Since our early days pioneering the discount brokerage industry, I have had the greatest respect for TD Ameritrade. Like Schwab, it has always been an advocate for investors. We shared a passion for breaking down barriers through a combination of low costs, great service, and technology.
When The Charles Schwab Corporation acquired TD Ameritrade Inc. in 2020, we saw an opportunity to join the complementary strengths of our two firms and our innovative offerings to assist you throughout your financial journey—whether through trading tools that give you the power to test your strategies, education to help you develop new ideas and execute even the most complex trades, comprehensive wealth management, or banking solutions that can help clients realize their financial goals.
For many transitioned clients, this is your first edition of Onward, our quarterly collection of insights and ideas for investors. I'd like to personally welcome you and encourage you to get the most out of all that the combination of these two companies has to offer.
Charles R. Schwab
Founder & Co-Chairman