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TD Ameritrade to Schwab

cdr's Avatar

cdr

15 Jul, 2023 06:00 PM

As all TD Ameritrade account holders are aware, Schwab will soon be moving TDA accounts to a new Schwab account.

Does anyone have any insight into possible issues with Schwab and MD?

For example, MD has worked flawlessly with TDA downloading via direct connection.
Will Schwab work the same?
Any other concerns or comments regarding the transitiion would be helpful in preparing for this change.
Thanks

  1. 1 Posted by cdr on 19 Jul, 2023 01:05 PM

    cdr's Avatar

    OK. Thanks anyway.

  2. cdr closed this discussion on 19 Jul, 2023 01:05 PM.

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