As part of our ongoing commitment to exceptional customer service, we regularly evaluate our relationships with our third-party vendors and service providers. Firms like ours work with custodians to ensure the safekeeping of client assets, along with administrative services such as processing transactions. Because of the significance of custodial relationships, we believe working with the best custodians is paramount.

RBC Clearing and Custody has provided custodial services to a majority of our client accounts, including yours, for a number of years. While RBC Clearing and Custody has served our clients well, we are excited to announce a new strategic relationship with BNY Mellon | Pershing whom we believe is the best qualified custodian for you going forward.

What This Means To You

After a thorough and rigorous vetting process, we are confident that BNY Mellon | Pershing offers the highest level of service and expertise for you. Key benefits of this transition include:
  • No transaction fees 
  • Improved customer service 
  • Increased confidentiality and protection of your personal financial information 
  • Greater ability to support complex financial planning needs and account types 
  • Expanded investment options and analytics 
  • Easy to understand statements and transaction reports 
  • The relationship with your Johnson Financial Group team will not change
In future communications, we will expand on these key benefits. The move to BNY Mellon | Pershing will require transitioning your account assets, which is currently planned for April 2022.