As you may already know, TD Ameritrade and Charles Schwab recently underwent a merger, which resulted in Charles Schwab becoming one of the world’s largest asset managers. To ensure that all your information is up to date, please take a minute to review your new Schwab account online via the Schwab Alliance platform. If you have any questions, please feel free to reach out to your trusted team at Focused Wealth Management.

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.