On Labor Day weekend, accounts at TD Ameritrade will move to Charles Schwab. In general, clients won’t need to take any action except create a login at Schwab so you can see your accounts. Please take the time to do this step when you receive instructions from Schwab.
Account history, statements and tax information will all be preserved. 2023 tax statements will be sent from Charles Schwab.
I will carefully follow this transition of accounts, and I feel confident that Schwab will do a good job. Please contact me with any questions.
