We will be using the Mint Hill Monthly to communicate pertinent updates and information relating to your financial life. For the month of April, we have two quick items:
1) Keeping your information up to date and accurate. Each year our firm sends an email requesting your review and completion of the Mint Hill Client Update Form. This form gives you an opportunity to review the data we have on file for you, and confirm the information is current with the changes in your life. If you haven’t received this email already, please keep an eye out for it in the months ahead. This email will come from our COO Matt Lessman, and in most cases, should take 5-10 minutes.
2) Setting up login credentials if you hold accounts at TD Ameritrade. As we shared in March, TD Ameritrade and Charles Schwab plan to merge under the Schwab Alliance platform in early September 2023. For our clients holding TD Ameritrade accounts, we recommend setting up login credentials (if you haven’t already) through TD Ameritrade’s platform at AdvisorClient.com. This will make it easier to setup credentials on the Schwab Alliance platform once it becomes available, and also give you access to updates from Schwab throughout the transition. Our team will, of course, be keeping you updated throughout the process as well.
As always, please reach out with any questions or if we can be a resource to you!
Warm regards,
Tyler Anderson, CFP®
President
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