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We're Changing Custodians!
On September 4th, 2023, TD Ameritrade will merge with Charles Schwab. After labor day weekend, TD Ameritrade will cease to exist, and all operations will be handled through Charles Schwab. This change would require all clients to receive new account numbers and create new login credentials with Charles Schwab. However, as your fiduciary, Ranch Capital has interviewed custodians over the past several months. We have decided NOT to continue with the forced merger with Charles Schwab and instead chose to work with Fidelity.