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