We'll need written authorization from your compliance department to open your Finch account.
Please ask your compliance department to complete and send us either Form 407 or letter 3210.
The quickest method to send us your letter is by emailing us at support@finchmoney.com.
If your firm prefers to mail this letter, please send it to:
Trio Financial Technologies, Inc.
43 W 23rd Street
New York, NY 10001
Your firm may also require us to send them duplicate 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.