Transition Paperwork for Your Johnson Wealth Account(s)

As we prepare the transition paperwork for your wealth account(s), we want to remind you of key dates and expectations. Please find these details below including how to prepare for any tax planning needs leading up to the transition:

You will receive an email from Johnson Financial Group via dse@docusign.net that will ask you to complete the transition paperwork by March 11, 2022. We have created detailed instructions to help guide you through the paperwork. Please visit our client resource site to download the instructions.

Please complete the transition paperwork by this date to help facilitate a smooth transition of your assets.

We will begin transitioning assets from RBC to BNY Mellon | Pershing. We will communicate more details around the actual transition in future communications.

With the transition of assets beginning the week of April 11, 2022, please begin to think about your tax planning needs. If you anticipate making any contributions or have any cash needs during the month of April, please work with us to execute prior to April 11, 2022. We will work with you to make sure your tax and cash servicing needs are accommodated during this transition period.

As always, please reach out to us should you have any questions or would like to schedule a meeting.