20 Second Advisor: Create Your Schwab Login This Month!

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 … Continue reading 20 Second Advisor: Create Your Schwab Login This Month!