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Because we will continue to custody through Fidelity, there will be little to no change in your custodian experience. Your account numbers will not change, your online access and functionality will not change, and your account features will remain in place.

Once you sign the account forms and advisory agreement found in the welcome packet we send, we will submit a request them for processing. The transfer process usually takes 2-3 business days to complete.

You will be able to view your assets by utilizing the Client Login section of our website www.mwaretirement.com. Please do not use any previous bookmarks you may have made on your local computer. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you have been accustomed to. You can also install the Fidelity app on your mobile device to view your assets and account activity, and access certain services, such as depositing checks into your accounts.

After the account update is made at Fidelity, JW Cole will process a prorated refund for any fees collected for Q3. As an example, if your account moves 7/31, you will receive a refund for 8/1-9/30. This refund can take up to 6 weeks to reflect in the account. Going forward your fees will be deducted from your account on a monthly, in-advance, basis.

In most cases the core strategies we use to manage your assets will not change. Our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.