Managers from Charles Schwab and TD Ameritrade said Tuesday the combining of the two companies is on track, addressed speculation about the merger’s disruption to their custody businesses, and ...

Advisor Sheila Padden never had a complaint with Charles Schwab, her custodian of five years. That is, until last year. Processing Content Padden doesn’t have her own client service team and relies on ...

Hundreds of former TD Ameritrade users took to X, formerly Twitter, over the last few days and echoed the comments of the users interviewed for this story. Many reported being temporarily locked out ...

Thursday evening, Michael Baker asked on Twitter: Had customer service at TD Ameritrade Institutional, the custodian to thousands of RIAs, “fallen off a cliff”? Baker, a manager and co-founder of ...

Charles Schwab Corp. has officially set the date for when financial advisers will transfer off the TD Ameritrade brokerage platform and onto Schwab Advisor Services. The transition will occur over ...