As we get closer to the transition of our clients’ investment accounts from TD Ameritrade to Schwab scheduled to take place over Labor Day weekend, we will host two Schwab Client Days at our office in August to assist any clients who would like help setting up new Schwab logins in advance of the transition (this will be part of the transition process and you will receive notification from Schwab when it is time to do this).

Please make a note of the following dates and register below for a date and timeframe when you would like to stop by to ensure your new logins are set up correctly. We recommend bringing your laptop or tablet, if you have one. 

Note: We will have shredding bins onsite both days for clients to drop off any items they would like to shred.