We’re your Client Service Team and your quick connection to all of BSW’s resources.
How we support you
We are your single point of contact ensuring your request will be a smooth, no hassle process!
If you have a question or would like to make an appointment, we can help.
Topics covered include:
New Investment Opportunities
BSW Vault and Online Account Setup/Usage
Administrative Paperwork (Account Openings, Transfers)
Should you need money moved from one account to another, we are happy to assist in making it happen.
Examples of typical transfers include:
• Deposits into Brokerage Accounts
• Transfers of Assets into Brokerage Accounts
• Transfers Between Brokerage Accounts
• Transfers from Brokerage to Outside Accounts
• Transfers to Alternative Investment Accounts
• Wire Transfers