Rest Assured Podcast

Rest Assured Podcast


Schwab Acquisition of TD Ameritrade

August 16, 2023

Stay informed about the Schwab-TD Ameritrade merger with our latest video featuring David, your trusted financial advisor. David provides an overview of the merger and informs clients about the expected notices from TD Ameritrade regarding the transfer of their accounts to Schwab.


David addresses the timeline for receiving notices from TD Ameritrade about the account transfer process to Schwab. Stay up-to-date with the latest information as David keeps you informed about this important transition.

Subscribe now to receive crucial updates on the Schwab-TD Ameritrade merger and stay connected with David for future videos covering the latest financial news and industry updates.


Video version of this episode available here.


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