TD/Schwab Merger – Introduction

If you currently have any accounts at TD Ameritrade, they are expected to transition to Charles Schwab & Co., Inc. on September 5, 2023. In this video, Philip J. DeAngelo gives a brief overview of what this means for you and your accounts. Stay tuned, as we will be providing regular correspondence to make sure you stay up to date on the status of the merger and ensure a smooth transition.

For more information on the transition, please click the link below to visit the Schwab Client Learning Center.

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.