Update on TDAmeritrade/Schwab Changes

Hi All,

I decided to see if there was any further information on when TDAmeritrade accounts would be changing to Schwab accounts. I found these FAQ's on the Schwab website:


From what I can see there, it appears you may not see any changes to what you now have until between April and September of 2023.

It also says:

If you have payment features on your brokerage accounts, such as debit cards and checks, we do not anticipate any immediate changes.

Hopefully that might update some of the questions some of you have had.

Laurie Frederiksen
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