CTS
This tab in Client Central allows you to check if the client is set up for two-step verification
What is Authentication Management?
True or False - alerts, watchlists, performance and market data, preferences, and setups will remain intact after thinkorswim transfers to Schwab
True
This department handles 401k related issues
What is Retirement Plan Services?
This is the first TD transition date
What is Presidents Day? (February 18-20)
In StreetSmart Edge, the "positions" tab is located within this tool
What is Account Details?
Clients moving from TD will set up their Schwab login credentials approximately this long before their assigned transition date
What is one month?
Use this tab on the CTS homepage to order a new physical token
What is Security Token Request?
This third-party role will NOT transfer from TD?
What is account inquiry?
This restriction code is placed during account opening if additional documentation is needed for client verification
What is PAV? (Patriot Act Verification)
Hovering over this in Client Central will show you important transition information such as the client's transition group