Exchange Authority

Exchange Authority has been assisting clients and their professional advisors throughout the United States on exchange matters and acting as a Qualified Intermediary since Congress adopted the exchange safe harbor regulations in 1991. As a Qualified Intermediary, the Exchange Authority advises and educates their clients on the process, creates all required documents, coordinates the Exchange of funds, and provides full reports at the end of the Exchange. In 2008, Exchange Authority was acquired by Fidelity Cooperative Bank, making it a wholly-owned subsidiary of the bank.