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Schwab Advisor Services denies reports of a Sept. 2023 'hard date' to finalize TD Ameritrade merger as new details emerge about behind-the-scenes efforts to accomodate TDA RIAs

Since at least February, Schwab has been running 'JumpStart' a new program to let TDA RIAs add net new assets onto the Schwab system ahead of the mass conversion of legacy assets.

Author Oisin Breen August 12, 2022 at 1:29 AM
1 Comment
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Bob Veres: Several advisors have told me their relationship manager has tipped them to a Labor Day weekend deadline.

RIA Custodians


George Papadopoulos

George Papadopoulos

August 13, 2022 — 8:35 AM
TD Ameritrade was disturbing in late 2021 and early 2022. But it has improved and lately the level of service has been phenomenal which is comforting that they will get the merger right...

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