TD Ameritrade move to Schwab. How did it work for you?

Michael3442
Michael3442 Member ✭✭✭
edited June 2024 in Errors and Troubleshooting (Windows)

I'm due to have my five TD accounts move to Schwab and would like to know what your experience has been like? Are there any stumbling blocks it would be good to know about in advance of the move? Any suggestions on how to prepare or how to setup one's system after the move is made? All thoughts appreciated.

Answers

  • veegee
    veegee Quicken Windows Subscription Member ✭✭✭✭

    My own personal choice would be to set up new accounts for Schwab - primarily for me to easily distinguish between transactions under the 'old institution name' and transactions under the 'new institution name'. Also, this helps to match better with old monthly/annual statements.

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