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Account Placement
You may retain our services and place accounts with us whenever you deem necessary. We make sure the procedures for transferring information are easy and secure. Electronic Account Transfers can be made in either Excel or ASCII format. Let us know how you maintain your files. We can accommodate most every situation.
- Place accounts online using the form below.
- Click here for a printable form*. Fax it to us at (570)307-2275, along with any supporting documents.
- Call 877-334-FLEX for a customized file transfer solution to fit your needs.
*Requires Adobe® Acrobat Reader
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Professional Affiliations



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