We have moved mountains over the last 6 weeks to re-paper all our client’s accounts and transfer their money to our new custodian Charles Schwab. While we are very proud of the hard work our office staff has put in to accomplish this feat, we are also very thankful for the quick response of our clients and the trust they have in Wealth Advisors Group. This quarter we wanted to share where we are in the Charles Schwab transition and a few items that may impact our client’s accounts over the next few months, as well as some new technology we have gained via the move.

In this edition:

  • WAG on the Move: Schwab Transition Summary
  • Account Reconciliation & Residual Balances
  • Tax Corner: 2017 Tax Forms
  • Fees
  • Tech Corner: Schwab Alliance

To read the full issue click here.

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