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The upcoming transition from TD Ameritrade to Charles Schwab

Schwab and TD Ameritrade are becoming one. As we move forward together, we'll be here to support you and answer your questions about the transition.

What's happening and how it affects you.


  • Your relationship with your advisor will not change.
  • Your account will move from TD Ameritrade Institutional to Schwab over Labor Day weekend 2023.
  • Schwab will automatically transfer your assets and holdings—there is nothing you need to do.
  • After the move, you will have access to Schwab Alliance, our secure online client portal. Schwab Alliance makes it easy for you and your advisor to manage your accounts.
  • You will have a new Schwab account number, so you will need to update any direct deposits or recurring payments that you have set up directly with your bank or other third parties. Any instructions set up on TD Ameritrade will transfer over.


Please visit the following link for more information: 

https://welcome.schwab.com/alliance

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