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Financial Planning & Investments
Discover what the TD Ameritrade and Charles Schwab merger means for you. Click to watch our FAQ video and stay informed about the upcoming transition.
WATCH FAQTax Planning & Accounting
FAQ
- What does this mean?
- What do you need from me?
- Did you decide to no longer use TD?
- Is my account closed and will I have a new account number?
- Will my investments remain the same?
- Will I receive new logins?
- Can I still retrieve my statements and tax forms?
- Are there any changes to my alternative investments?
- Will I have to change any online banking information?
- Are there any tax consequences for me with this transition?
- Do any of the fees change?
- When will this be completed?
- What will the communications from Schwab and TD be like regarding transition?
- How are we prepared?
- Are you excited about this transition?