Weekly Strategy PERFORMANCE

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Weekly performance reports

3rd Quarter | 2020

Quarterly recap
What’s happening at FPI
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Schwab acquires TD Ameritrade

Charles  Schwab recently completed its acquisition of TD Ameritrade. We have been assured that this change in ownership will not affect our management of client  accounts at this time, as Schwab Advisor Services and TD Ameritrade Institutional  will remain separate custodians until the account conversion is complete, which is expected to take between 18 and 36 months. For more information, please read  Schwab’s announcement about the acquisition, available here. If you have any  questions, please contact our Client Services team at 800-347-3539, extension 1.

Important announcements from E*Trade Advisor Services

Morgan Stanley acquires E*Trade Advisor Services 
Morgan Stanley’s acquisition of E*Trade Advisor Services has been in the works for several months. We recently received an announcement about the completion of the transaction along with the company’s FAQ, available here. If you have any questions or would like to learn more, please contact our Client Services team at 800-347-3539, extension 1.

Account address changes 
To protect the safety of client account data, E*Trade will no longer accept client address, email, and phone number changes by email. E*Trade will require either a signed Letter of Instruction or the completion of the Change of Address form, available here.

Trusted contact person 
E*Trade has added the Trust Contact Person feature to client accounts. The account owner can designate a trusted contact person as the authorized party for E*Trade Advisor Services to contact and disclose information to if there is a concern about their account. The trusted contact person cannot view account information, execute transactions, or inquire about account activity. The trusted contact person may be asked to confirm the client’s current contact information if they are unreachable, confirm the account owner’s current health status, or be notified of any possible financial fraud. The form to add a trusted contact person is available here.

Liberty access for new accounts 
E*Trade Advisor Services will no longer use the client account number as the username for access to Liberty. New clients will receive a temporary username in their welcome letter. Once a client is logged in to Liberty, they can change their username and update their password.

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