![]() ![]() We will also transition one small group of client accounts in the first part of 2024.We will then migrate larger numbers of client accounts in three subsequent transition groups over the course of 2023: Memorial Day weekend, Labor Day weekend, and a weekend in early November – all scheduled to avoid investing and trading disruptions. We will start with this smaller group to ensure the best client experience. ![]() The retail client transition process is anticipated to begin with a relatively small number of client accounts in February 2023, over President’s Day weekend.Groups of accounts will transition in phases to ensure the best client experience. The company remains on track to transition the vast majority of accounts to Schwab in 2023. ![]() The Charles Schwab Corporation today provided an update on the timeline for transitioning Ameritrade accounts to Schwab. ![]()
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