Toth Financial is excited to announce that we will begin rolling out our secure electronic signature DocuSign service starting in Q1 2021. This will allow clients to securely view and sign documents to include Annual Guidance renewals and most Charles Schwab forms. The Client Portal will continue to be utilized separately to view your accounts, performance, and previously signed documents; including those signed with electronic signature.
Toth Financial has made the decision to cancel the already postponed Client Appreciation Day breakfast event, as well as the Toth Financial Christmas/Holiday Open House. We have made this decision with the health and safety of our clients as the top priority and the hope to be able to host our normal events again next […]
Be on the lookout for further communications from us in the next few weeks regarding the SEC’s Form CRS (Client Relationship Summary). Form CRS is a new regulatory requirement designed to help inform clients of the services provided by companies like Toth Financial. More to follow on this topic but we wanted to give you […]