KFR Transitions Broker-Dealer and RIA firms
Client Action Needed, Watch Video for Details
We need your help re-registering your existing accounts by signing new Broker-Dealer and RIA paperwork. Since all of your information is on file with KFR, we will be completing a majority of the paperwork on your behalf. After we complete the required paperwork, we will share it with you via email and ask for your signature using Docusign. If you are uncomfortable providing your signature using Docusign, we can deliver hard copies for your signature instead. If you have any questions as we work through this transition, please reach out to use so we can address your needs.