to 125 medallions per month (5 per advisor no cost - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



Select Plan

*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**For organizations that require customized plans, please call us.

***Corporate plans are available to US based organizations only. For International plans, please call us.

CORPORATE PlanS

MULTIPLE ADVISORS BASIC

$999.00

Includes:

  • Plan includes access for 5 authorized advisors
  • Up to 25 total medallions a month (no cost - 5 per advisor)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



mULTIPLE ADVISORS GOLD

$1,499.00

Includes:

  • Plan includes access for 10 authorized advisors
  • Up to 50 medallions per month (no cost - 5 per advisor - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost

MULTIPLE ADVISORS PLATINUM

$2,499.00

Includes:

  • Access for 25 authorized advisors to obtain medallions
  • Up to 125 medallions per month (5 per advisor no cost - interchangeable)
  • Includes medallions for US and Non-US Citizens
  • Dedicated Customer Service
  • Document delivery billed at cost



*Transactions with transfer values over $1 million are handled on a "quoted" basis.

**For organizations that require customized plans, please call us.

***Corporate plans are available to US based organizations only. For International plans, please call us.

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