As you may be aware, Charles Schwab acquired TD Ameritrade in 2020, and since then, the two organizations have been working on plans to merge under one umbrella.

We wanted to provide some important answers for our clients who have accounts at TD Ameritrade with some common questions you may be asking during this transition process.

For more information read the FAQ’s below

Charles Schwab has a transition support site you can also reference by visiting this link:


Schwab Transition FAQ