eLaunch

Experience the Award-Winning* Transition Tool

No Paper Required


eLaunch is a transitioning advisor’s dream, offering the powerful capability to license and register quickly and efficiently through this online resource. What was once a myriad of acknowledgment and disclosure forms, compliance forms, multiple signatures, etc., is now gone, and you can complete your entire licensing & registration packets in a matter of minutes. Not only does eLaunch license and register—it also sets up your bank account for direct deposit of your weekly commissions.

The following steps outline your eLaunch transition. Once complete, you will be acclimated to our support teams, ready to assist you with their white-glove service.

1

Complete our electronic Business Questionnaire, sign the e-signature page and return it with your corresponding supporting documents.

2

You will receive the licensing and registration tool, eLaunch, to submit all your related licensing needs to get quickly licensed and registered with Summit.

3

Through a customized system, you can re-paper all client accounts at one time, efficiently preparing new paperwork to capture all lines of business and manage form generation through one system.

"We brought over four advisors to Summit which had 25-35 state registrations per advisor. The system was quick, easy and smooth. This allowed us to focus on our clients and not waste time on licensing and registration."

John Meany New Jersey

* Summit was awarded top honors in the Transition Support category at the 2016 WealthManagement.com Industry Awards.