Schwab Client Information Website

We are quickly approaching the Labor Day weekend and the TD Ameritrade-Charles Schwab & Co. conversion.  We know you are receiving a lot of information regarding the transition, but we thought having a quick link to Schwab’s informational portal on our website might be helpful CLIENT INFORMATION HUB.

Rest assured, we are working closely with Schwab to ensure a smooth transition for our clients.  If you are currently receiving distributions from your TD Ameritrade account, those will proceed as instructed.

If you have a checkbook on your TD Ameritrade account, you will receive a new Schwab checkbook by mid-September; however, your TD Ameritrade checks will serve as a bridge until you receive the new checks and will be honored for 60 days.

Please do not hesitate to reach out to us with any questions about the transition.  We thank you for the opportunity to serve you and for the confidence you place in our firm.