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re: TDAmeritrade vs Schwab App

Posted on 9/7/23 at 7:43 pm to
Posted by MrLSU
Yellowstone, Val d'isere
Member since Jan 2004
26178 posts
Posted on 9/7/23 at 7:43 pm to
This Schwab transfer completely sucks. It wouldn't surprise me if they lost 50% of the TD Ameritrade accounts due to this transition.
Posted by RoyalWe
Prairieville, LA
Member since Mar 2018
3204 posts
Posted on 9/8/23 at 8:26 am to
I had Schwab before with a company 401k. It was okay, but rebalancing was stupid, and the fees were high so I already had a grudge against them especially when I rolled it over to an IRA. I'm going to see how it goes for a little bit, but may be looking to move in the next few quarters.
Posted by leeman101
Huntsville, AL
Member since Aug 2020
1524 posts
Posted on 9/11/23 at 8:19 am to
quote:

This Schwab transfer completely sucks.


Yes I can not access past TDA statements under Schwab. I wish I saved end of year ones under a pdf file.
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