TD/Schwab Merger – Designating Account Beneficiaries

Designating beneficiaries is an important financial decision that can save your loved ones precious time and energy down the road. In this video, Alexandra Gannon demonstrates how you can designate your beneficiaries online via the Schwab Alliance platform.

For more information on the transition, please click the link below to visit the Schwab Client Learning Center.

Disclosure: These materials have been independently produced by Focused Wealth Management. Focused Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Focused Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.