Better Together

November 17, 2023 Charles Schwab
Schwab + TD Ameritrade = A breadth of new capabilities.

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. 

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Charles R. Schwab

Founder & Co-Chairman

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. 

Charles Schwab & Co., Inc., ("Schwab") and TD Ameritrade, Inc., members SIPC, are separate but affiliated subsidiaries of The Charles Schwab Corporation. 

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. 

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