The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
Upgrade Your
Clients’ Experience,
Without Disrupting
Your Business.
Upgrade Your
Clients’ Experience,
Without Disrupting
Your Business.
Upgrade Your
Clients’ Experience,
Without Disrupting
Your Business.
Transition your clients in minutes with Zoe’s proprietary technology, minimizing disruption, maximizing trust, and quickly unlocking the full benefits of our platform for your clients.
Transition your clients in minutes with Zoe’s proprietary technology, minimizing disruption, maximizing trust, and quickly unlocking the full benefits of our platform for your clients.
Transition your clients in minutes with Zoe’s proprietary technology, minimizing disruption, maximizing trust, and quickly unlocking the full benefits of our platform for your clients.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's , balance, or return.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's , balance, or return.
Transition Every Client In a Few Clicks
Transition Every Client In a Few Clicks
Connect your current custodian’s data feed directly into Zoe.
Connect your current custodian’s data feed directly into Zoe.
Client and account details auto-populate—no manual entry required.
The information in the visuals above is for illustrative purposes only
and does not represent an actual user's , balance, or return.
A Streamlined Client Experience
A Streamlined Client Experience
Clients review and approve new accounts and transfers in one seamless, digital form.
No duplicate requests, no endless back-and-forth.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Built-In Accuracy and Risk Control.
Built-In Accuracy and Risk Control.
Zoe automatically flags errors or missing details during the upload.
Reduce manual corrections and operational risk.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only
and does not represent an actual user's , balance, or return.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's , balance, or return.
Dedicated Client Service Team
Dedicated Client Service Team
Our service team can guide you step-by-step or handle the custodian transition on your behalf.
Prefer us to handle it? We can take care of the process for you, start to finish.
The information in the visuals above is for illustrative purposes only and does
not represent an actual user's , balance, or return.
Transition Every Client In a Few Clicks
Connect your current custodian’s data feed directly into Zoe.
Client and account details auto-populate—no manual entry required.
The information in the visuals above is for illustrative purposes only
and does not represent an actual user's , balance, or return.
A Streamlined Client Experience
Clients review and approve new accounts and transfers in one seamless, digital form.
No duplicate requests, no endless back-and-forth.
The information in the visuals above is for illustrative purposes only
and does not represent an actual user's , balance, or return.
Built-In Accuracy and Risk Control.
Zoe automatically flags errors or missing details during the upload.
Reduce manual corrections and operational risk.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
The information in the visuals above is for illustrative purposes only
and does not represent an actual user's , balance, or return.
The information in the visuals above is for illustrative purposes
only and does not represent an actual user's , balance, or return.
Dedicated Client
Service Team
Our service team can guide you step-by-step or handle the custodian transition on your behalf.
Prefer us to handle it? We can take care of the process for you, start to finish.
“Transitions have always been one of the biggest pain points for RIAs. They disrupt business operations and can make advisors hesitant to move onto better platforms. With Bulk Transitions, we’ve turned a process that used to take weeks into one that can be completed in just a few days.”
“Transitions have always been one of the biggest pain points for RIAs. They disrupt business operations and can make advisors hesitant to move onto better platforms. With Bulk Transitions, we’ve turned a process that used to take weeks into one that can be completed in just a few days.”
“Transitions have always been one of the biggest pain points for RIAs. They disrupt business operations and can make advisors hesitant to move onto better platforms. With Bulk Transitions, we’ve turned a process that used to take weeks into one that can be completed in just a few days.”
- Dillon Ferguson VP of Product.
- Dillon Ferguson VP of Product.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial does not guarantee the timing, success rate, or client retention outcomes of custodian transitions. Actual transition experiences depend on client consent, custodian processing times, and account characteristics. Fidelity, Schwab, and other custodians referenced are independent companies not affiliated with Zoe Financial. All transfers are subject to applicable custodian rules, ACAT system processes, and regulatory requirements. Past experiences of advisers may not be representative and do not guarantee future results.
Fidelity® is a registered trademark of Fidelity Investments companies of FIAM LLC,. Zoe Financial is not affiliated with, endorsed by, or sponsored by Fidelity.
Charles Schwab® is a registered trademark of Charles Schwab & Co., Inc. Zoe Financial is not affiliated with, endorsed by, or sponsored by Charles Schwab.
Wells Fargo® is a registered trademark of Wells Fargo & Company. Zoe Financial is not affiliated with, endorsed by, or sponsored by Wells Fargo.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial does not guarantee the timing, success rate, or client retention outcomes of custodian transitions. Actual transition experiences depend on client consent, custodian processing times, and account characteristics. Fidelity, Schwab, and other custodians referenced are independent companies not affiliated with Zoe Financial. All transfers are subject to applicable custodian rules, ACAT system processes, and regulatory requirements. Past experiences of advisers may not be representative and do not guarantee future results.
Fidelity® is a registered trademark of Fidelity Investments companies of FIAM LLC,. Zoe Financial is not affiliated with, endorsed by, or sponsored by Fidelity.
Charles Schwab® is a registered trademark of Charles Schwab & Co., Inc. Zoe Financial is not affiliated with, endorsed by, or sponsored by Charles Schwab.
Wells Fargo® is a registered trademark of Wells Fargo & Company. Zoe Financial is not affiliated with, endorsed by, or sponsored by Wells Fargo.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial does not guarantee the timing, success rate, or client retention outcomes of custodian transitions. Actual transition experiences depend on client consent, custodian processing times, and account characteristics. Fidelity, Schwab, and other custodians referenced are independent companies not affiliated with Zoe Financial. All transfers are subject to applicable custodian rules, ACAT system processes, and regulatory requirements. Past experiences of advisers may not be representative and do not guarantee future results.
Fidelity® is a registered trademark of Fidelity Investments companies of FIAM LLC,. Zoe Financial is not affiliated with, endorsed by, or sponsored by Fidelity.
Charles Schwab® is a registered trademark of Charles Schwab & Co., Inc. Zoe Financial is not affiliated with, endorsed by, or sponsored by Charles Schwab.
Wells Fargo® is a registered trademark of Wells Fargo & Company. Zoe Financial is not affiliated with, endorsed by, or sponsored by Wells Fargo.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved