Introducing AccountCompare

Make account type recommendations that are in your client’s best interest. AccountCompare offers a step-by-step process that eliminates complexities when making advisory and brokerage account recommendations.

Regulation Best Interest requires that dually registered individuals consider different types of accounts and different types of account features, products and services when making best interest recommendations.

AccountCompare makes it easy for financial professionals to analyze account type recommendations for advisory and brokerage accounts based on:

- Client profile and suitability
- The number of assets transferred in
- Client needs such as their preferred reliance on their financial professional
- Key transactional factors such as early withdrawal penalties, fees, and/or tax implications