Wednesday, September 27, 2023

Vital Knowledge Concerning the TD Ameritrade to Schwab Transition


After we realized of the TD Ameritrade and Schwab merger, Abacus initiated an extended, due diligence vetting procedure for doable new custodians. After a lot deliberation and an in-depth overview of choices, we decided on Charles Schwab & Co. as essentially the most appropriate custodian for Abacus purchasers. Now not best is Schwab ready to stay charges low, they have got very good shopper and customer support groups, and feature demonstrated a degree of competence, safety, and experience we call for for our purchasers.

Despite the fact that Abacus has decided on Schwab as our number one custodian, we remember the fact that some purchasers would possibly desire an alternative choice. Abacus additionally has a dating with Constancy Investments. If you want to speak about shifting your accounts to Constancy, your group will be capable to facilitate the switch after the finishing touch of the Schwab transition in September.


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