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Old 12-01-2019, 08:20 AM   #21
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I have pretty much the same setup with accounts (Schwab, Vanguard, CU). No reason to do anything for me. DD has all the info and she is beneficiary. All is good.
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Old 12-01-2019, 08:55 AM   #22
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Originally Posted by Badger View Post
Any reason/advantages why I should stay with TDA/Schwab? Any reason why I shouldn't make the transfer to Vanguard?
We have similar setup--Schwab and Vanguard.

The Schwab account is intended to pass to heirs. It has checking, etc., so we occasionally use that. It is only a taxable brokerage.

The Vanguard account is larger, and holds Roth, IRA, etc.

I've been very happy with Schwab (since 2014 or so.) I'm ok with Vanguard in the same time period. IOW, we've felt no need or benefit to simplifying with one institution. At this time, if I had to pick, I'd consolidate everything at Schwab or FIDO. This is something that is in the back of my mind. I will go first, in all probability, and it will be helpful to have a nearby office. One child is familiar with Schwab and our local bank, so things will go smoother, I predict.

A transfer of inherited assets to that Schawb brokerage went well this year, taking just a few days. Schwab Customer Service is very good.

And, of course, YMMV.
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Old 12-01-2019, 06:20 PM   #23
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"I'm actually looking forward to being with Schwab. I've started out with Waterhouse Investor Services back in the mid 90s, and have followed through all the incarnations up to now. I've thought in the past about switching to Schwab, but waiting just proved one of the two laws of work that I developed as an IT guy.

"If you wait long enough, the problem will go away." "


Was the other "Prepare three envelopes"?
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easy $500 if you are tda customer but not yet Schwab
Old 07-10-2020, 11:43 AM   #24
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easy $500 if you are tda customer but not yet Schwab

Hi,

To do before the two companies are one, last week I transferred $100k of my roth at tdameritrade to Schwab and as a new Schwab customer and with a referral code, they will add $500 of good roth money into my account in 90 days. The money has to stay in the account for awhile, didn't notice how long. Tdameritrade doesn't charge a fee for partial transfer. When they do become one company, probably will be 2 accounts.

Not a new promo, but I wasn't sure if they would honor it from tda since they are buying tda, and they did.

This link has info about the schwab promo and also a promo code that worked for me:

https://www.moneysmylife.com/charles-schwab-promotions/
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Old 07-10-2020, 01:49 PM   #25
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Looks like they charge back of money does not stay for a year.
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Old 07-11-2020, 05:26 PM   #26
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Originally Posted by 4legsgood View Post
Hi,

To do before the two companies are one, last week I transferred $100k of my roth at tdameritrade to Schwab and as a new Schwab customer and with a referral code, they will add $500 of good roth money into my account in 90 days. The money has to stay in the account for awhile, didn't notice how long. Tdameritrade doesn't charge a fee for partial transfer. When they do become one company, probably will be 2 accounts.

Not a new promo, but I wasn't sure if they would honor it from tda since they are buying tda, and they did.

This link has info about the schwab promo and also a promo code that worked for me:

https://www.moneysmylife.com/charles-schwab-promotions/
Thanks for the heads up. Since I'm a TDAmeritrade customer waiting to see how well Schwab works out after the merger, I will try that too!
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Old 07-14-2020, 11:44 AM   #27
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I guess I never noticed this thread last year. It has been an interesting ride with TD Ameritrade. My some of my stocks were purchased through Datek who was swallowed up by Ameritrade who swallowed up TD Waterhouse and now TD Ameritrade is getting swallowed up by Schwab.
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