Posts Tagged ‘Charles Schwab’
Charles Schwab and TD Ameritrade Update
As you may already know, Charles Schwab purchased TD Ameritrade in 2019. If your accounts are with TD Ameritrade, they will transition to Charles Schwab over Labor Day Weekend 2023. On or about Tuesday September 5, 2023, Charles Schwab will become the custodian of your accounts. Leonard Rickey Investment Advisors’ role will stay the same.…
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