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Transfer to/from TD/Schwab accounts
Posted on 2/9/21 at 10:29 am
Posted on 2/9/21 at 10:29 am
I have an investing account with TD Ameritrade and a Roth IRA with Schwab. Is there any easy way to transfer the cash in my TD account to my Roth with Schwab? Or am I going to have transfer to my bank account then transfer to Schwab from my bank account. I tried linking them but Schwab only gives the option for "TD Bank" are these the same thing?
TIA
TIA
Posted on 2/9/21 at 1:57 pm to ForeverLSU5
quote:TD Bank is a separate entity. Call your rep at TDA and/or Schwab. They're usually quite helpful. You should be able to transfer cash from TDA just as you would from a bank. If so, they'll walk you through it.
I have an investing account with TD Ameritrade and a Roth IRA with Schwab. Is there any easy way to transfer the cash in my TD account to my Roth with Schwab? Or am I going to have transfer to my bank account then transfer to Schwab from my bank account. I tried linking them but Schwab only gives the option for "TD Bank" are these the same thing?
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