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Medallion Signature Guarantee Services For Your Clients
Advisor Medallions was formed to address the rapidly declining choices for customers in need of medallion signature guarantees for transfers of value. Our primary focus is on providing Legal and Financial professionals with a quick and simple solutions to offer their clients in needs of medallion signature guarantees.
Many traditional providers of medallion signature guarantees, such as banks, no longer offer the service to their clients. Clients are then left to search for the medallion signature guarantees they need from third party providers, which are often hard to find.
This often disrupts the process of transferring assets, accounts and securities as part of larger transactions, such as new account openings (financial advisors) and estate planning process
(Attorneys).
How We Can Help
Your clients usually learn about medallion signature guarantees in the context of completing account transfers, collecting inheritances, transferring securities, rolling over retirement accounts and other types of transactions. They often turn to their banks for the medallion signature guarantees they need and become extremely frustrated when they OFTEN learn that their banks can't help them.
But even worse, they are often "pitched" competing legal and financial advisory products while they are at the bank seeking the medallion signature guarantees the bank no longer provides
By subscribing to Advisor Medallions, you simply refer your clients to our clients portal, and we take care of the rest. We an usually provide your clients the medallion signature guarantees they need within 24 hours. The costs of the medallion are included as part of your subscription.