Service & Support
Will clients need to set up a Schwab login?
Yes. About a month before your transition date, you'll be sent an email or letter asking you to set up your Schwab Login ID and password. Instructions will also be provided when you're logged in at tdameritrade.com. It should take about 5 minutes to set up your login info.
If already a Schwab Client use existing details.
What floor does MM work on?
2nd!
How many retail accounts are being transferred to Charles Schwab for final transition weekend?
1.1 MILLION!
Will clients need to reestablish links to third-party aggregators, like Mint?
Yes, because your account numbers will be changing, any links you have to third-party aggregators won't work once your TD Ameritrade account transitions.
When will clients receive their last TD Ameritrade statement?
In the month after your account has transitioned to Schwab, you'll receive two statements:
In the months that follow, if there is any activity in your closed TD Ameritrade account, you'll receive a statement reflecting that activity from TD Ameritrade.
How many accounts are being transferred to Charles Schwab for Final Transition Weekend?
1.8 MILLION
Can client still use TD Ameritrade branches?
Prior to your account moving to Schwab, any TD Ameritrade branch, including a location combined with a Schwab branch, can assist you with your TD Ameritrade account. After your account moves to Schwab, you can use any Schwab branch.
877-566-4819
How many TRADER ACCOUNTS will be transferred to Charles Schwab for Final Transition weekend?
750K
When will clients have access to their account at Schwab?
You'll have full access to your accounts at Schwab on Monday, May 13 at 5 a.m. ET through Schwab.com, the Schwab Mobile app, and thinkorswim® platforms (desktop, web, and mobile).
What is Charles Schwab headquarters address for wires?
211 Main St, San Francisco, CA 94105
How many International Accounts are being transferred to Charles Schwab for the Final Transition weekend?
125K
Will clients have their same Financial Consultant at Schwab?
Yes. Your Financial Consultant will be moving with you to Schwab and will be ready and able to help you with all products and services that Schwab offers.
Who is the best MM team at Schwab?
BOO1, of course.
How many total assets are being transferred to Charles Schwab for Final Transition weekend?
327 BILLION!!