Heads up for a Negative Response Letter/Email/Contact … Easiest Task Ever to Complete – No Action Required (Clients/Clients Only) …

Posted on June 28, 2023 by | 2 Comments

Over the Labor Day holiday weekend, September 4, 2023 to be exact, the long planned merger of TDAmeritrade and Charles Schwab will occur.

Some time soon (possibly this week), there will be a letter/email/contact in the form of a “Negative Consent” – which basically means we have to do nothing to consent to the merger.

So when you come in contact with this information, feel free to review, but no action is due on your part!

Possibly the easiest task of that day!

Of course if you have questions, please reach out!

Have a Great “Heads Up Negative Consent Letter” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

This entry was posted in Clients/Clients Only, Investing/Financial Planning and tagged . Bookmark the permalink.

2 responses to “Heads up for a Negative Response Letter/Email/Contact … Easiest Task Ever to Complete – No Action Required (Clients/Clients Only) …”

  1. John Kvale CFA, CFP | June 29, 2023 at 11:11 AM |

    HI Meg …

    Absolutely, no changes in any banking such as checks, routing or bank account information. Our actual investment account number will change, but NOT our bank information.

    Have a good day,

    John

  2. Anonymous | June 29, 2023 at 9:43 AM |

    Will I still be able to use my checks for charitable contributions from my IRA after the merge or will I receive new checks?

Leave a Reply