Why are you transitioning to a new custodial platform? We’ve chosen Schwab Advisor Services due to its advanced technology, enhanced data security, and strong alignment with our ongoing commitment to delivering exceptional client service. How will this affect my account access? You’ll enjoy an upgraded, more intuitive client portal. We’ll provide step-by-step instructions and your login credentials as part of the transition. Is any action required on my part? Yes. Please review and sign the updated account documents included with this notice, as required by Schwab. We’ll guide you through the process to ensure a smooth transition. Will this impact my investments or how my account is managed? No. Your investment strategy, financial plan, and advisory relationship will remain the same. Are there any changes to my account’s contributions or distributions? No changes. Scheduled distributions and contributions will continue as usual. Duringonboarding, you may need to complete some brief paperwork to reaffirm thesearrangements. Will I continue working with the same advisor and team? Absolutely. Your advisor and the Client Service Team you know and trust will remainunchanged and are here to support you throughout the transition. Will my fees be affected? No. Your current fee structure will remain exactly the same. Who should I contact with questions? Your Client Service Team is always here to help. Please feel free to reach out with anyquestions or concerns.
