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Service & Support
Move Money
Accounts & Assets
100

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.

100

What floor does MM work on?

2nd!

100

How many retail accounts are being transferred to Charles Schwab for final transition weekend?

1.1 MILLION!

200

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.


200

When will clients receive their last TD Ameritrade statement?

In the month after your account has transitioned to Schwab, you'll receive two statements:

  • One from TD Ameritrade likely showing a $0 balance since your positions and cash have moved to Schwab
  • One from Schwab displaying the full account balance of your moved account

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. 

200

How many accounts are being transferred to Charles Schwab for Final Transition Weekend?

1.8 MILLION

300

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.

300
What is the tier 3 Move Money hotline number? 

877-566-4819

300

How many TRADER ACCOUNTS will be transferred to Charles Schwab for Final Transition weekend?

750K

400

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).

400

What is Charles Schwab headquarters address for wires?

211 Main St, San Francisco, CA 94105

400

How many International Accounts are being transferred to Charles Schwab for the Final Transition weekend?

125K

500

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.   

500

Who is the best MM team at Schwab?

BOO1, of course.

500

How many total assets are being transferred to Charles Schwab for Final Transition weekend?

327 BILLION!!