Exciting News Regarding Your Wealth Account at Johnson Financial Group
Sent on January 24, 2022
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.
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 processes that will help us put your money to work faster
- Greater ability to support complex financial planning needs and account types
- Award-winning, easy to understand statements and reports
- JFG will assume proxy voting on your behalf
- Increased confidentiality and protection of your personal financial information
- The relationship with your Johnson Financial Group team will not change
What You Need To Do
While no action is required on your end at this time, in the coming months we will need you to sign new custody account agreements and paperwork as part of the transition of assets. This process can be completed electronically, and we will assist you throughout the entire process. Your contract with us will not need to be re-signed.
We will be working closely with the BNY Mellon | Pershing team to ensure a smooth transition with as minimal disruption as possible. In a few weeks, we will be sending you further communication on the specific details and timing around the transition and actions you need to complete.
Thank you for your continued trust and confidence in Johnson Financial Group. We value our partnership with you and appreciate the opportunity to continue to offer you the highest level of service. We are confident that this will be a successful and exciting development for our firm and for you – our valued client.
As always, please reach out to us should you have any questions or concerns.
While no action is required on your end at this time, in the coming months we will need you to sign new custody account agreements and paperwork as part of the transition of assets. This process can be completed electronically, and we will assist you throughout the entire process. Your contract with us will not need to be re-signed.
We will be working closely with the BNY Mellon | Pershing team to ensure a smooth transition with as minimal disruption as possible. In a few weeks, we will be sending you further communication on the specific details and timing around the transition and actions you need to complete.
Thank you for your continued trust and confidence in Johnson Financial Group. We value our partnership with you and appreciate the opportunity to continue to offer you the highest level of service. We are confident that this will be a successful and exciting development for our firm and for you – our valued client.
As always, please reach out to us should you have any questions or concerns.