NOTICE - EFFECTIVE MARCH 3, 2012
Our clearing firm, Mesirow Financial, has been acquired by RBC Correspondent
Services (RBC). RBC will provide us with a larger suite of products and
services to assist us in servicing your investment needs.
What this means to you:
- Your account will continue to be serviced by BestVest Investments and your
financial advisor, there is no change in your relationship with us. We remain
an independently owned company. Our clearing firm is changing.
- Your account will be carried and cleared by RBC effective March 3, 2012.
- You will be receiving a package from RBC the week of February 12th which will
contain new account forms that we will need to be completed and returned to
BestVest. This package will also contain your account number with BestVest at
- We will need you to return any forms as soon as possible to us so we may
continue to efficiently process your transactions.
- If you use our on line trading services,
you will need to register with our Client WebLink site by
- If you use our on line account access without
trading, you will need to register with our Investor Connect site at
and click on "register now" on left navigation panel.
We appreciate the trust you have placed in us to service your investment needs
and look for to our continued relationship and do apologize for this
Please feel free to call your financial advisor or our main office
(1-800-434-1776) with any questions.
James W. O'Connor