Walkner Condon: The State of the Firm
Walkner Condon Financial Advisors
MAY 12, 2023
We are very familiar with the Schwab platform, as about half of our assets are already there. We encourage them also to download their mobile app. We expect very limited disruption for our clients. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.
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