A big transition for TD Ameritrade customers this weekend with
the move to Schwab. Having been through conversions before in my
career, I have this nagging feeling it won’t go as smooth as we
would hope. Has anyone been through this already with TDA? Any
issues?
I've gone through the TDA to Schwab. It was painless.
Had no notable TOS difference. I wish they would
improve their backtesting strategy report though.
Posted by jimmytheshoer on 8th of May 2024 at 08:03 pm
Two of my accounts moved several months ago with no issues. The
last two trading accounts move this weekend so starting Monday I
trade with Schwab via the Schwab version of ThinkorSwim. My
grandson set up a Paper Money account with Schwab and his
ThinkorSwim version appears to be very different than my TD
Ameritrade version. Not sure what to expect but accounts will move
with no holdings and if there are issues I have accounts Merrill
& Fidelity that I can use. Keeping fingers crossed.
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A big transition for TD
Posted by kab34 on 8th of May 2024 at 06:56 pm
A big transition for TD Ameritrade customers this weekend with the move to Schwab. Having been through conversions before in my career, I have this nagging feeling it won’t go as smooth as we would hope. Has anyone been through this already with TDA? Any issues?
I made the switch a
Posted by abcdzhirt123 on 9th of May 2024 at 07:27 am
I made the switch a couple of months ago and no issues, it's been going on a while so hopefully most if not all the bugs are worked out.
I've gone through the TDA
Posted by scooter on 9th of May 2024 at 12:24 am
I've gone through the TDA to Schwab. It was painless. Had no notable TOS difference. I wish they would improve their backtesting strategy report though.
good to hear mine transitions
Posted by morton7 on 9th of May 2024 at 09:01 am
good to hear mine transitions this weekend.
Two of my accounts moved
Posted by jimmytheshoer on 8th of May 2024 at 08:03 pm
Two of my accounts moved several months ago with no issues. The last two trading accounts move this weekend so starting Monday I trade with Schwab via the Schwab version of ThinkorSwim. My grandson set up a Paper Money account with Schwab and his ThinkorSwim version appears to be very different than my TD Ameritrade version. Not sure what to expect but accounts will move with no holdings and if there are issues I have accounts Merrill & Fidelity that I can use. Keeping fingers crossed.