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Weekend Reading For Financial Planners (Nov 5-6)

Nerd's Eye View

And while Schwab executives have asked advisors for patience amid the transition, some advisors currently on TD’s platform could choose from a range of alternative custodial options rather than be subsumed into the Schwab ecosystem.

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TD Ameritrade / Charles Schwab Transition FAQ

Tobias Financial

As some of you may know, in 2020 TD Ameritrade was acquired by Charles Schwab. If you have an account at TD Ameritrade, no action is necessary—your account will automatically and securely transition to Schwab at no cost to you, on or about Tuesday, September 1, 2023. Will I get a new account number?

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Choosing A Financial Advisor? – Ask These 6 Questions

The Chicago Financial Planner

One of the tactics used by Bernard Madoff to perpetrate his fraud was to send clients his own statements instead of statements generated by a third-party custodian like Charles Schwab, Fidelity, TD Ameritrade, and others. Approaching retirement and want another opinion on where you stand? Need help getting on track?

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Comparing Alternative RIA Custodians: The List To Consider Beyond The Big 2

Nerd's Eye View

But the impending merger of Schwab Advisor Services and TD Ameritrade Institutional will reduce the number of options available for RIAs and force firms currently on TD’s platform either to be subsumed into Schwab’s platform or to switch to an alternative custodian.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020. All clients on the TD Ameritrade platform will be transitioned over to Schwab on Labor Day weekend of this year. We encourage them also to download their mobile app.

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020. All clients on the TD Ameritrade platform will be transitioned over to Schwab on Labor Day weekend of this year. We encourage them also to download their mobile app.

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7 Things You Need to Know About a Simple IRA for 2023

Good Financial Cents

Below are two investment brokers that we have reviewed (or use), and recommend as a trustee for your plan. TD Ameritrade. We’ve done a full review of TD Ameritrade and recommend it as a good trustee for a SIMPLE IRA plan. Get Started w/ TD Ameritrade.