The integration of the two companies has been ongoing since then, and the final step is the transition of TD Ameritrade client accounts to Schwab accounts. This will happen over Labor Day weekend in September 2023
The transition will be automatic and seamless for TD Ameritrade clients. Charles Schwab is committed to making the move as smooth and simple as possible. Schwab will let you know your transition date about three months before your account is ready to move. And you’ll be informed every step of the way. Although there is very little that you need to do, it will be clear when there’s action that you need to take. That way, you’ll be all set to go on day one at Schwab.
To stay informed about the transition, TD Ameritrade clients can visit Charles Schwab's dedicated resource center. There they can find FAQs, videos, key dates, and other resources to help prepare for the move. They can also contact Schwab or TD Ameritrade representatives if they have any questions or concerns.
