Your investment strategy and account features will not change unless we discuss and agree on a new approach together. Our goal is to ensure that your portfolio continues to align with your financial goals, risk tolerance, and time horizon.
As part of the transition, your accounts will be moved to a new dealer. While the platform might look slightly different, the core features of your account—such as investment options, performance tracking, and reporting—will remain consistent.
If there are any changes that could benefit your investments, we will review them with you and seek your approval before implementing anything.
Please feel free to reach out if you have any questions or concerns—I’m here to make this process as smooth and transparent as possible for you.