You will receive a post-conversion statement confirming the assets that transferred to Schwab. However, please note this statement may take several weeks to be generated and delivered after the…
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As your assets transfer to Schwab, your balance in the current (Infovisa) portal will decline accordingly. These movements will be reflected as incoming transfers in your Schwab Alliance portal. This…
Yes, temporarily. Distributions normally scheduled for October 15th will be processed early, on October 3rd. Contributions typically made on the 5th or 15th will be delayed until October 27th.…
If you choose to use Schwab Alliance, you’ll be set up during the account opening process. After the transition is complete, we’ll also provide instructions to access The Trust Company’s new,…
Yes. If you'd like to retain access to historical account documents from the current portal, we recommend downloading those statements before January 2026.
The mail you're receiving from Schwab during the transition are mostly just disclosures and informational in nature. These notices are automatically triggered when paperwork is signed. Your advisor…
No, The Trust Company remains fully independent—there is no ownership change or structural shift taking place. What is changing is the vendor we use for our custodial relationship. A…
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.
No, this change will not impact your investments or how your account is managed. Our investment strategy, team structure, and your advisor relationship all remain the same. The only change is in the…
Absolutely. Your advisor and the Client Service Team you know and trust will remainunchanged and are here to support you throughout the transition.
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
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