You may have heard that TD Ameritrade and Schwab have officially merged on Tuesday, October 6th.  Even though the deal is finalized, there should be no changes for some time.  In the next 18 to 36 months, they will start to merge systems and at that point, you may notice minor changes such as different client side log in’s and the statements may look a bit different.  They have said the account numbers will stay the same and nothing will be needed on the clients end.

Being so far out, no one knows quite how it will look, but we ultimately think it will be good news for you and us with the merging of two industry leaders to provide even better service and technology.