Welcome to Charles Schwab!
September 5, 2023
The TD Ameritrade/ Charles Schwab conversion was completed over Labor Day weekend. All client accounts that were formerly under TD Ameritrade Institutional have now been relocated to Charles Schwab & Co., Inc. as of September 5, 2023.
To access your Schwab accounts, please use SchwabAlliance (AdvisorClient will no longer be accessible).
If you have any questions, please don't hesitate to contact us!
