What TD Ameritrade Clients Need to Do Before the Schwab Merger

Written By Ryan Morrissey

IN this video:

In 2019, Charles Schwab acquired TD Ameritrade. Over the Labor Day weekend (September 2-3), all accounts will finally be transfered over to Charles Schwab. If you hold funds with either of these custodians, then I'd recommend you watch along to learn what you need to do before the transition.

Resources Mentioned:

TD Ameritrade: advisorclient.com

Charles Schwab: client.schwab.com

Ryan Morrissey
Previous

How Schwab Clients Can Earn More Interest on Their Cash
Next

How to Withhold Federal Income Tax From Your Social Security Benefits