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1st Quarter | 2023

Quarterly recap
What’s happening at FPI
Plan ahead: Office closed on June 19

Our office will be closed on Monday, June 19, in observance of the Juneteenth holiday and market closure. Clients can log in to www.ontargetinvesting.com at any time to access daily account information, quarterly statements, and more. Regular office hours will resume on Tuesday, June 20, along with the Weekly Update.

Keeping you informed: Schwab/TD Ameritrade conversion

Keeping you informed: Schwab/TD Ameritrade conversion

As we get closer to the transition of TD Ameritrade business to Schwab Advisor Services, here are some things you need to know:

  • August 18, 2023: New accounts cannot be opened at TD Ameritrade. 
    No changes (i.e., address changes) can be made to a TD Ameritrade account. No transfers in or out of TD Ameritrade will be accepted after this date. 
    Flexible Plan will not accept strategy changes on TD Ameritrade accounts after August 18, 2023. Strategy changes will resume after the conversion to Schwab is completed Tuesday, September 5, 2023.
  • May 19, 2023: Upcoming client communications and additional steps to take beginning May 19 when opening new accounts with TD Ameritrade can be found here.
    Current TD Ameritrade clients will receive a Consent to Transfer Letter at the end of June 2023. This notice will be sent based on the client’s account delivery preferences (email or mail).
    After May 19, a signed Consent to Transfer Letter will be required on all new account paperwork and accounts currently in progress. Forms will be updated to reflect the Consent to Transfer language on May 10, 2023.

Current TD Ameritrade clients should establish a user ID for AdvisorClient.com. This will help ease the transition to Schwab Alliance. For more information, see the announcement from TD Ameritrade.

The Schwab/TD Ameritrade conversion is scheduled for Labor Day weekend 2023.

We will keep you updated on this conversion as more information becomes available.

FPI summer hours: June 2–September 29

To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from June 2 through September 29 to allow our staff to enjoy more of Michigan’s great summer.

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