TD Ameritrade to Schwab Transition 

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Dear Clients, 

As we have mentioned previously, TD Ameritrade accounts will be officially transitioned to be Charles Schwab accounts over the first weekend of September.  We are hoping that the process will be relatively seamless, since the companies have been working on it since Schwab's acquisition of Ameritrade in 2019.

You should have received an Account Transition Notice from Ameritrade around the end of June, which has more information on what to expect.  You do not need to take any action or sign paperwork.

We believe the transition should not be much more than account number and log in changes for most of our clients, and we want to ensure that the impact for you is as minimal as possible.  You will be able to access your accounts through TD Ameritrade’s website through Friday September 1, and by Tuesday September 5th you’ll access your account through the Schwab Alliance platform.  We will be available to assist with that process as we already have many clients with accounts at Schwab. We are very comfortable with them and are experienced in their systems. 

As you receive correspondence from TD Ameritrade, please feel free to reach out to us if you have any questions on it. 

Thank you, 
 
Eclectic Associates
714-738-0220