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In this week’s podcast, Casey and Tom discuss the merger between TD Ameritrade and Charles Schwab. We share all the information we have so far including expected timeline and what folks can do to prepare.
We want to help our clients and listeners prepare for a seamless transition from TD’s platform over to Schwab’s. So please listen in to find out all of the important information. And be on the lookout for further information from us, and both custodians, over the coming months.
We know that this a big change for folks who have their accounts on TD’s platform. But, as Tom, outlines in the podcast, these types of mergers have happened before. These two companies are the biggest custodians and them combining platforms, technology, resources and staff will surely bode well for individual investors.
Show Notes
Schwab’s Gameplan for TD Touchdown – Investment News
Charles Schwab, TD Ameritrade and You – Mullooly Asset Show