Serving you is our top priority!
Apr 13, 2020
Lydia Gosselin
Serving you is our top priority!
You may have experienced delays in service response times due to the impacts of the COVID-19 pandemic. We work very closely with TD Ameritrade and Charles Schwab daily as our primary custodians and have seen the effects of the changes as our industry has been greatly impacted. Since many professionals are now working remotely, we have seen account openings be delayed from a few hours to several days, for example.
As a result of the delays, we wanted to take a moment to reach out to let you know how your service team at AOG Wealth Management has been proactively monitoring new and current accounts:
- Our team has been expediting time-sensitive requests through the proper channels and will continue to follow up directly with the impacted individuals.
- Since our custodians are experiencing a very high call volume, we are submitting work items electronically when possible. We encourage you to connect with your Relationship Manager to ensure you have electronic access to your accounts to help in this process.
- Relationship Managers and Advisors at AOG Wealth Management are prioritizing client communication. If you have a need or concern, please reach out by email or phone call.
Our team at AOG Wealth Management hope you and your family are safe and healthy! We look forward to seeing you soon at a future Client Event or Portfolio Review.