What To Know: TD to Schwab Transition

John Noonan Uncategorized

Over three years ago, TD Ameritrade, the custodian of your investments, announced that it was being acquired by Charles Schwab. Finally, the day draws nigh when Schwab will retire the TD name, and your TD-green statements will turn Schwab-blue. The transition will be complete over Labor Day weekend. When we founded Great Oak, we chose TD as your custodian due to its low costs and superior technology. Fortunately, Schwab recognizes those qualities and will continue the good work begun at TD on your behalf. Not much will change. Visually, your statements and the Schwab website will look different (though most …