Important Transition Update: No Action Required

As we continue to make progress with the transition of your wealth account(s), we want to make you aware of several key updates. 

• As your transition paperwork is processed and your new BNY Mellon | Pershing account(s) is/are opened, you will begin receiving automated communications from donotreply@digital.johnsonfinancialgroup.com. See an example below. 
• While no action is required with these automated communications, if you want to review them during the transition period, you will need to set up access to BNY Mellon | Pershing’s website. Click here to view instructions on how to set up access.
• Once we transition your assets in April, you will be able to view all account related information in our Wealth Management & Trust portal.

Please feel free to contact me with any questions you may have regarding the transition. You can also visit our client resource site to stay up to date on the latest information. I appreciate your patience and trust as we reach the final stage of the transition.