Is there a blackout period where I can’t make changes to my account?

Yes. Account access will be unavailable while your account is transitioned to the new platform. We expect the blackout period to begin January 28, 2026 (end of business) through February 3, 2026. Make any changes to your account before January 28 and save any documents you might need to reference during the blackout period, such as confirmations of investments and deferrals and tax forms.