Subjects we will cover —
Opening a Direct Account Example Opening a Pershing Account ExamplePrep Work to Speed Up the Account Opening ProcessTips and TricksOur plan is to start the session at 1:00 pm; this is subject to change based on the COP's end time. We will let you know if the start time has changed.
Please register so we can prepare for the session and lunch. No ZOOM meeting link is available for this session. See you there!
Discussion
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