Asset Planning, Inc Blog

The latest from the team.

TD Ameritrade

Subscribe to this list via RSS
Sandra Field, MBA, CFP®

Schwab and TD Ameritrade Merger

Dear Clients,

As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms.

For now, the transaction is subject to customary closing conditions and is expected to close in the second half of 2020. During that time, there should be no impact to how you work with us or TD Ameritrade Institutional.

If you have any questions, please feel free to reach out. If you would like to learn more about the transaction, visit www.amtd.com for details.

Sincerely,

Sandy, Carol and Erin

Continue reading
  536 Hits
Tags:
TD Ameritrade Charles Schwab
Tweet
536 Hits

Search Blogs Module

Latest Blogs

Wait a minute, while we are rendering the calendar

Blog Categories

Uncategorized
Asset Planning News & Events
General Personal Finance
Financial Security
Retirement
Investing
Tax Planning
Widow & Estate Planning
Widow & Estate Planninng
Cash Management
Kiplinger Letter October 1 2020. tax deadlines consumer spending IRS home emergency preparedness kits phone Retirement Contribution Limits Medicare Part B premiums account numbers 70 1/2. blog post CFP ® fun facts payments earthquake app holidays approach privacy notices tax season credit card company executive order Amazon markets rescue organizations interest rates birth certificates chip-enabled EMV cards Independence Day non-prescripstion sunglasses July 6 driver license Supplemental Security Income policy memorial Day weekend records ice cream credit cards check lists credit monitoring service tax filing deadlines people medications app emergency kit web address opt-out paperwork clutter tax returns September 30 2020. pet donation drive California Lions Friends Medicare https ://seekingalpha stimulus package tax records pet supplies cell phone SIM swap scam insurance policies email notifications https :// Fox News story Erin Nelsen Federal Trade Commission website items Coronavirus Aid Kraig Mathias breach Auto insurance Open House Part B September 9 credit freeze flash drive home break-ins Two-Step Verification July 4 hurricane Dorian tax deadline retirement accounts wells Fargo market turmoil fees Charles Schwab borrowing money Flexible Spending Account increase pets April 15 company 2017 IRA contributions DNA test kits notary services student loans Mobile Banking Security Tips donation items estate planning Shred paperwork FEMA website 401K fun atmosphere trustee partner /owner parking spots assets interest Asset Planning Orange County Superior Court 900 number Legal robocalls 2018 IRA contributions VOIP landline phones banking vacation life saver debt donation counts privacy settings ice cream event Orange County September 8 April 18 2017. Medicare Advantage money Medicare Part B Treasury Department “ skimmer ”. Brexit vote Expired medications Social Security Administration Joey Gonzales Wells Fargo customers ID card offering insurance Medicare plan client portal prescription eyeglasses identity thieves Financial Planning Magazine retirement plans portal home mortgages EEChecklist-Kits.pdf stockpilingchecklist.pdf clients show support health care services scams Facebook profile emergency kits water … drive /usb emergency folder Wells Fargo employees illiegal robocallers estate planning direction estate clone counterfeits COVID -19 virus identity theft vision screening spam phone February 14 spring cleaning July weekend health care costs toilet paper 2017 TD Ameritrade National LINC Conference jury duty operations manager 23 andme credit card fraud spread integral member Puerto Rico card reader retirement contribution limit coronavirus TD Ameritrade asset Planning president Trump gap insurance June 29 4 pm -8pm home earnings fallout stock pile summer CA FTB media accounts January 10 home security relief efforts April 11 pet clients 20 year anniversary text messages pet industry Affordable Care Act insurance policy phishing scams cell phone carriers offer house sitter Victor Dergunov National Ice Cream month FSA Labor Day settlement options CARES Act IRS deadline team members Medicare question news coverage 2017 Equifax breach cell phone carriers July 3 rd documents home emergency kit paper records information investment statements Economic Security Notary Public cell phones Healthcare car loans information Facebook Ice Cream Social retirement planning official certification checklists cell phone service provider years Social Security trust business hours Open Enrollment CERTIFIED FINANCIAL PLANNER exam self-help topics padlock family members Roth IRA phishing sites disaster areas D premiums IRA accounts bottom line cell phone provider credit score phone companies Part D premiums .