How are changes made to Existing Fidelity, Schwab or TD Waterhouse Accounts? 
Of course, the documentation varies depending on the situation. The required forms for the most common situations are identified in the “Which Forms Are Needed for Special Situations?” link in the Relationship Manager’s section. If that information does not solve your question, then contact LCA via email or phone.

What Sales Support does Lindner provide to the Relationship Manager?

The following is a summary of sales support items provider by Lindner:

• A formal presentation binder includes pre-built slide presentations, a sample Investment Policy Statement, sample administrative forms, sample documents and client questionnaires.
  
  
• Lindner’s Client Management Team associates are available to meet with your clients.
  
  
• Lindner’s “Fast-Start” training program provides a comprehensive learning experience for the relationship manager transitioning to fee based sales or the financial professional seeking to expand his level of knowledge. Courses are accepted for C.E. credit.
  
  
• Lindner furnishes sales ideas and marketing support materials to the financial professional throughout the year.

• Clients receive a monthly newsletter personalized for the financial professional.
  
  
• Financial professional website is updated regularly with the latest research and investment news. 

How do I contact Lindner Capital Advisors, Inc. for more information?

Phone: (770) 977-7779 or (800) 229-4306

Email:  Sales@lcaus.com

Website: http://www.lcaus.com/

Who should I contact for additional information?
Newton Gill, National Sales Manager