TD/Schwab Merger – A Walkthrough the Transition Timeline

TD Ameritrade and Charles Schwab are set to merge into a single custodian on September 5, 2023. Ahead of this merger, both TD and Schwab have announced a timeline of key dates to keep in mind and the effect they will have on your accounts. In this video, Alexandra Gannon walks us through their timeline and what you can expect leading up to the transition date.

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Disclosure: These materials have been independently produced by Focused Wealth Management. Focused Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Focused Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.