Transition of Assets to BNY Mellon | Pershing
A Reflection on the Transition to BNY Mellon | Pershing
A note from Brian Andrew, EVP & Chief Investment Officer
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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 partnership with BNY Mellon | Pershing whom we believe is the best qualified custodian for you going forward.
After a thorough and rigorous vetting process, we are confident BNY Mellon | Pershing will help us continue delivering the highest level of service and expertise to you.
BNY Mellon | Pershing will help us transform our business, maximize efficiency, and manage risk and regulation. They will provide our firm with the scale needed to grow our business through innovative solutions and technology as well as provide more efficient, high-touch customer service.
Johnson Financial Group Communications
April 21, 2022 - Important Transition Update Regarding Your Wealth Account(s)
We encourage you to contact your Johnson Financial Group Advisor if you have any questions.Contact Wealth Support