2023 Transition Letter

Kent G Forsey, CFP®I Alan D Cox, MBA Blog, 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 …