We are about a month away from the TD Ameritrade/Schwab merger. For clients with accounts at TD Ameritrade, you can go ahead and confirm/create your Schwab Alliance login credentials. By doing this now, you’ll automatically have access to your Schwab accounts on Day 1 of the transition. To setup your Schwab login follow the below steps:
- Login to your TD Ameritrade account at www.advisorclient.com. Once you are logged in, you will see a blue Schwab banner at the top of the screen. Click the blue button that says “Create Schwab login.”
- Follow the prompts to finish creating your Schwab login. Note: Most users will have the option to use their existing TD username or you can create a new username at Schwab.
- You will be able to access your TD Ameritrade accounts until Friday September 1 at 8:30 pm EST. After this time, you will not have access to your accounts over the transition weekend.
- You will be able to access your new Schwab accounts (with the same investments that were at TD) starting on Tuesday, September 5 at 5 am EST.
Let us know if you have any questions about the transition or how to access your accounts.