We'll need written authorization from your compliance department to open your Finch account - either Form 407 or Letter 3210.
The quickest method to send us these documents is by emailing us at firstname.lastname@example.org.
If your firm prefers to mail them please send it to and let us know to expect them:
Trio Financial Technologies, Inc.
43 W 23rd Street
New York, NY 10001
Your firm may also need us to send them duplicate trade confirmations and statements (pursuant to FINRA Rule 3210 and/or NYSE Rule 407).
Please let us know if they require these.
If your firm would like to see the details of our services, you can direct them here.