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As soon as we realized of the TD Ameritrade and Schwab merger, Abacus initiated an extended, due diligence vetting course of for potential new custodians. After a lot deliberation and an in-depth assessment of alternate options, we chosen Charles Schwab & Co. as essentially the most appropriate custodian for Abacus shoppers. Not solely is Schwab capable of maintain charges low, they’ve wonderful consumer and customer support groups, and have demonstrated a stage of competence, safety, and experience we demand for our shoppers.
Although Abacus has chosen Schwab as our major custodian, we perceive that some shoppers might desire an alternative choice. Abacus additionally has a relationship with Constancy Investments. When you want to talk about shifting your accounts to Constancy, your workforce will be capable of facilitate the switch after the completion of the Schwab transition in September.
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