| It was confirmed that Charles Schwab and TD Ameritrade are combining (11/25/19). This has no bearing on our firm and we will still manage the accounts in the same manner we previously have. We have had a relationship with both firms for a long period of time and will evaluate possible changes to make sure we have your accounts at the best place for you. Below is a message from TD Ameritrade: ——————————————————————————————————– “As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms. For now, the transaction is subject to customary closing conditions and is expected to close in the second half of 2020. During that time, there should be no impact to how you work with us or TD Ameritrade Institutional. If you have any questions, please feel free to reach out. If you would like to learn more about the transaction, visit www.amtd.com for details.” ———————————————————————————————————- Thank you for your business and Happy Thanksgiving. If you have any questions, please give us a call at 402-371-1160. |
