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An Update Regarding the Transition of Your Wealth Account(s)

Sent on July 7, 2022

As noted in our recent communication, we are excited about our new strategic relationship with BNY Mellon | Pershing. We are confident this will allow us to best serve you and your financial needs going forward.

To help ensure you have the latest information and resources regarding the transition at your fingertips, we’ve developed an online resource page you can access anytime, anywhere. Over the coming months, the resource page will include:
  • The latest information regarding the transition, including the transition timeline 
  • How the transition to BNY Mellon | Pershing will benefit you
  • Guides and resources to help you understand different components of the transition 
  • Frequently asked questions 
  • A library of all the communications we send you 
  • And more!
Transition Timeline

The transition is currently planned for September 30, 2022. Below are several upcoming key milestones for the transition:

Now through August 31, 2022

Once your paperwork is ready, I will reach out to review it with you. This could happen any time between now and the end of August. We can also discuss any questions or concerns you have about the transition.

September 2022

We will work with BNY Mellon | Pershing to finalize all client paperwork and begin preparing assets for transition. On September 30, 2022, we will transition client assets to BNY Mellon | Pershing. More information regarding the actual transition will be included in future communications.

What To Expect

No action is required by you at this time. As your paperwork is prepared and ready to review, I will reach out to you directly. Once we finalize and process your paperwork, we will open your account(s) at BNY Mellon | Pershing and you will begin to receive a series of automated communications. View more details on these communications on our client resource page. Note: your assets will not transition until September 30, 2022.

We will continue to communicate over the coming months to ensure a smooth transition with as minimal disruption as possible. As always, please reach out to me should you have any questions or concerns.