2023 Transition Letter

Kent G Forsey, CFP®I Alan D Cox, MBABlog, Charles Schwabb acquired TD Ameritrade Institutional, Company Updates, Hillspring Financial

Dear Clients, As many of you are aware, Charles Schwab acquired TD Ameritrade Institutional in November 2019.  Over the last 3+years, the two companies have been behind the scenes in preparation for a full client transition scheduled to be completed over the 2023 Labor Day Weekend. Please rest assured that this transition will have no impact on Hillspring Financial, Inc.’s …