What TD Ameritrade Clients Need to Do Before the Schwab Merger

In 2019, Charles Schwab acquired TD Ameritrade. Over the Labor Day weekend, all accounts will finally be transfered over to Charles Schwab. If you hold funds with either of these custodians, then I'd recommend you watch along to learn what you need to do before the transition.

#brokeragefirm
#tdameritrade
#schwab

Website: https://www.retirewithryan.com/

Retirement Readiness Review Course: https://www.retirewithryan.com/ondemand

Ryan's Book:
https://www.retirewithryan.com/book

Retire With Ryan Podcast Links:

Apple Podcast: https://podcasts.apple.com/us/podcast...

Spotify Podcast: https://open.spotify.com/show/3lVKROM...

You should consult a financial advisor familiar with your specific circumstances before you make any financial decisions. Nothing in this video constitutes a solicitation for the sale or purchase of any Securities and is for entertainment purposes only. Any mention of rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Ryan Morrissey, CFP, is an investment advisor representative of Morrissey Wealth Management, LLC., a registered investment advisor.