Important Information on the Schwab/TD Merger

June 22, 2023

Charles Schwab and TD Ameritrade agreed to merge a little over 2 ½ years ago.  Schwab will be the successor company, and during the first week of September they will complete the long-awaited transition.  All TD Ameritrade accounts will convert to Charles Schwab accounts over the Labor Day Weekend.

*Important* The account conversion will be seamless to Windsor’s clients.  Nothing changes as far as our (Windsor’s) management relationship.  Your investments, and how we manage them, will not be affected in any way.  The only difference between the “before and after” the account conversion, is now clients will receive Schwab statements, as well as login to Schwab Alliance to view accounts.

Again, just to be clear, there is nothing our clients need to do with regards to the conversion of accounts to Schwab.  Please reach out to us if you have any questions.