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Resources for Visiting a

Moors & Cabot office*

 

Special Policies for these Unusual Times

 

During these unusual times, Moors & Cabot has special measures in place to protect you and our staff.  Currently, we are allowing clients to visit a select number of our offices, provided some actions are taken.

 
*Offices Currently Allowing Client Visitation

Currently, we are allowing visitors to the following offices,  Please check with your Financial Professional as the list of offices is subject to change at any time.

 
Process and Policies

 

  1. All visits must be scheduled in advance.  Please contact your Financial Professional to schedule your visit.

  2. In most cases, your Financial Professional will be waiting at the entrance to the office to escort you.  However, please be prepared to call them upon your arrival.

  3. Visitors will be limited to the conference room in each office.

  4. Social distancing within conference rooms and masks will be required.

  5. You must complete a simple health attestation, within 24 hours of your scheduled visit. 

    Click here to complete the online form​​
    (Recommended)

    OR...

    Click here to print and complete a paper version of the form
    (Please Print, Sign and Bring it with you)

To ensure the safety of its employees and other visitors, Moors & Cabot would appreciate notification if any visitors become diagnosed with COVID-19 up to two weeks after a scheduled visit.

© 2020 by Moors & Cabot

Moors & Cabot Inc., member New York Stock Exchange, SIPC, FINRA

One Federal St., 19th Floor, Boston, MA 02110

info@moorscabot.com  |   +1.800.426.0501

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SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).
Explanatory brochure available upon request or at www.sipc.org.