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Charles Schwab / TD Ameritrade Integration: What You Need to Know

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OAT FAQ

Resources to Support Your Transition

Leverage the resources, timelines, and requirements below to help navigate your transition to Schwab and ensure a smooth experience along the way.

Tip: bookmark this page so you have easy access to all of the resources and requirements you'll need to navigate your transition to Schwab. 

Frequently Asked Questions

Advisor Checklist

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Transition Resources from Charles Schwab

Charles Schwab Advisor Services has created an Institutional Information Hub to help guide TD Ameritrade advisors through the upcoming transition. You will find a direct link to their site below, as well as other key transition tools they have created:

Institutional Information Hub
TD Ameritrade Transition Planning Guide
Transition Timeline
Schwab Advisor Center® Roadmap

Communications from Orion Advisor Technology

For your reference, following are email communications sent to-date with information about the upcoming Schwab/TDAI integration. Please also check the Bi-Weekly Rundown email every other Thursday for updates.

Questions or Concerns? 

We are here to help. Please submit a case in the Support App if you have questions.

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