August Client Alerts

Happy (almost) Autumn!

We hope you’re enjoying these final summer days! As we head toward the end of August, clients and 401k plan participants, please note the following alerts and notifications:

Service Hours

U.S. investment markets, banks, and government offices are closed on Monday, September 4 in observance of Labor Day. Our office is also closed in observance starting Saturday, September 2 through Monday, September 5. We will resume normal office hours on Tuesday, September 5.

Charles Schwab / TD Ameritrade Merger

The final merger of Charles Schwab and TD Ameritrade will be THIS WEEKEND, September 2-4. Here is what is taking place:

We’ve already entered the blackout period where no new account administrative tasks can be performed on your accounts at TD Ameritrade until after the merger.
All client accounts currently at TD Ameritrade will be moved over the Labor Day weekend to Charles Schwab. During this time, your account(s) may become un-viewable on either website. This is anticipated and expected and does not mean anything is wrong.
As of Tuesday, September 5, your accounts will be set up to be viewed on the Charles Schwab website. TD Ameritrade’s website will be shut down and re-routed to Schwab.
Our client portal for our Schwab / TDA clients will be unaffected and there should be no interruption in your data.

Please reach out to our office if you have any questions or difficulty accessing your accounts next week. We limited the appointment calendar next week to give us extra service hours to manage any difficulties with the merger, and will of course alert our clients to any broadly-occurring issues (we don’t expect any).

That’s all for now! Enjoy your long weekend!

Jeremy, Austen and the team at nVest Advisors

nVest Advisors2023-08-28T13:03:44-06:00August 28th, 2023|

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